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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1051
Parisi Gray Wealth Management
New Jersey
$961K
PWP
1052
Private Wealth Partners
California
$957K -$10.4K -50 -1%
CA
1053
Cornerstone Advisory
Maryland
$955K +$79.1K +381 +9%
PAM
1054
Peak Asset Management
Colorado
$953K -$1.04K -5 -0.1%
MMPW
1055
Mitchell McLeod Pugh & Williams
Alabama
$953K
WPW
1056
Waldron Private Wealth
Pennsylvania
$952K -$434K -2,087 -32%
NFG
1057
Nations Financial Group
Iowa
$951K -$228K -1,100 -20%
RMSCM
1058
R.M. Sincerbeaux Capital Management
New York
$950K
LFM
1059
Lumina Fund Management
New York
$950K
GCM
1060
Gables Capital Management
Florida
$950K +$1.04K +5 +0.1%
SIG
1061
Stonegate Investment Group
Alabama
$946K +$478K +2,303 +106%
LWM
1062
Laidlaw Wealth Management
New York
$945K +$18.3K +88 +2%
BA
1063
Bristlecone Advisors
Washington
$945K -$5.82K -28 -0.6%
DBIA
1064
Dumont & Blake Investment Advisors
New Jersey
$945K -$21K -101 -2%
CBTWT
1065
Community Bank & Trust (Waco, Texas)
Texas
$945K -$18.5K -89 -2%
EFG
1066
Everhart Financial Group
Ohio
$941K +$607K +2,921 +159%
WP
1067
WealthPLAN Partners
Nebraska
$940K -$11.2K -54 -1%
BIAS
1068
Beacon Investment Advisory Services
New Jersey
$938K +$922K +4,441 New
FAG
1069
Fortitude Advisory Group
Washington
$936K +$16.6K +80 +2%
PWAM
1070
Pinnacle West Asset Management
Wyoming
$933K -$5.19K -25 -0.6%
CAC
1071
Certified Advisory Corp
Florida
$928K
CC
1072
Chicago Capital
Illinois
$928K +$5.4K +26 +0.6%
SCI
1073
Stableford Capital II
Arizona
$926K +$807K +3,886 New
ClearBridge Investments
1074
ClearBridge Investments
New York
$926K -$41.8K -201 -4%
SCP
1075
Sender Company & Partners
New York
$924K +$909K +4,378 New