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Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
Montag & Associates
Georgia
$246K +$12.2K +78 +5%
SIC
552
Samalin Investment Counsel
New York
$245K +$251K +1,603 New
XF
553
XML Financial
Maryland
$244K +$250K +1,592 New
RIA
554
Regal Investment Advisors
Michigan
$238K +$243K +1,551 New
CG
555
Caprock Group
Idaho
$238K +$244K +1,557 New
WA
556
Wealth Alliance
New York
$236K +$242K +1,541 New
AWA
557
Arkadios Wealth Advisors
Georgia
$234K -$337K -2,147 -58%
SC
558
SouthState Corp
Florida
$233K +$34K +217 +17%
MCA
559
Mercer Capital Advisers
New Jersey
$232K
OCM
560
Osterweis Capital Management
California
$232K +$238K +1,515 New
PCA
561
Personal Capital Advisors
California
$228K +$233K +1,488 New
FFG
562
Frisch Financial Group
New York
$226K +$23.5K +150 +11%
Principal Financial Group
563
Principal Financial Group
Iowa
$226K +$231K +1,473 New
SCM
564
Southport Capital Management
Tennessee
$224K +$230K +1,464 New
GC
565
GFG Capital
Florida
$221K +$18K +115 +9%
BFC
566
Blue Fin Capital
Rhode Island
$221K +$227K +1,445 New
GW
567
GW & Wade
Massachusetts
$220K +$225K +1,436 New
KPW
568
Kore Private Wealth
New York
$219K +$225K +1,433 New
MWM
569
Meridian Wealth Management
Kentucky
$218K -$88K -561 -28%
PFO
570
Pathstone Family Office
New Jersey
$218K +$46.6K +297 +26%
SVCP
571
Silicon Valley Capital Partners
California
$218K +$223K +1,421 New
EWA
572
Evolution Wealth Advisors
Florida
$215K +$196K +1,247 +779%
NW
573
NewEdge Wealth
Pennsylvania
$214K -$22K -140 -9%
VAS
574
Vestmark Advisory Solutions
Massachusetts
$214K
VBCG
575
Valley Brook Capital Group
Pennsylvania
$213K +$58K +370 +36%