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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1001
Principle Wealth Partners
Connecticut
$509K +$7.75K +82 +1%
WAS
1002
Wealth Advisory Solutions
Indiana
$506K +$502K +5,304 New
CTC
1003
Central Trust Company
Missouri
$505K -$133K -1,409 -19%
RWB
1004
RMR Wealth Builders
New Jersey
$505K +$94.5K +999 +21%
SWA
1005
Stratos Wealth Advisors
Ohio
$504K +$178K +1,881 +48%
CFG
1006
Carr Financial Group
Massachusetts
$502K – – –
PCS
1007
Personal CFO Solutions
New Jersey
$501K +$284 +3 +0.1%
FPAS
1008
Focus Partners Advisor Solutions
Missouri
$497K +$234K +2,477 +76%
PA
1009
Probity Advisors
Texas
$493K -$62.1K -657 -10%
DWM
1010
Dakota Wealth Management
Florida
$493K +$3.59K +38 +0.7%
RDWM
1011
Red Door Wealth Management
Tennessee
$492K +$142K +1,497 +36%
VI
1012
Vestcor Inc
New Brunswick, Canada
$487K -$1.07M -11,320 -67%
AIA
1013
Alera Investment Advisors
Illinois
$485K +$12.1K +128 +2%
GIA
1014
GHP Investment Advisors
Colorado
$485K – – –
DBRC
1015
D.B. Root & Company
Pennsylvania
$481K -$7.09K -75 -1%
VA
1016
Valmark Advisers
Ohio
$480K +$95 +1 +0%
CCM
1017
Chiron Capital Management
Florida
$478K -$18.9K -200 -4%
AAM
1018
Auxier Asset Management
Oregon
$477K – – –
ST
1019
Smithfield Trust
Pennsylvania
$476K -$35.6K -376 -6%
AA
1020
ALPS Advisors
Colorado
$473K -$18.3K -194 -3%
GI
1021
Gradient Investments
Minnesota
$470K +$13.4K +142 +3%
CG
1022
Clifford Group
Massachusetts
$467K +$7.66K +81 +2%
MWM
1023
Mission Wealth Management
California
$465K -$10.3K -109 -2%
MSA
1024
Marino Stram & Associates
Massachusetts
$465K +$23.9K +253 +5%
AC
1025
Avestar Capital
New York
$463K -$67.9K -718 -12%