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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Modern Wealth Management
Kansas
$114K +$103K +16,782 New
CA
302
Clearstead Advisors
Ohio
$114K +$147 +24 +0.1%
TI
303
Tidal Investments
Wisconsin
$113K +$24.8K +4,048 +32%
Vontobel Holding
304
Vontobel Holding
Switzerland
$111K +$734 +120 +0.7%
MOS
305
MGO One Seven
Ohio
$110K +$18.4K +3,001 +23%
FFN
306
Focus Financial Network
Minnesota
$110K +$6.12K +1,000 +7%
PAG
307
Private Advisor Group
New Jersey
$109K +$6.11K +998 +7%
QCM
308
QRG Capital Management
Illinois
$106K +$11.6K +1,891 +14%
GF
309
Gabelli Funds
New York
$104K +$1.14K +186 +1%
IWC
310
Integrated Wealth Concepts
Massachusetts
$103K +$21.4K +3,504 +30%
SWM
311
Stockman Wealth Management
Montana
$101K +$90.9K +14,864 New
OCM
312
Osbon Capital Management
Massachusetts
$97.8K -$42.9K -7,013 -33%
DPI
313
Diversified Portfolios Inc
Michigan
$95.5K – – –
YCM
314
Yousif Capital Management
Michigan
$95.4K +$4.07K +665 +5%
GWP
315
Gateway Wealth Partners
Wisconsin
$95.2K -$91.5K -14,961 -52%
PI
316
PFG Investments
New York
$94.1K +$84.4K +13,800 New
FRA
317
Frank Rimerman Advisors
California
$92.8K +$9.46K +1,547 +13%
CA
318
CoreCap Advisors
Michigan
$90.8K -$3.13K -511 -4%
SFGM
319
Stonebridge Financial Group (Missouri)
Missouri
$90.3K +$8.85K +1,447 +12%
CIA
320
Concurrent Investment Advisors
Florida
$90.1K +$11.2K +1,839 +16%
Principal Financial Group
321
Principal Financial Group
Iowa
$90.1K -$127K -20,836 -61%
TWM
322
Tortuga Wealth Management
California
$89.1K – – –
MML Investors Services
323
MML Investors Services
Massachusetts
$87.6K +$78.6K +12,842 New
P
324
&Partners
Tennessee
$85.8K +$76.9K +12,577 New
T
325
Tableaux
Massachusetts
$84.6K -$9.11K -1,490 -11%