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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
476
Csenge Advisory Group
Florida
$391K +$1.53K +20 +0.4%
PWG
477
Portside Wealth Group
Utah
$380K +$15.8K +207 +5%
BTWM
478
Baker Tilly Wealth Management
Wisconsin
$373K -$23K -301 -7%
FVWA
479
Foster Victor Wealth Advisors
South Carolina
$365K
VCA
480
Verdence Capital Advisors
Maryland
$362K +$321K +4,202 New
PP
481
PDS Planning
Ohio
$361K +$49.8K +652 +18%
First Eagle Investment Management
482
First Eagle Investment Management
New York
$354K +$156K +2,035 +98%
S
483
SimplyRich
California
$353K +$312K +4,084 New
TFA
484
Transamerica Financial Advisors
Florida
$350K +$249K +3,261 +412%
HH
485
Hilltop Holdings
Texas
$350K +$20K +262 +7%
PCIA
486
Prime Capital Investment Advisors
Kansas
$346K +$69.7K +912 +29%
JWCA
487
J.W. Cole Advisors
Florida
$338K -$216K -2,829 -42%
Thrivent Financial for Lutherans
488
Thrivent Financial for Lutherans
Minnesota
$336K +$31.1K +407 +12%
IWA
489
Icon Wealth Advisors
Texas
$331K +$43.3K +566 +17%
OAC
490
OMERS Administration Corp
Ontario, Canada
$328K +$290K +3,800 New
HNB
491
Huntington National Bank
Ohio
$326K +$187K +2,440 +183%
WS
492
Wedbush Securities
California
$323K +$286K +3,741 New
IWC
493
Integrated Wealth Concepts
Massachusetts
$322K +$23.6K +309 +9%
SVWAG
494
Sound View Wealth Advisors Group
Georgia
$319K +$283K +3,700 New
NG
495
Norden Group
Utah
$311K +$275K +3,604 New
SSWM
496
Strait & Sound Wealth Management
California
$310K +$4.59K +60 +2%
MWM
497
Modern Wealth Management
Kansas
$308K +$273K +3,571 New
KIA
498
KLR Investment Advisors
Rhode Island
$303K -$110K -1,437 -27%
BCM
499
Barden Capital Management
Texas
$299K
EFS
500
Essex Financial Services
Connecticut
$297K +$263K +3,447 New