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Name Holding Trade Value Shares
Change
Change in
Stake
BLC
1276
Brown, Lisle/Cummings
Rhode Island
$725K -$34.3K -1,796 -5%
IAS
1277
Insigneo Advisory Services
Florida
$723K -$166K -8,706 -19%
EF
1278
Exeter Financial
Arizona
$721K +$21.7K +1,137 +3%
IW
1279
Imprint Wealth
South Carolina
$719K +$714K +37,341 New
AFG
1280
Allegheny Financial Group
Pennsylvania
$718K -$65K -3,400 -8%
SFG
1281
Sovereign Financial Group
Connecticut
$716K -$2.41K -126 -0.3%
CHAM
1282
Clear Harbor Asset Management
Connecticut
$715K +$52.5K +2,747 +8%
FWP
1283
FAS Wealth Partners
Kansas
$712K -$39.9K -2,086 -5%
9WM
1284
9258 Wealth Management
Ohio
$712K -$13.1K -685 -2%
FFN
1285
Focus Financial Network
Minnesota
$711K -$17.5K -917 -2%
SN
1286
Sittner & Nelson
Oregon
$710K +$9.13K +478 +1%
KFA
1287
Kelleher Financial Advisors
New York
$709K +$16K +836 +2%
LC
1288
Lindbrook Capital
California
$708K -$34.2K -1,788 -5%
FNFDCM
1289
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$705K -$6.46K -338 -0.9%
TIMH
1290
Tilt Investment Management Holdings
New York
$704K +$92.3K +4,828 +15%
ETC
1291
Exchange Traded Concepts
Oklahoma
$703K -$13M -680,367 -95%
NIM
1292
Nexus Investment Management
Ontario, Canada
$703K +$143K +7,500 +26%
SW
1293
SlateStone Wealth
Florida
$702K +$179K +9,387 +35%
FNA
1294
First National Advisers
Nebraska
$702K
TCWM
1295
Total Clarity Wealth Management
Illinois
$699K -$22.6K -1,185 -3%
BAM
1296
Beaumont Asset Management
Texas
$699K -$69.3K -3,628 -9%
PVI
1297
Pine Valley Investments
New Jersey
$699K +$875K +45,789 New
RBFC
1298
Roman Butler Fullerton & Co
Missouri
$698K +$206K +10,764 +37%
AWM
1299
Alterna Wealth Management
Texas
$696K -$94.7K -4,954 -12%
AAG
1300
Armstrong Advisory Group
Massachusetts
$696K -$6.13K -321 -0.9%