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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
501
Farther Finance Advisors
California
$395K +$137K +1,113 +58%
VAS
502
Vestmark Advisory Solutions
Massachusetts
$394K +$385K +3,128 New
PWM
503
Perigon Wealth Management
California
$388K +$35.9K +292 +10%
AWM
504
AE Wealth Management
Kansas
$386K +$378K +3,071 New
MFAM
505
Motley Fool Asset Management
Virginia
$386K +$47.8K +389 +15%
BFIM
506
Beese Fulmer Investment Management
Ohio
$385K +$111K +905 +42%
VA
507
VestGen Advisors
Illinois
$382K +$16K +130 +7%
RFA
508
Register Financial Advisors
Georgia
$377K – – –
EFG
509
Elevated Financial Group
Indiana
$375K +$27.8K +226 +8%
VI
510
Vestcor Inc
New Brunswick, Canada
$373K – – –
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$362K +$83.9K +682 +31%
KA
512
Kovack Advisors
Florida
$361K -$12.2K -99 -3%
HWAM
513
Hennion & Walsh Asset Management
New Jersey
$360K +$85.6K +696 +32%
IA
514
IFP Advisors
Florida
$358K +$10.1K +82 +3%
TWML
515
Todd Wealth Management, LLC
Florida
$356K -$12.8K -104 -4%
CIM
516
Cambria Investment Management
California
$354K -$196K -1,595 -36%
ACA
517
Affinity Capital Advisors
California
$352K +$4.3K +35 +1%
CFM
518
Catalyst Funds Management
Australia
$350K +$343K +2,785 New
SLA
519
Silver Lake Advisory
Utah
$343K +$24.6K +200 +8%
Polen Capital Management
520
Polen Capital Management
Florida
$341K -$42.8K -348 -11%
JWCA
521
J.W. Cole Advisors
Florida
$339K -$60.3K -490 -15%
LA
522
LVW Advisors
New York
$339K +$46.6K +379 +16%
SWASL
523
Spartan Wealth Advisory Services LLC
Michigan
$338K +$330K +2,686 New
Chevy Chase Trust
524
Chevy Chase Trust
Maryland
$338K -$1.23K -10 -0.4%
Envestnet Portfolio Solutions
525
Envestnet Portfolio Solutions
Illinois
$336K -$153K -1,247 -32%