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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
451
Dynamic Advisor Solutions
Arizona
$807K -$1.79K -50 -0.2%
MNBTD
452
Moody National Bank Trust Division
Texas
$802K -$18.3K -510 -2%
OHIS
453
Oak Harvest Investment Services
Texas
$801K +$2.98K +83 +0.4%
BWP
454
Balboa Wealth Partners
Arizona
$800K -$8.53K -238 -1%
RFG
455
Range Financial Group
Oregon
$798K +$38.4K +1,071 +5%
FFS
456
Founders Financial Securities
Maryland
$792K +$753K +21,013 New
Prudential Financial
457
Prudential Financial
New Jersey
$786K -$51.1K -1,425 -6%
GT
458
Greenleaf Trust
Michigan
$783K +$63.8K +1,779 +9%
DWM
459
Dynasty Wealth Management
Florida
$777K +$740K +20,629 New
UB
460
UMB Bank
Missouri
$776K -$144K -4,006 -16%
AC
461
AWM Capital
Arizona
$775K -$492K -13,734 -40%
WPA
462
Winning Points Advisors
Florida
$774K
PGIM
463
Pacific Global Investment Management
California
$771K -$9.11K -254 -1%
CCA
464
Checchi Capital Advisers
California
$763K -$16.5K -461 -2%
CP
465
Covenant Partners
Tennessee
$762K +$328K +9,154 +83%
MPPW
466
Mitchell & Pahl Private Wealth
Oklahoma
$762K +$45.1K +1,258 +7%
GWMR
467
GC Wealth Management RIA
Massachusetts
$761K +$120K +3,333 +20%
CC
468
Courier Capital
New York
$758K
FIA
469
FNY Investment Advisers
New York
$753K -$359K -10,000 -33%
USCWA
470
U.S. Capital Wealth Advisors
Texas
$749K -$509K -14,192 -42%
MFG
471
Merit Financial Group
Georgia
$748K +$151K +4,224 +28%
IIM
472
InTrack Investment Management
Vermont
$747K +$61.9K +1,726 +10%
JIC
473
Johnson Investment Counsel
Ohio
$742K -$42.1K -1,175 -6%
LI
474
Louisbourg Investments
New Brunswick, Canada
$742K
MWS
475
Maxwell Wealth Strategies
California
$741K -$237K -6,606 -25%