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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
976
Financial Architects (New Jersey)
New Jersey
$365K +$506 +7 +0.1%
IA
977
IFP Advisors
Florida
$363K -$199K -2,749 -13%
PI
978
PineBridge Investments
New York
$362K +$56.1K +776 +19%
RWB
979
RMR Wealth Builders
New Jersey
$361K +$14.9K +206 +4%
SFCL
980
Strengthening Families & Communities LLC
Massachusetts
$359K +$31K +428 +10%
MG
981
Mather Group
Illinois
$357K -$54.8K -757 -14%
SIMM
982
Stillwater Investment Management (Minnesota)
Minnesota
$357K +$1.81K +25 +0.5%
PCS
983
Personal CFO Solutions
New Jersey
$356K +$20.8K +287 +6%
RIA
984
Realta Investment Advisors
Delaware
$356K -$20.7K -286 -6%
ET
985
Equitable Trust
Tennessee
$356K -$139K -1,915 -29%
GC
986
GFG Capital
Florida
$354K +$344K +4,755 New
Koshinski Asset Management
987
Koshinski Asset Management
Illinois
$353K +$6.44K +89 +2%
AC
988
AXQ Capital
New Jersey
$350K +$340K +4,700 New
First Manhattan
989
First Manhattan
New York
$346K +$28.6K +396 +9%
PGA
990
Portland Global Advisors
Maine
$345K
NCM
991
Narwhal Capital Management
Georgia
$345K +$335K +4,625 New
VFA
992
Values First Advisors
Tennessee
$344K +$54.6K +755 +20%
IC
993
IEQ Capital
California
$343K -$8.83K -122 -3%
SWA
994
Stratos Wealth Advisors
Ohio
$343K +$333K +4,600 New
RBC
995
Romano Brothers & Co
Illinois
$341K +$27.5K +380 +9%
MWM
996
Mission Wealth Management
California
$339K -$30.3K -419 -8%
CC
997
Courier Capital
New York
$338K +$328K +4,538 New
GIA
998
Guyasuta Investment Advisors
Pennsylvania
$336K +$34K +470 +12%
AIA
999
Armor Investment Advisors
North Carolina
$335K -$21.7K -300 -6%
KMWM
1000
Keudell/Morrison Wealth Management
Oregon
$335K -$1.88K -26 -0.6%