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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
751
LightSquare Wealth Management
Michigan
$535K +$11.2K +22 +2%
RCA
752
Resonant Capital Advisors
Wisconsin
$529K +$1.02K +2 +0.2%
FMP
753
Financial Management Professionals
Texas
$527K – – –
PE
754
PCM Encore
Colorado
$527K +$87.2K +171 +19%
NL
755
NWAM LLC
Washington
$522K -$11.2K -22 -2%
CIA
756
Capital Investment Advisors
Georgia
$520K -$240K -471 -31%
SAM
757
Smartleaf Asset Management
Massachusetts
$519K – – –
WHG
758
Westwood Holdings Group
Texas
$517K +$537K +1,054 New
PAG
759
Poinciana Advisors Group
Florida
$517K -$498K -976 -48%
TFG
760
Turner Financial Group
Florida
$516K +$536K +1,052 New
VFA
761
Valeo Financial Advisors
Indiana
$514K +$57.1K +112 +12%
ACM
762
Arlington Capital Management
Illinois
$512K – – –
EI
763
Ellevest Inc
New York
$511K -$34.7K -68 -6%
EA
764
Ergawealth Advisors
Illinois
$511K +$531K +1,041 New
XF
765
XML Financial
Maryland
$510K +$43.3K +85 +9%
AWA
766
Arkadios Wealth Advisors
Georgia
$510K +$30.6K +60 +6%
JFG
767
Jefferies Financial Group
New York
$508K -$398K -780 -43%
UWS
768
Unique Wealth Strategies
Illinois
$506K +$526K +1,031 New
PFA
769
Petra Financial Advisors
Colorado
$501K +$521K +1,022 New
PGFC
770
Peapack-Gladstone Financial Corp
New Jersey
$500K +$7.65K +15 +1%
IUHSA
771
Itau Unibanco Holding S.A.
Brazil
$500K +$520K +1,019 New
FRM
772
Fox Run Management
Connecticut
$499K +$519K +1,018 New
STP
773
Science & Technology Partners
New York
$496K -$13.6M -26,580 -96%
XWL
774
XXI Wealth LLC
Illinois
$495K +$188K +368 +57%
AFG
775
Albion Financial Group
Utah
$491K – – –