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Name Holding Trade Value Shares
Change
Change in
Stake
VA
1001
Valmark Advisers
Ohio
$468K +$138K +1,532 +44%
MWM
1002
Mission Wealth Management
California
$467K +$42.2K +470 +10%
AAM
1003
AR Asset Management
California
$466K
QFA
1004
Quattro Financial Advisors
Texas
$465K
7CM
1005
7G Capital Management
New York
$465K +$359K +4,000 +400%
BG
1006
Bollard Group
Massachusetts
$465K +$449K +5,000 New
FCBT
1007
First Citizens Bank & Trust
North Carolina
$465K +$449K +4,997 New
ACA
1008
Atlas Capital Advisors
Wyoming
$461K -$11.5K -128 -3%
LFAS
1009
Level Four Advisory Services
Texas
$461K -$102K -1,139 -19%
CS
1010
Comerica Securities
Michigan
$457K +$56K +624 +15%
NRC
1011
New Republic Capital
North Carolina
$456K +$103K +1,150 +31%
RIL
1012
Rothschild Investment LLC
Illinois
$456K
FANJ
1013
Financial Architects (New Jersey)
New Jersey
$456K
MC
1014
Maverick Capital
Texas
$456K +$440K +4,898 New
BAM
1015
Blueshift Asset Management
New Jersey
$455K +$439K +4,888 New
RWB
1016
RMR Wealth Builders
New Jersey
$451K +$180 +2 +0%
BF
1017
BOK Financial
Oklahoma
$451K -$583K -6,490 -57%
AWM
1018
Avitas Wealth Management
California
$450K -$8.53K -95 -2%
SIMM
1019
Stillwater Investment Management (Minnesota)
Minnesota
$448K +$1.71K +19 +0.4%
ET
1020
Equitable Trust
Tennessee
$444K
Empower Advisory Group
1021
Empower Advisory Group
Colorado
$443K +$428K +4,771 New
PWP
1022
Phillips Wealth Planners
Mississippi
$440K +$470K +5,239 New
ACI
1023
Alpha Cubed Investments
California
$438K -$28.2K -314 -6%
MSA
1024
Marino Stram & Associates
Massachusetts
$437K +$26.7K +297 +7%
CWP
1025
Capital Wealth Planning
Florida
$435K +$420K +4,680 New