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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
851
Demars Financial Group
Washington
$508K +$465K +3,582 New
TAFW
852
Tred Avon Family Wealth
Maryland
$508K +$465K +3,581 New
PFGIA
853
Patriot Financial Group Insurance Agency
Massachusetts
$504K +$10.5K +81 +2%
SS
854
SBI Securities
Japan
$503K +$64.7K +499 +16%
TAM
855
Trust Asset Management
Texas
$503K -$272K -2,100 -37%
NG
856
Novem Group
New York
$500K +$458K +3,527 New
FFG
857
Fiduciary Financial Group
California
$497K -$2.73K -21 -0.6%
CCA
858
Checchi Capital Advisers
California
$496K +$13K +100 +3%
DA
859
Detalus Advisors
Missouri
$495K -$6.88K -53 -1%
PGWM
860
Parisi Gray Wealth Management
New Jersey
$495K +$38.3K +295 +9%
BFA
861
Bragg Financial Advisors
North Carolina
$485K
WQ
862
Wealth Quarterback
New Jersey
$485K +$443K +3,418 New
ICP
863
Interchange Capital Partners
Pennsylvania
$484K +$78.2K +603 +21%
KA
864
Kintegral Advisory
New York
$484K -$1.95K -15 -0.4%
3IP
865
3Chopt Investment Partners
Virginia
$481K
GCP
866
GSA Capital Partners
United Kingdom
$478K +$437K +3,371 New
SB
867
Sunflower Bank
Texas
$476K +$1.3K +10 +0.3%
GS
868
GWN Securities
Florida
$471K +$427K +3,293 New
MWM
869
Mission Wealth Management
California
$470K -$908 -7 -0.2%
AA
870
Addison Advisors
Vermont
$468K +$1.04K +8 +0.2%
PWP
871
Principle Wealth Partners
Connecticut
$462K +$5.19K +40 +1%
HPC
872
HM Payson & Co
Maine
$457K +$11K +85 +3%
OCM
873
Orion Capital Management
California
$456K -$19.3K -149 -4%
AG
874
Ascent Group
Virginia
$454K -$18.7K -144 -4%
HCA
875
Harbour Capital Advisors
Virginia
$450K