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Name Holding Trade Value Shares
Change
Change in
Stake
FNA
1026
First National Advisers
Nebraska
$7.29M +$1.65M +3,713 +30%
SAG
1027
SageView Advisory Group
California
$7.29M +$445K +1,003 +7%
DIM
1028
DLK Investment Management
California
$7.29M +$3.55K +8 +0%
CCS
1029
Concentric Capital Strategies
Connecticut
$7.28M -$2.32M -5,237 -24%
CI
1030
Cavalier Investments
Georgia
$7.23M -$8.95M -20,200 -56%
LFA
1031
Legacy Financial Advisors
Kentucky
$7.23M +$129K +290 +2%
WG
1032
Watchman Group
Texas
$7.23M -$183K -412 -2%
RIA
1033
Realta Investment Advisors
Delaware
$7.23M -$223K -504 -3%
BAG
1034
Bridgewealth Advisory Group
California
$7.23M +$781K +1,762 +12%
FCA
1035
Fortis Capital Advisors
Kansas
$7.22M +$565K +1,275 +9%
ONB
1036
Old National Bancorp
Indiana
$7.22M +$109K +246 +2%
MSFP
1037
Mark Sheptoff Financial Planning
Connecticut
$7.21M -$57.6K -130 -0.8%
VA
1038
Valmark Advisers
Ohio
$7.2M -$119K -269 -2%
DAM
1039
Deltec Asset Management
New York
$7.2M -$2.04M -4,600 -22%
NIWA
1040
New Insight Wealth Advisors
California
$7.2M -$1.66M -3,735 -19%
APP
1041
Avantax Planning Partners
Iowa
$7.2M +$44.3K +100 +0.6%
CAS
1042
CTC Alternative Strategies
Illinois
$7.18M -$1.16M -2,627 -14%
DAC
1043
Dutch Asset Corp
New York
$7.18M +$7.07M +15,956 New
CC
1044
Chicago Capital
Illinois
$7.15M -$260K -586 -4%
FMN
1045
Financial Management Network
California
$7.15M +$754K +1,700 +12%
MYIA
1046
Mount Yale Investment Advisors
Colorado
$7.15M +$2.4M +5,410 +52%
PTP
1047
Platform Technology Partners
New York
$7.14M -$132K -297 -2%
ET
1048
Equitable Trust
Tennessee
$7.11M +$60.7K +137 +0.9%
LTI
1049
Laffer Tengler Investments
Tennessee
$7.11M +$353K +796 +5%
PP
1050
PDS Planning
Ohio
$7.08M +$60.3K +136 +0.9%