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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1001
Northeast Financial Consultants
Connecticut
$469K +$1.08K +12 +0.2%
VA
1002
Valmark Advisers
Ohio
$468K +$138K +1,532 +44%
MWM
1003
Mission Wealth Management
California
$467K +$42.2K +470 +10%
AAM
1004
AR Asset Management
California
$466K – – –
QFA
1005
Quattro Financial Advisors
Texas
$465K – – –
7CM
1006
7G Capital Management
New York
$465K +$359K +4,000 +400%
BG
1007
Bollard Group
Massachusetts
$465K +$449K +5,000 New
FCBT
1008
First Citizens Bank & Trust
North Carolina
$465K +$449K +4,997 New
ACA
1009
Atlas Capital Advisors
Wyoming
$461K -$11.5K -128 -3%
LFAS
1010
Level Four Advisory Services
Texas
$461K -$102K -1,139 -19%
CS
1011
Comerica Securities
Michigan
$457K +$56K +624 +15%
NRC
1012
New Republic Capital
North Carolina
$456K +$103K +1,150 +31%
RIL
1013
Rothschild Investment LLC
Illinois
$456K – – –
FANJ
1014
Financial Architects (New Jersey)
New Jersey
$456K – – –
MC
1015
Maverick Capital
Texas
$456K +$440K +4,898 New
BAM
1016
Blueshift Asset Management
New Jersey
$455K +$439K +4,888 New
RWB
1017
RMR Wealth Builders
New Jersey
$451K +$180 +2 +0%
BF
1018
BOK Financial
Oklahoma
$451K -$583K -6,490 -57%
AWM
1019
Avitas Wealth Management
California
$450K -$8.53K -95 -2%
SIMM
1020
Stillwater Investment Management (Minnesota)
Minnesota
$448K +$1.71K +19 +0.4%
ET
1021
Equitable Trust
Tennessee
$444K – – –
Empower Advisory Group
1022
Empower Advisory Group
Colorado
$443K +$428K +4,771 New
PWP
1023
Phillips Wealth Planners
Mississippi
$440K +$470K +5,239 New
ACI
1024
Alpha Cubed Investments
California
$438K -$28.2K -314 -6%
MSA
1025
Marino Stram & Associates
Massachusetts
$437K +$26.7K +297 +7%