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Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
426
Ashton Thomas Private Wealth
Arizona
$621K +$631K +21,017 New
FFS
427
Founders Financial Securities
Maryland
$621K +$19.1K +637 +3%
BCM
428
Birmingham Capital Management
Alabama
$610K -$45.7K -1,520 -7%
FM
429
Foster & Motley
Ohio
$607K -$119K -3,974 -16%
SCM
430
SIR Capital Management
New York
$606K -$1.53M -50,800 -71%
SF
431
Summit Financial
New Jersey
$603K +$92.7K +3,084 +18%
AF
432
Allworth Financial
California
$602K +$233K +7,746 +67%
GC
433
Guggenheim Capital
Illinois
$594K +$54.8K +1,824 +10%
MWS
434
Maxwell Wealth Strategies
California
$593K
MFIM
435
Mesirow Financial Investment Management
Illinois
$593K -$49.8K -1,659 -8%
PCM
436
Ping Capital Management
New York
$591K
SW
437
SVB Wealth
Massachusetts
$588K +$597K +19,880 New
CI
438
Cherokee Insurance
Michigan
$587K +$597K +19,854 New
RP
439
Raelipskie Partnership
Ontario, Canada
$585K
HI
440
Horizon Investments
North Carolina
$584K +$19.2K +640 +3%
LI
441
Louisbourg Investments
New Brunswick, Canada
$582K
CWM
442
Cornerstone Wealth Management
Missouri
$578K +$19.7K +657 +3%
WA
443
Waverly Advisors
Alabama
$576K +$206K +6,872 +54%
MG
444
Mather Group
Illinois
$575K +$1.83K +61 +0.3%
BWP
445
Balboa Wealth Partners
Arizona
$573K -$32.5K -1,081 -5%
EB
446
Eastern Bank
Massachusetts
$572K
TIAA Trust, National Association
447
TIAA Trust, National Association
North Carolina
$570K -$73.5K -2,446 -11%
BEI
448
Benjamin Edwards Inc
Missouri
$565K -$41.1K -1,369 -7%
TYCC
449
Texas Yale Capital Corp
Florida
$560K +$38.3K +1,275 +7%
SI
450
SCP Investment
California
$556K +$180K +6,000 +47%