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Name Holding Trade Value Shares
Change
Change in
Stake
FF
926
FourThought Financial
Florida
$597K +$587K +3,608 New
IFWM
927
Institute for Wealth Management
Colorado
$593K +$111K +683 +24%
Edgewood Management
928
Edgewood Management
Connecticut
$592K
SFO
929
Standard Family Office
South Dakota
$591K +$581K +3,572 New
MCWS
930
McKinley Carter Wealth Services
West Virginia
$590K +$8.62K +53 +2%
MFG
931
Menard Financial Group
Texas
$590K +$42.1K +259 +8%
DY
932
Dowling & Yahnke
California
$589K +$60.8K +374 +12%
HIM
933
Hanlon Investment Management
New Jersey
$588K +$134K +826 +30%
CFSG
934
Community Financial Services Group
Vermont
$584K +$83.4K +513 +17%
OQS
935
Occudo Quantitative Strategies
Florida
$584K +$573K +3,526 New
Jones Financial Companies
936
Jones Financial Companies
Missouri
$574K +$8.13K +50 +1%
CCA
937
Checchi Capital Advisers
California
$573K -$48K -295 -8%
FHA
938
First Horizon Advisors
Tennessee
$571K -$47K -289 -8%
KA
939
Kovack Advisors
Florida
$571K +$87.2K +536 +18%
FI
940
FormulaFolio Investments
Michigan
$569K +$559K +3,440 New
TA
941
Tiedemann Advisors
New York
$563K +$20.5K +126 +4%
JCM
942
Jacobi Capital Management
Pennsylvania
$557K +$25.7K +158 +5%
RSC
943
Red Spruce Capital
Pennsylvania
$552K +$40.7K +250 +8%
SFA
944
Sequoia Financial Advisors
Ohio
$552K +$126K +773 +30%
ATPW
945
Ashton Thomas Private Wealth
Arizona
$549K +$140K +858 +35%
W
946
WealthStone
Ohio
$547K -$17.9K -110 -3%
WAP
947
Wealthcare Advisory Partners
Pennsylvania
$544K +$6.67K +41 +1%
QCIG
948
Quad-Cities Investment Group
Iowa
$542K +$163 +1 +0%
WTC
949
WhitTier Trust Company
Nevada
$542K +$33.3K +205 +7%
TCM
950
Tributary Capital Management
Nebraska
$540K -$146K -900 -22%