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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1026
Foundations Investment Advisors
Arizona
$567K -$46.8K -257 -7%
DFG
1027
Demars Financial Group
Washington
$559K +$208K +1,142 +56%
XF
1028
XML Financial
Maryland
$555K -$42K -231 -7%
PWAM
1029
Private Wealth Asset Management
Iowa
$555K
MM
1030
MQS Management
New York
$554K +$574K +3,154 New
OPOWM
1031
One Plus One Wealth Management
Florida
$550K -$79.7K -438 -12%
AO
1032
Advisor OS
Illinois
$540K +$366K +2,009 +188%
EW
1033
Evoke Wealth
California
$534K +$167K +919 +44%
ECA
1034
Elevated Capital Advisors
Utah
$533K -$59.5K -327 -10%
FHC
1035
First Heartland Consultants
Missouri
$532K +$66.8K +367 +14%
SIA
1036
Strategic Investment Advisors
Michigan
$527K +$547K +3,004 New
BFA
1037
Buttonwood Financial Advisors
Maryland
$526K -$4.55K -25 -0.8%
WWC
1038
Waypoint Wealth Counsel
Georgia
$525K +$331K +1,820 +156%
SWM
1039
SeaCrest Wealth Management
New York
$525K -$150K -827 -21%
CCA
1040
Corps Capital Advisors
Texas
$524K +$288K +1,580 +112%
TWM
1041
Thrive Wealth Management
Pennsylvania
$523K -$154K -844 -22%
SOAMC
1042
Spirit of America Management Corp
New York
$521K +$118K +650 +28%
CL
1043
CSS LLC
Illinois
$521K +$540K +2,970 New
RCM
1044
Requisite Capital Management
Texas
$521K +$535K +2,938 New
CS
1045
Capital Square
Tennessee
$518K -$1.3M -7,129 -71%
PTC
1046
Private Trust Company
Ohio
$516K +$6.55K +36 +1%
TAFW
1047
Tred Avon Family Wealth
Maryland
$515K -$4.37K -24 -0.8%
HVIA
1048
Hudson Valley Investment Advisors
New York
$514K -$72.4K -398 -12%
AWM
1049
Aprio Wealth Management
Georgia
$511K -$47.5K -261 -8%
CCIA
1050
Campbell & Co Investment Adviser
Maryland
$510K +$529K +2,905 New