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Name Holding Trade Value Shares
Change
Change in
Stake
BSC
1501
Brown Shipley & Co
United Kingdom
$764K +$49.4K +255 +7%
BFO
1502
Boston Family Office
Massachusetts
$761K +$88.3K +456 +13%
BFA
1503
Bill Few Associates
Pennsylvania
$758K -$9.68K -50 -1%
FCH
1504
Freestone Capital Holdings
Washington
$758K +$18.6K +96 +3%
UCMOK
1505
United Capital Management of KS
Kansas
$758K +$34.8K +180 +5%
SC
1506
Seldon Capital
California
$755K
RBC
1507
Romano Brothers & Co
Illinois
$754K -$968 -5 -0.1%
MPCG
1508
Matrix Private Capital Group
New York
$751K -$194 -1 -0%
LF
1509
Lighthouse Financial
Florida
$750K +$735K +3,800 New
WWP
1510
WR Wealth Planners
Missouri
$749K -$113K -584 -13%
CIAS
1511
Capital Investment Advisory Services
North Carolina
$748K +$92.1K +476 +14%
TW
1512
Traveka Wealth
California
$740K +$247K +1,276 +52%
DWM
1513
Dogwood Wealth Management
Kansas
$740K +$34.1K +176 +5%
KWM
1514
Kolinsky Wealth Management
New Jersey
$739K +$43K +222 +6%
KW
1515
Keyvantage Wealth
Pennsylvania
$739K +$724K +3,741 New
TWPM
1516
Total Wealth Planning & Management
Florida
$738K +$723K +3,736 New
CA
1517
Continuum Advisory
Idaho
$728K -$7.16K -37 -1%
SMC
1518
Smith, Moore & Co
Missouri
$728K -$16.1K -83 -2%
CA
1519
CoreCap Advisors
Michigan
$727K +$125K +646 +21%
SA
1520
Sovran Advisors
California
$723K +$695K +3,590 New
CGA
1521
Compound Global Advisors
Washington
$722K +$707K +3,655 New
BWP
1522
Barlow Wealth Partners
Kentucky
$718K +$3.1K +16 +0.5%
LWM
1523
Lodestone Wealth Management
Washington
$717K +$33.3K +172 +5%
PMA
1524
Prudent Man Advisors
Illinois
$716K
MFA
1525
Mayflower Financial Advisors
Massachusetts
$713K +$17.6K +91 +3%