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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$4.88M +$85.4K +3,009 +2%
QCG
602
Quadrant Capital Group
Ohio
$4.86M -$29.8K -1,049 -0.6%
MOS
603
MGO One Seven
Ohio
$4.85M +$1.21M +42,641 +33%
PFM
604
Patton Fund Management
Texas
$4.84M +$2.3M +80,989 +90%
SCP
605
Stamos Capital Partners
California
$4.8M -$1.26M -44,507 -21%
SPC
606
Sigma Planning Corp
Michigan
$4.79M -$327K -11,516 -6%
LFAS
607
Level Four Advisory Services
Texas
$4.79M +$634K +22,319 +15%
EH
608
Equitable Holdings
New York
$4.76M +$397K +13,998 +9%
MAS
609
Meeder Advisory Services
Ohio
$4.75M +$413K +14,554 +9%
IB
610
Intrust Bank
Kansas
$4.74M -$105K -3,713 -2%
FFM
611
Forum Financial Management
Illinois
$4.71M +$82.7K +2,911 +2%
OIA
612
OneDigital Investment Advisors
Kansas
$4.7M -$525K -18,488 -10%
CWM
613
Cornerstone Wealth Management
Missouri
$4.67M -$12.9K -454 -0.3%
CE
614
Cornerstone Enterprises
Wisconsin
$4.65M +$240K +8,469 +5%
PA
615
Parallel Advisors
California
$4.64M +$3.58K +126 +0.1%
WPC
616
Wedmont Private Capital
Pennsylvania
$4.64M -$356K -12,522 -7%
PCIA
617
Prime Capital Investment Advisors
Kansas
$4.62M +$9.88K +348 +0.2%
ICM
618
III Capital Management
Florida
$4.62M +$3.79M +133,550 +445%
VWM
619
Valley Wealth Managers
New Jersey
$4.61M +$53.9K +1,897 +1%
SG
620
StoneX Group
New York
$4.6M -$62.7K -2,208 -1%
RPA
621
Rock Point Advisors
Vermont
$4.6M -$109K -3,852 -2%
MCB
622
Morton Community Bank
Illinois
$4.59M +$49.9K +1,759 +1%
MFS
623
Mirabella Financial Services
United Kingdom
$4.59M +$4.62M +162,557 New
PWM
624
Perigon Wealth Management
California
$4.56M +$828K +29,149 +22%
PT
625
Plimoth Trust
Massachusetts
$4.56M -$36K -1,266 -0.8%