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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Andina Capital Management
Utah
$519K +$10.7K +59 +2%
VWA
802
Visionary Wealth Advisors
Illinois
$519K -$357K -1,959 -38%
BHIA
803
Birch Hill Investment Advisors
Massachusetts
$518K +$585K +3,210 New
NWAG
804
Net Worth Advisory Group
Utah
$517K +$584K +3,205 New
PFA
805
Petra Financial Advisors
Colorado
$517K -$37.7K -207 -6%
FA
806
FSA Advisors
Michigan
$516K +$582K +3,197 New
PCS
807
Personal CFO Solutions
New Jersey
$516K -$20.9K -115 -3%
HI
808
Harbour Investments
Wisconsin
$516K -$139K -763 -19%
CCMG
809
Clark Capital Management Group
Pennsylvania
$515K +$139K +761 +31%
VCA
810
Verdence Capital Advisors
Maryland
$514K -$20.2K -111 -3%
HIA
811
Harbor Investment Advisory
Maryland
$512K +$481K +2,642 +496%
BW
812
Balance Wealth
Ohio
$512K -$546 -3 -0.1%
AF
813
Allworth Financial
California
$510K +$70.9K +389 +14%
MIM
814
Moseley Investment Management
Florida
$510K +$179K +985 +45%
PTC
815
Private Trust Company
Ohio
$506K +$93.3K +512 +19%
GFP
816
Gryphon Financial Partners
Ohio
$505K +$114K +626 +25%
TFA
817
Transamerica Financial Advisors
Florida
$502K +$212K +1,166 +60%
CAG
818
Csenge Advisory Group
Florida
$500K +$345K +1,896 +158%
AFG
819
Atomi Financial Group
New York
$499K -$7.29K -40 -1%
HCS
820
Himension Capital (Singapore)
Singapore
$499K +$563K +3,092 New
ICP
821
Interchange Capital Partners
Pennsylvania
$498K -$4.01K -22 -0.7%
CFP
822
Comprehensive Financial Planning
Pennsylvania
$497K +$7.65K +42 +1%
SCM
823
Schnieders Capital Management
California
$496K +$560K +3,075 New
BP
824
Ballentine Partners
Massachusetts
$493K -$40.1K -220 -7%
CMTU
825
Capital Markets Trading (UK)
United Kingdom
$492K +$556K +3,052 New