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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1076
Peak Financial Management
Massachusetts
$294K +$5.86K +50 +2%
IGGA
1077
Iron Gate Global Advisors
Utah
$294K +$63.3K +540 +28%
SC
1078
Sierra Capital
Florida
$293K -$98.7K -842 -26%
ST
1079
Somerset Trust
Pennsylvania
$293K +$9.61K +82 +3%
GSEP
1080
Golden State Equity Partners
California
$293K +$17.2K +147 +6%
AFC
1081
AFT Forsyth & Company
Florida
$290K
WA
1082
Wealth Architects
California
$286K +$11.8K +101 +4%
SCM
1083
SevenOneSeven Capital Management
Pennsylvania
$286K +$62.3K +532 +29%
RFN
1084
RDA Financial Network
Iowa
$284K +$277K +2,366 New
SIMG
1085
Stephens Investment Management Group
Texas
$282K
HR
1086
Hayden Royal
North Carolina
$280K +$24.6K +210 +10%
RIA
1087
Realta Investment Advisors
Delaware
$279K -$2.93K -25 -1%
AWM
1088
AllSquare Wealth Management
New York
$278K
TFA
1089
Toth Financial Advisory
Virginia
$278K +$35.6K +304 +15%
BJL
1090
Brighton Jones LLC
Washington
$278K +$271K +2,317 New
BFO
1091
Boston Family Office
Massachusetts
$276K +$269K +2,300 New
MFS
1092
Mirabella Financial Services
United Kingdom
$275K -$2.75M -23,491 -91%
IWC
1093
Integrated Wealth Concepts
Massachusetts
$274K +$48.2K +411 +22%
AA
1094
Apriem Advisors
California
$271K
MCM
1095
Maryland Capital Management
Maryland
$267K
STA
1096
Summit Trail Advisors
New York
$266K -$15.8K -135 -6%
MFG
1097
Merit Financial Group
Georgia
$266K +$19K +162 +8%
CAAS
1098
Capital Asset Advisory Services
Michigan
$264K -$236K -2,015 -48%
FM
1099
Foster & Motley
Ohio
$264K +$5.27K +45 +2%
BB
1100
Busey Bank
Illinois
$263K -$26.9K -230 -10%