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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
776
Souders Financial Advisors
Ohio
$296K +$16.1K +199 +6%
OWP
777
Obermeyer Wealth Partners
Colorado
$293K -$105K -1,300 -29%
RPC
778
Rossmore Private Capital
Connecticut
$293K
SF
779
Summit Financial
New Jersey
$293K +$5.67K +70 +2%
PAS
780
Parsonex Advisory Services
Colorado
$292K +$810 +10 +0.3%
SI
781
SimpliFi Inc
California
$292K -$7.04K -87 -3%
RCG
782
Regatta Capital Group
California
$291K -$5.34K -66 -2%
CWS
783
Cypress Wealth Services
California
$291K +$3.24K +40 +1%
GRP
784
Global Retirement Partners
California
$289K -$106K -1,311 -29%
Fisher Asset Management
785
Fisher Asset Management
Washington
$289K +$38.5K +475 +17%
AFG
786
Allegheny Financial Group
Pennsylvania
$288K +$243 +3 +0.1%
IAS
787
Insigneo Advisory Services
Florida
$288K -$18K -222 -6%
OCG
788
Opus Capital Group
Ohio
$286K -$12.4K -153 -5%
EIG
789
Ellenbecker Investment Group
Wisconsin
$286K -$80.8K -998 -24%
FA
790
Faithward Advisors
Pennsylvania
$281K -$9.47K -117 -4%
RWM
791
Ritholtz Wealth Management
New York
$281K +$253K +3,119 New
PTC
792
Private Trust Company
Ohio
$280K -$23.3K -288 -8%
Los Angeles Capital Management
793
Los Angeles Capital Management
California
$280K
VCM
794
Virtue Capital Management
Tennessee
$279K +$65.4K +807 New
CPSAC
795
Chas P. Smith & Associates (CPS)
Florida
$279K -$69.4K -857 -22%
TLP
796
Trinity Legacy Partners
Texas
$279K
IAIM
797
International Assets Investment Management
Florida
$278K
DIM
798
Delta Investment Management
California
$276K +$1.78K +22 +0.7%
AWM
799
Aviso Wealth Management
Washington
$273K -$21.1K -260 -8%
BFA
800
Beaumont Financial Advisors
Massachusetts
$272K +$729 +9 +0.3%