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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
1051
V-Square Quantitative Management
Illinois
$637K -$49K -191 -7%
Jones Financial Companies
1052
Jones Financial Companies
Missouri
$634K +$362K +1,409 +131%
LFA
1053
Legacy Financial Advisors
Kentucky
$634K -$1.8K -7 -0.3%
SPWG
1054
Sage Private Wealth Group
Illinois
$632K +$70.6K +275 +13%
GIA
1055
Gladstone Institutional Advisory
Florida
$631K -$13.4K -52 -2%
MYIA
1056
Mount Yale Investment Advisors
Colorado
$631K -$4.88K -19 -0.8%
SAM
1057
Silvercrest Asset Management
New York
$630K +$46.2K +180 +8%
PP
1058
PDS Planning
Ohio
$624K +$28.5K +111 +5%
WFAG
1059
Worth Financial Advisory Group
North Carolina
$621K +$626K +2,436 New
BB
1060
Burford Brothers
Texas
$620K
PWMG
1061
Prestige Wealth Management Group
New Jersey
$620K +$185K +720 +42%
EH
1062
Equitable Holdings
New York
$614K +$174K +676 +39%
CPWA
1063
Cerro Pacific Wealth Advisors
California
$612K +$617K +2,401 New
GA
1064
Goldstein Advisors
Wisconsin
$612K +$9.76K +38 +2%
KFS
1065
Kurt F. Somerville
$612K
MTIC
1066
Missouri Trust & Investment Company
Missouri
$607K +$611K +2,378 New
VBCG
1067
Valley Brook Capital Group
Pennsylvania
$606K +$145K +565 +31%
HVIA
1068
Hudson Valley Investment Advisors
New York
$604K +$165K +641 +32%
PL
1069
Plancorp LLC
Missouri
$604K +$8.22K +32 +1%
KP
1070
Keel Point
Alabama
$601K +$249K +968 +76%
BEI
1071
Benjamin Edwards Inc
Missouri
$600K -$49K -191 -8%
Fidelity International
1072
Fidelity International
Bermuda
$599K -$6.64M -25,865 -92%
VC
1073
Vicus Capital
Pennsylvania
$598K -$7.96K -31 -1%
EI
1074
Ellevest Inc
New York
$596K +$84.7K +330 +16%
RCA
1075
Ranch Capital Advisors
Florida
$591K +$80.4K +313 +16%