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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
1076
Sonata Capital Group
Washington
$517K
KC
1077
Kenfarb & Co
Kentucky
$514K
NFG
1078
Nations Financial Group
Iowa
$512K -$276K -1,397 -34%
BOPW
1079
Brandywine Oak Private Wealth
Pennsylvania
$512K
BRG
1080
Bay Rivers Group
Virginia
$508K -$2.57K -13 -0.5%
IFG
1081
Independent Financial Group
California
$507K +$163K +823 +44%
PCA
1082
Pallas Capital Advisors
Massachusetts
$507K -$265K -1,340 -33%
CF
1083
Centaurus Financial
California
$506K -$6.13K -31 -1%
LS
1084
Livforsakringsbolaget Skandia
Sweden
$505K
BA
1085
Bridgewater Associates
Connecticut
$505K +$255K +1,288 +93%
AFG
1086
Albion Financial Group
Utah
$503K -$7.12K -36 -1%
JWCA
1087
J.W. Coons Advisors
Ohio
$502K +$73.7K +373 +17%
CWM
1088
Circle Wealth Management
New Jersey
$502K +$230K +1,161 +100%
ICM
1089
IMS Capital Management
Oregon
$501K -$8.5K -43 -2%
QPWM
1090
Quadrant Private Wealth Management
Pennsylvania
$500K +$63.1K +319 +14%
PFPT
1091
Pinnacle Financial Partners (Tennessee)
Tennessee
$499K -$27.5K -139 -5%
AP
1092
Advisors Preferred
Maryland
$495K +$512K +2,591 New
PWA
1093
Phoenix Wealth Advisors
North Carolina
$494K +$510K +2,581 New
CAM
1094
Concorde Asset Management
Michigan
$494K +$517K +2,617 New
GFP
1095
Gryphon Financial Partners
Ohio
$490K -$30K -152 -6%
CMI
1096
Clare Market Investments
Texas
$489K -$98.4K -498 -16%
WAM
1097
Westport Asset Management
Connecticut
$488K
AWM
1098
Avitas Wealth Management
California
$488K +$512K +2,588 New
CP
1099
Castleview Partners
Texas
$485K +$509K +2,577 New
SB
1100
Strategic Blueprint
Georgia
$484K -$58.5K -296 -10%