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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
726
Next Financial Group
Texas
$136K +$10.3K +37 +8%
SBL
727
Sargent Bickham Lagudis
Colorado
$131K – – –
HWM
728
HighMark Wealth Management
Minnesota
$125K – – –
RFA
729
Reilly Financial Advisors
California
$112K +$5.55K +20 +5%
TFO
730
Tarbox Family Office
California
$111K – – –
SCA
731
Sandy Cove Advisors
Massachusetts
$111K +$113K +408 New
FRA
732
Front Row Advisors
California
$108K – – –
IA
733
IFP Advisors
Florida
$108K +$33K +119 +44%
CAL
734
Capital Analysts LLC
Pennsylvania
$98K -$6.11K -22 -6%
FF
735
FourThought Financial
Florida
$98K +$5.55K +20 +6%
CWC
736
Carolinas Wealth Consulting
North Carolina
$93K +$11.1K +40 +13%
HI
737
Harbour Investments
Wisconsin
$88K -$30.5K -110 -26%
LAS
738
Lloyd Advisory Services
Georgia
$88K +$15.5K +56 +21%
BDWM
739
Brewin Dolphin Wealth Management
Ireland
$82K – – –
LWA
740
Lenox Wealth Advisors
New York
$81K +$1.94K +7 +2%
FP
741
Financial Perspectives
Minnesota
$75.7K – – –
HWA
742
HHM Wealth Advisors
Tennessee
$74K – – –
NR
743
Newfound Research
Massachusetts
$74K +$75.5K +272 New
SCA
744
Snowden Capital Advisors
New York
$72K -$504K -1,814 -87%
VC
745
Vestor Capital
Illinois
$71K – – –
KSWA
746
Kathleen S. Wright Associates
Pennsylvania
$68K +$69.4K +250 New
AS
747
Altshuler Shaham
Israel
$67K +$68.3K +246 New
CA
748
Cornerstone Advisory
Maryland
$66K +$66.6K +240 New
KTC
749
Kistler-Tiffany Companies
Pennsylvania
$61K +$278 +1 +0.5%
NFSG
750
Newbridge Financial Services Group
Florida
$61K +$42.2K +152 +217%