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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
601
HBK Sorce Advisory
Pennsylvania
$593K -$5.9K -18 -0.9%
IC
602
IEQ Capital
California
$593K +$168K +514 +32%
BPA
603
Beacon Pointe Advisors
California
$592K -$215K -655 -24%
JMFC
604
J.M. Forbes & Co
Massachusetts
$590K -$10.5K -32 -2%
DTL
605
Dynamic Technology Lab
Singapore
$581K -$633K -1,931 -48%
MPPW
606
Mitchell & Pahl Private Wealth
Oklahoma
$580K -$5.57K -17 -0.8%
EF
607
Empirical Finance
Pennsylvania
$577K -$629K -1,919 -48%
JIC
608
Johnson Investment Counsel
Ohio
$575K -$9.83K -30 -1%
IWA
609
Intercontinental Wealth Advisors
Texas
$574K -$74.1K -226 -10%
DA
610
DCF Advisers
Connecticut
$566K +$328K +1,000 +100%
SWA
611
Stratos Wealth Advisors
Ohio
$565K +$56.4K +172 +9%
AWE
612
Avidian Wealth Enterprises
Texas
$551K +$128K +392 +25%
SPIA
613
Steward Partners Investment Advisory
New York
$546K -$40.3K -123 -6%
AWAG
614
ARS Wealth Advisors Group
Florida
$540K +$626K +1,909 New
AC
615
Avestar Capital
New York
$537K +$5.9K +18 +1%
IC
616
Intersect Capital
California
$521K +$983 +3 +0.2%
EP
617
Eudaimonia Partners
Tennessee
$518K +$141K +430 +31%
HFG
618
Heron Financial Group
New York
$514K
SCP
619
Seizert Capital Partners
Michigan
$512K -$21K -64 -3%
WSCM
620
Wellington Shields Capital Management
New York
$511K -$492K -1,500 -45%
OPS
621
Orion Portfolio Solutions
Nebraska
$508K -$426K -1,300 -42%
IWP
622
Icon Wealth Partners
Texas
$498K -$76.4K -233 -12%
CI
623
Conning Inc
Connecticut
$497K -$342K -1,043 -37%
BCM
624
Brookstone Capital Management
Illinois
$496K +$352K +1,073 +159%
CWP
625
Capital Wealth Planning
Florida
$490K +$44.2K +135 +8%