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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1351
Forefront Wealth Management
Pennsylvania
$207K +$3.89K +37 +2%
RAG
1352
RIA Advisory Group
Iowa
$206K -$752K -7,160 -79%
DAS
1353
Dynamic Advisor Solutions
Arizona
$204K +$9.04K +86 +5%
TWC
1354
TD Waterhouse Canada
Ontario, Canada
$204K +$8.09K +77 +4%
Lazard Asset Management
1355
Lazard Asset Management
New York
$203K +$11.9K +113 +6%
GS
1356
GTS Securities
Florida
$202K -$144K -1,374 -42%
NPF
1357
Norris Perne & French
Michigan
$202K – – –
USB
1358
Union Savings Bank
Connecticut
$201K +$13.2K +126 +7%
HWA
1359
Heartwood Wealth Advisors
Virginia
$201K – – –
LWM
1360
Laidlaw Wealth Management
New York
$201K – – –
OWM
1361
OneAscent Wealth Management
Alabama
$200K +$200K +1,900 New
VCM
1362
Versant Capital Management
Arizona
$197K -$14.1K -134 -7%
YP
1363
YANKCOM Partnership
South Dakota
$195K +$2.52K +24 +1%
CCA
1364
Catalyst Capital Advisors
New York
$191K +$79.9K +760 +72%
CSC
1365
Caldwell Sutter Capital
California
$191K -$420 -4 -0.2%
DWS
1366
Dynamic Wealth Strategies
California
$190K -$37K -352 -16%
PMFA
1367
Plante Moran Financial Advisors
Michigan
$189K -$18.4K -175 -9%
PGAM
1368
Princeton Global Asset Management
New Jersey
$180K +$57.6K +548 +47%
CH
1369
Cromwell Holdings
Wyoming
$169K -$2.73K -26 -2%
HC
1370
Hurley Capital
New York
$169K – – –
RA
1371
Ransom Advisory
Rhode Island
$169K – – –
CTA
1372
Colonial Trust Advisors
South Carolina
$168K – – –
TCM
1373
Traub Capital Management
Massachusetts
$167K +$166K +1,582 New
AAP
1374
Arax Advisory Partners
Colorado
$164K -$1.26K -12 -0.8%
RA
1375
Rise Advisors
New York
$163K +$420 +4 +0.3%