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Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
401
Curbstone Financial Management Corp
New Hampshire
$549K -$42.3K -918 -7%
BRWA
402
B. Riley Wealth Advisors
Florida
$541K +$543K +11,779 New
PA
403
Profund Advisors
Maryland
$539K +$202K +4,375 +60%
IAA
404
Independent Advisor Alliance
North Carolina
$531K +$23.8K +515 +5%
CIS
405
Custom Index Systems
New York
$505K +$507K +10,997 New
MM
406
MQS Management
New York
$489K +$491K +10,649 New
CL
407
CSS LLC
Illinois
$489K +$491K +10,648 New
FI
408
Fractal Investments
Connecticut
$486K +$488K +10,585 New
SPC
409
Sigma Planning Corp
Michigan
$484K +$129K +2,786 +36%
VCA
410
Verdence Capital Advisors
Maryland
$483K +$3.78K +82 +0.8%
S
411
SimplyRich
California
$479K -$39.5K -857 -8%
ATPW
412
Ashton Thomas Private Wealth
Arizona
$472K +$474K +10,272 New
GCP
413
GSA Capital Partners
United Kingdom
$469K +$471K +10,212 New
BC
414
Bayforest Capital
United Kingdom
$468K +$133K +2,875 +39%
MSA
415
MUFG Securities Americas
New York
$467K +$232K +5,040 +98%
SMC
416
Smith, Moore & Co
Missouri
$464K +$185K +4,000 +66%
CP
417
CenterBook Partners
Connecticut
$463K +$465K +10,081 New
FPAS
418
Focus Partners Advisor Solutions
Missouri
$463K +$465K +10,074 New
EWA
419
EP Wealth Advisors
California
$460K -$27.5K -596 -6%
GWP
420
Gen-Wealth Partners
Michigan
$455K -$35.7K -774 -7%
RWM
421
Revisor Wealth Management
Ohio
$446K +$53.4K +1,158 +15%
WA
422
Wealth Alliance
New York
$443K +$27.8K +603 +7%
SA
423
Sanctuary Advisors
Indiana
$443K +$116K +2,515 +35%
CFO
424
Callan Family Office
Pennsylvania
$438K +$439K +9,526 New
PTC
425
Petrus Trust Company
Texas
$434K +$105K +2,281 +32%