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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
1026
B. Riley Wealth Advisors
Florida
$580K -$12.1K -46 -2%
AF
1027
Affiance Financial
Minnesota
$579K – – –
TCPW
1028
Twin City Private Wealth
North Carolina
$579K +$14K +53 +3%
CI
1029
CX Institutional
Indiana
$577K -$6.58K -25 -1%
DWM
1030
Diversify Wealth Management
Utah
$577K +$32.7K +124 +6%
DAS
1031
Diversify Advisory Services
Utah
$577K +$560K +2,125 New
KA
1032
Klingman & Associates
New York
$574K +$50.8K +193 +10%
RWM
1033
Rench Wealth Management
Texas
$574K +$1.58K +6 +0.3%
MF
1034
Magnetar Financial
Illinois
$574K +$542K +2,059 New
OQS
1035
Occudo Quantitative Strategies
Florida
$570K -$2.69M -10,219 -83%
BWM
1036
Biltmore Wealth Management
Arizona
$570K +$88.5K +336 +20%
GWM
1037
Geneos Wealth Management
Colorado
$566K -$12.4K -47 -2%
FAM
1038
Fred Alger Management
New York
$564K +$11.1K +42 +2%
MA
1039
Montag & Associates
Georgia
$561K +$52.7K +200 +11%
AAP
1040
Aristotle Atlantic Partners
Florida
$557K – – –
FH
1041
FWG Holdings
Florida
$556K +$27.1K +103 +5%
RIA
1042
Regal Investment Advisors
Michigan
$552K +$522K +1,982 New
SP
1043
Stonebrook Private
Michigan
$551K +$16.1K +61 +3%
VAM
1044
Verity Asset Management
North Carolina
$551K +$521K +1,977 New
BWM
1045
Blossom Wealth Management
California
$550K -$14K -53 -3%
Fisher Asset Management
1046
Fisher Asset Management
Washington
$549K -$648K -2,460 -56%
CFSG
1047
Clark Financial Services Group
Missouri
$549K – – –
CFG
1048
Certior Financial Group
Pennsylvania
$547K -$527 -2 -0.1%
PWAM
1049
Private Wealth Asset Management
Iowa
$546K +$12.6K +48 +3%
CTC
1050
Central Trust Company
Missouri
$545K +$32.4K +123 +7%