Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
1301
Heritage Wealth Management (Ohio)
Ohio
$903K – – –
LIA
1302
LS Investment Advisors
Michigan
$896K – – –
AAP
1303
Arax Advisory Partners
Colorado
$894K +$23.2K +136 +3%
FFA
1304
Founders Financial Alliance
North Carolina
$893K +$23.2K +136 +3%
FPF
1305
First Pacific Financial
Washington
$892K +$24K +141 +3%
AG
1306
Ascent Group
Virginia
$888K +$21K +123 +2%
BCWM
1307
Bartlett & Co Wealth Management
Ohio
$887K -$85.5K -502 -9%
BWG
1308
Boomfish Wealth Group
Georgia
$886K +$869K +5,100 New
SIA
1309
Strategic Investment Advisors
Michigan
$883K +$22.8K +134 +3%
BAM
1310
Byrne Asset Management
New Jersey
$879K +$20.4K +120 +2%
MG
1311
Mather Group
Illinois
$878K -$69.5K -408 -7%
BWM
1312
BigSur Wealth Management
Florida
$876K +$857K +5,027 New
GIA
1313
Guyasuta Investment Advisors
Pennsylvania
$872K – – –
BG
1314
Bollard Group
Massachusetts
$868K – – –
RDWM
1315
Red Door Wealth Management
Tennessee
$867K -$18.6K -109 -2%
LCWP
1316
Legacy Capital Wealth Partners
Arkansas
$860K +$116K +683 +16%
WA
1317
Wealthstream Advisors
New York
$859K +$81.3K +477 +11%
BMO
1318
Beck Mack & Oliver
New York
$857K +$1.36K +8 +0.2%
CSIC
1319
Clifford Swan Investment Counsel
California
$854K +$20.4K +120 +3%
AA
1320
AlphaMark Advisors
Kentucky
$846K -$45.2K -265 -5%
WPP
1321
Whalerock Point Partners
Rhode Island
$839K -$34.1K -200 -4%
PA
1322
PFG Advisors
Arizona
$838K +$55.7K +327 +7%
RFM
1323
Royal Fund Management
Florida
$837K +$821K +4,818 New
EWM
1324
Executive Wealth Management
Michigan
$834K +$818K +4,803 New
WANY
1325
Wealthspire Advisors (New York)
New York
$833K -$81.3K -477 -9%