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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1226
PBMares Wealth Management
Virginia
$555K +$495K +1,683 New
DWM
1227
Dakota Wealth Management
Florida
$553K -$822K -2,793 -62%
CEP
1228
Chicago Equity Partners
Illinois
$551K -$54.4K -185 -10%
VWM
1229
Valley Wealth Managers
New Jersey
$546K
SIA
1230
Starfire Investment Advisers
Michigan
$545K +$265K +900 +119%
IIM
1231
Ipswich Investment Management
Massachusetts
$539K -$1.47K -5 -0.3%
ISL
1232
Ingalls & Snyder LLC
New York
$539K +$166K +563 +53%
PFA
1233
Paradigm Financial Advisors
Missouri
$538K +$191K +650 +66%
BCM
1234
BTR Capital Management
California
$536K
HCM
1235
Howard Capital Management
Georgia
$532K -$51.2K -174 -10%
IFG
1236
Investors Financial Group
Minnesota
$530K +$473K +1,606 New
VC
1237
Vicus Capital
Pennsylvania
$529K +$88.6K +301 +23%
PAG
1238
Pinnacle Advisory Group
Maryland
$528K +$471K +1,600 New
HH
1239
Hilltop Holdings
Texas
$525K -$28K -95 -6%
WCM
1240
Windward Capital Management
California
$523K -$2.65K -9 -0.6%
IWM
1241
IHT Wealth Management
Illinois
$523K -$588 -2 -0.1%
AWM
1242
Alterna Wealth Management
Texas
$523K +$54.7K +186 +13%
BL
1243
Balentine LLC
Georgia
$521K +$444K +1,510 +2,188%
ECG
1244
Edge Capital Group
Georgia
$518K -$40.6K -138 -8%
SFA
1245
Sequoia Financial Advisors
Ohio
$516K +$2.06K +7 +0.4%
TFS
1246
Thoroughbred Financial Services
Tennessee
$516K +$29.7K +101 +7%
TP
1247
Tranquility Partners
Tennessee
$515K
LC
1248
Lindbrook Capital
California
$515K +$10.9K +37 +2%
MCWS
1249
McKinley Carter Wealth Services
West Virginia
$513K +$1.76K +6 +0.4%
RB
1250
Rodgers Brothers
Pennsylvania
$511K