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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
601
SevenBridge Financial Group
Pennsylvania
$592K +$161 +1 +0%
OIA
602
Optimum Investment Advisors
Illinois
$586K
BSW
603
Buckingham Strategic Wealth
Missouri
$585K +$93.4K +579 +19%
PWMAG
604
Pinnacle Wealth Management Advisory Group
New Jersey
$583K -$4.84K -30 -0.8%
USCWA
605
U.S. Capital Wealth Advisors
Texas
$582K +$590K +3,660 New
RWM
606
Ritholtz Wealth Management
New York
$579K +$27.7K +172 +5%
VA
607
Valmark Advisers
Ohio
$579K -$161 -1 -0%
PA
608
Parallel Advisors
California
$577K +$7.1K +44 +1%
HCM
609
Hall Capital Management
Rhode Island
$575K -$2.42K -15 -0.4%
ACS
610
Archford Capital Strategies
Illinois
$574K +$4.52K +28 +0.8%
MSFS
611
Main Street Financial Solutions
Pennsylvania
$574K -$37.9K -235 -6%
GC
612
Garde Capital
Washington
$573K +$581K +3,600 New
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$573K -$65K -403 -10%
VI
614
Versor Investments
New York
$573K -$355K -2,200 -38%
SPA
615
Sherbrooke Park Advisers
New York
$573K +$129K +800 +29%
KWM
616
KFG Wealth Management
Indiana
$570K +$293K +1,818 +103%
MAWCM
617
Mine & Arao Wealth Creation & Management
California
$569K +$39K +242 +7%
SBH
618
Segall Bryant & Hamill
Illinois
$564K -$2.02M -12,500 -78%
FLPIM
619
F.L. Putnam Investment Management
Massachusetts
$561K +$5.16K +32 +0.9%
HSA
620
HBK Sorce Advisory
Pennsylvania
$558K -$28.5K -177 -5%
FFA
621
Fortune Financial Advisors
Kansas
$557K +$565K +3,501 New
IW
622
Imprint Wealth
South Carolina
$551K +$38.7K +240 +7%
MYAM
623
Meiji Yasuda Asset Management
Japan
$546K -$12.9K -80 -2%
EB
624
Exchange Bank
California
$544K +$551K +3,419 New
LCM
625
LVM Capital Management
Michigan
$538K