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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1126
Retirement Investment Advisors
Oklahoma
$944K +$156K +8,164 +20%
BP
1127
Ballentine Partners
Massachusetts
$940K +$75.9K +3,969 +9%
CA
1128
Cambridge Advisors
Nebraska
$938K +$2.6K +136 +0.3%
PPP
1129
Private Portfolio Partners
New Jersey
$936K -$29K -1,518 -3%
SFG
1130
Summit Financial Group
West Virginia
$930K -$1.91K -100 -0.2%
NFSG
1131
Newbridge Financial Services Group
Florida
$929K +$109K +5,696 +13%
LF
1132
Lantz Financial
Illinois
$924K -$7.93K -415 -0.9%
BTWM
1133
Baker Tilly Wealth Management
Wisconsin
$920K +$123K +6,444 +16%
EA
1134
Eudaimonia Advisors
Tennessee
$919K +$46K +2,409 +5%
RB
1135
Renasant Bank
Mississippi
$913K -$153K -8,005 -14%
SIM
1136
Sterling Investment Management
Arizona
$913K -$13K -682 -1%
PCG
1137
Prosperity Consulting Group
Maryland
$912K -$81.7K -4,274 -8%
CFA
1138
Compass Financial Advisors
Indiana
$910K +$20.2K +1,056 +2%
TWA
1139
TCI Wealth Advisors
Arizona
$905K +$23.7K +1,242 +3%
WSFS
1140
Wilmington Savings Fund Society
Delaware
$904K -$100K -5,251 -10%
APP
1141
Avantax Planning Partners
Iowa
$903K -$34K -1,781 -4%
WHRC
1142
W.H. Reaves & Co
New Jersey
$902K +$6.04K +316 +0.7%
NP
1143
Nilsine Partners
Colorado
$900K +$894K +46,765 New
SAM
1144
Summit Asset Management
Tennessee
$899K +$55.7K +2,913 +7%
HPM
1145
Hudson Portfolio Management
New York
$897K
BC
1146
Burney Company
Virginia
$897K +$2.94K +154 +0.3%
CPIG
1147
Chicago Partners Investment Group
Illinois
$896K +$573 +30 +0.1%
EHC
1148
Everett Harris & Co
California
$891K -$46.6K -2,436 -5%
TAM
1149
Titleist Asset Management
Texas
$891K +$885K +46,281 New
KCM
1150
Kempner Capital Management
Texas
$889K