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Name Holding Trade Value Shares
Change
Change in
Stake
AG
1026
Algert Global
California
$523K +$545K +1,581 New
GJWM
1027
Gilliland Jeter Wealth Management
Arkansas
$521K +$345 +1 +0.1%
MGAM
1028
McGowan Group Asset Management
Texas
$520K +$345 +1 +0.1%
CCG
1029
Catalina Capital Group
California
$520K +$129K +374 +31%
FAFN
1030
First Affirmative Financial Network
Colorado
$518K +$26.6K +77 +5%
PWA
1031
Provenance Wealth Advisors
Florida
$512K
EFG
1032
Everhart Financial Group
Ohio
$508K +$56.9K +165 +12%
SC
1033
Scotia Capital
Ontario, Canada
$506K -$108K -313 -17%
PAS
1034
Professional Advisory Services
Florida
$504K
DWM
1035
Drive Wealth Management
Utah
$504K +$12.8K +37 +2%
HCA
1036
Horan Capital Advisors
Ohio
$504K
MC
1037
Middleton & Co
Massachusetts
$504K
OTL
1038
Oak Thistle LLC
New York
$503K +$525K +1,523 New
PCM
1039
Parsons Capital Management
Rhode Island
$502K -$103K -300 -17%
ET
1040
Equitable Trust
Tennessee
$498K
WBG
1041
Wharton Business Group
Pennsylvania
$496K
LWCFA
1042
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$495K
LBC
1043
Lowe Brockenbrough & Co
Virginia
$494K
WAP
1044
Wealthcare Advisory Partners
Pennsylvania
$492K +$1.38K +4 +0.3%
BWP
1045
BSW Wealth Partners
Colorado
$491K +$6.21K +18 +1%
DI
1046
Diligent Investors
California
$491K -$24.8K -72 -5%
ACM
1047
Advisors Capital Management
New Jersey
$490K +$14.1K +41 +3%
MC
1048
Maverick Capital
Texas
$490K +$511K +1,481 New
OP
1049
ORG Partners
Indiana
$489K +$517K +1,500 New
SVWAG
1050
Sound View Wealth Advisors Group
Georgia
$489K -$12.4K -36 -2%