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Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1601
Harrell Investment Partners
Texas
$4.3M -$185K -685 -4%
KF
1602
Krilogy Financial
Missouri
$4.3M -$71.4K -264 -2%
GM
1603
GeoWealth Management
Illinois
$4.3M -$1.56M -5,767 -27%
SFA
1604
Semmax Financial Advisors
North Carolina
$4.29M +$91.4K +338 +3%
JCM
1605
Jacobi Capital Management
Pennsylvania
$4.29M +$42.7K +158 +1%
CCA
1606
Checchi Capital Advisers
California
$4.28M -$208K -768 -5%
CRWM
1607
Castle Rock Wealth Management
California
$4.27M +$56.5K +209 +1%
BFA
1608
Buttonwood Financial Advisors
Maryland
$4.26M -$40.6K -150 -1%
SFG
1609
Sowa Financial Group
Rhode Island
$4.25M -$77.3K -286 -2%
CPC
1610
Consolidated Planning Corp
Georgia
$4.25M +$743K +2,750 +22%
OPW
1611
Oxler Private Wealth
New York
$4.25M +$7.3K +27 +0.2%
AC
1612
Avestar Capital
New York
$4.25M +$57.9K +214 +1%
ESB
1613
Essex Savings Bank
Connecticut
$4.24M +$43.3K +160 +1%
JC
1614
JB Capital
Connecticut
$4.24M +$336K +1,241 +9%
MFG
1615
Magnus Financial Group
New York
$4.23M -$31.9K -118 -0.8%
AWA
1616
Aaron Wealth Advisors
Illinois
$4.22M +$373K +1,381 +10%
HBT
1617
Hills Bank & Trust
Iowa
$4.22M -$16.5K -61 -0.4%
MWS
1618
Maxwell Wealth Strategies
California
$4.21M +$413K +1,528 +12%
EWA
1619
EverSource Wealth Advisors
Alabama
$4.21M -$89.2K -330 -2%
LBWM
1620
Left Brain Wealth Management
Illinois
$4.21M +$26.2K +97 +0.6%
ILI
1621
Invesco LLC (Illinois)
Illinois
$4.19M +$95.7K +354 +2%
DWM
1622
Diversify Wealth Management
Utah
$4.18M +$233K +862 +6%
RWB
1623
RMR Wealth Builders
New Jersey
$4.18M +$165K +610 +4%
SSWM
1624
Strait & Sound Wealth Management
California
$4.17M -$811 -3 -0%
HAS
1625
HBW Advisory Services
California
$4.17M -$978K -3,618 -19%