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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
726
Beaumont Financial Advisors
Massachusetts
$477K +$1.9K +37 +0.5%
MWM
727
Meridian Wealth Management
Kentucky
$477K +$8.43K +164 +2%
VSQM
728
V-Square Quantitative Management
Illinois
$475K +$183K +3,565 +77%
MG
729
Mather Group
Illinois
$469K +$2.26K +44 +0.5%
DFG
730
Delta Financial Group
New Jersey
$467K
PFP
731
Paragon Financial Partners
California
$463K
CFGS
732
Concourse Financial Group Securities
Alabama
$461K -$35.4K -688 -8%
RTC
733
Riverview Trust Company
Washington
$461K
YIA
734
YHB Investment Advisors
Connecticut
$455K
SAG
735
Spotlight Asset Group
Illinois
$450K +$157K +3,046 +64%
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$448K -$44.2K -860 -10%
PCFFS
737
Pacific Center for Financial Services
California
$448K +$7.66K +149 +2%
RG
738
Rathbones Group
United Kingdom
$446K -$5.86K -114 -1%
AWAU
739
Alliance Wealth Advisors (Utah)
Utah
$442K +$25.4K +494 +7%
Nomura Holdings
740
Nomura Holdings
Japan
$438K -$517K -10,054 -57%
CP
741
Cumberland Partners
Ontario, Canada
$434K +$386K +7,500 New
ME
742
McIlrath & Eck
Washington
$433K -$102K -1,976 -21%
SC
743
Savant Capital
Illinois
$432K +$27.5K +534 +8%
TC
744
Trilogy Capital
California
$432K +$384K +7,463 New
NIM
745
Northeast Investment Management
Massachusetts
$430K
QCG
746
Quadrant Capital Group
Ohio
$426K -$3.55K -69 -0.9%
AAS
747
Avantax Advisory Services
Texas
$424K -$25.6K -498 -6%
AWM
748
Axxcess Wealth Management
California
$424K +$2.98K +58 +0.8%
NW
749
NewEdge Wealth
Pennsylvania
$419K -$11K -214 -3%
GA
750
Geller Advisors
New York
$418K -$12.9K -250 -3%