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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1001
Beacon Financial Group
Texas
$451K -$268K -3,539 -40%
MMPW
1002
Mitchell McLeod Pugh & Williams
Alabama
$450K +$227 +3 +0.1%
RHJA
1003
Rice Hall James & Associates
California
$447K
TCWA
1004
Turtle Creek Wealth Advisors
Texas
$446K +$133K +1,758 +49%
HWMO
1005
Heritage Wealth Management (Ohio)
Ohio
$443K +$401K +5,300 New
BFO
1006
Boston Family Office
Massachusetts
$437K -$6.96K -92 -2%
HR
1007
Howe & Rusling
New York
$436K +$11.5K +152 +3%
BOTPPF
1008
Board of the Pension Protection Fund
United Kingdom
$435K +$394K +5,200 New
MA
1009
MKT Advisors
California
$434K -$1.51K -20 -0.4%
PCIA
1010
Prime Capital Investment Advisors
Kansas
$434K -$15.5K -205 -4%
CWS
1011
Cypress Wealth Services
California
$432K -$7.8K -103 -2%
CCA
1012
Childress Capital Advisors
Texas
$431K -$34.7K -459 -8%
WSC
1013
Wellington Shields & Co
New York
$430K
S
1014
SignatureFD
Georgia
$428K -$16.3K -215 -4%
KJWM
1015
Kiley Juergens Wealth Management
Washington
$428K -$14.7K -194 -4%
PA
1016
Parallel Advisors
California
$424K -$74.6K -985 -16%
7WCP
1017
71 West Capital Partners
Massachusetts
$424K +$55.5K +733 +17%
RI
1018
Ridgewood Investments
New Jersey
$424K +$384K +5,068 New
DM
1019
Diversified Management
Wisconsin
$422K -$1.92M -25,317 -83%
CG
1020
Caprock Group
Idaho
$421K +$86.8K +1,147 +30%
TPCW
1021
TD Private Client Wealth
New York
$420K -$206K -2,719 -35%
VAS
1022
Vestmark Advisory Solutions
Massachusetts
$419K -$44.2K -584 -10%
Envestnet Portfolio Solutions
1023
Envestnet Portfolio Solutions
Illinois
$418K +$68.4K +903 +22%
SWA
1024
Sax Wealth Advisors
New Jersey
$418K +$143K +1,883 +47%
PWM
1025
Partnership Wealth Management
Maryland
$418K