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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2226
Pure Financial Advisors
California
$845K +$52.8K +225 +6%
CDIA
2227
Capital Directions Investment Advisors
Georgia
$842K -$14.5K -62 -2%
UFF
2228
USA Financial Formulas
Michigan
$841K +$880K +3,752 +17,055%
KFGK
2229
Keystone Financial Group (Kentucky)
Kentucky
$839K +$35.4K +151 +4%
WW
2230
Waterfront Wealth
Kansas
$838K -$49.2K -210 -5%
WMA
2231
Wealth Management Associates
New Jersey
$836K -$371K -1,581 -30%
PMA
2232
Prudent Man Advisors
Illinois
$835K -$6.8K -29 -0.8%
ECA
2233
Elevated Capital Advisors
Utah
$832K +$875K +3,733 New
HCP
2234
Hexagon Capital Partners
Arkansas
$830K +$8.44K +36 +1%
BFM
2235
Boothbay Fund Management
New York
$827K -$2.09M -8,920 -71%
EAM
2236
Evanson Asset Management
California
$826K +$41.3K +176 +5%
BCM
2237
Brown Capital Management
Maryland
$824K -$13.6K -58 -2%
KA
2238
Kercheville Advisors
Texas
$824K +$70.3K +300 +9%
CCIA
2239
Campbell & Co Investment Adviser
Maryland
$824K +$868K +3,700 New
SFA
2240
Sequoia Financial Advisors
Ohio
$822K -$2.82M -12,017 -77%
AWM
2241
Altavista Wealth Management
North Carolina
$822K +$150K +638 +21%
EI
2242
Ellevest Inc
New York
$818K +$91.7K +391 +12%
BCA
2243
Biltmore Capital Advisors
New Jersey
$816K +$14.3K +61 +2%
SLT
2244
St Louis Trust
Missouri
$815K
AI
2245
ArchPoint Investors
Florida
$812K +$621K +2,647 +265%
PCG
2246
Private Capital Group
Connecticut
$809K +$31.2K +133 +4%
3F
2247
360 Financial
Minnesota
$808K -$22.7K -97 -3%
OPA
2248
Old Port Advisors
Maine
$808K +$1.88K +8 +0.2%
MA
2249
MJP Associates
Connecticut
$807K +$3.28K +14 +0.4%
KCM
2250
Kathmere Capital Management
Pennsylvania
$807K +$155K +663 +22%