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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$599 -$281 -15 -33%
BFPW
377
BOK Financial Private Wealth
Colorado
$541 -$262 -14 -33%
KFI
378
Key Financial Inc
Pennsylvania
$535 – – –
APC
379
Aspire Private Capital
North Carolina
$522 – – –
BWAM
380
Boyd Watterson Asset Management
Ohio
$503 +$487 +26 New
CCA
381
Column Capital Advisors
Indiana
$483 – – –
MAM
382
Marquette Asset Management
Minnesota
$445 – – –
BLC
383
Brown, Lisle/Cummings
Rhode Island
$445 +$94 +5 +28%
MCC
384
Money Concepts Capital
Florida
$445 +$431 +23 New
PP
385
Pacifica Partners
Canada
$434 +$431 +23 New
AWM
386
Avior Wealth Management
Nebraska
$425 – – –
BHWM
387
Beaird Harris Wealth Management
Texas
$387 – – –
HWP
388
Highline Wealth Partners
California
$367 – – –
PWMG
389
Prestige Wealth Management Group
New Jersey
$367 – – –
CFD
390
Creative Financial Designs
Indiana
$311 -$150 -8 -33%
JFA
391
JNBA Financial Advisors
Minnesota
$309 – – –
ME
392
McIlrath & Eck
Washington
$309 – – –
AF
393
Advisornet Financial
Minnesota
$309 +$300 +16 New
SIC
394
SJS Investment Consulting
Ohio
$290 -$262 -14 -48%
EBA
395
Eagle Bay Advisors
New York
$232 – – –
RWM
396
Raffa Wealth Management
District of Columbia
$213 – – –
SWM
397
Sugarloaf Wealth Management
Georgia
$193 – – –
TIM
398
Tortoise Investment Management
New York
$174 – – –
DI
399
Disciplined Investments
Oklahoma
$174 +$37 +2 +29%
HWMA
400
Heritage Wealth Management (Arizona)
Arizona
$155 +$75 +4 +100%