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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
951
Stratos Wealth Advisors
Ohio
$403K +$402K +6,881 New
HIA
952
Harbor Investment Advisory
Maryland
$402K +$65.7K +1,124 +20%
VCA
953
Verdence Capital Advisors
Maryland
$401K -$2.04K -35 -0.5%
GSWM
954
Golden State Wealth Management
California
$399K +$10.5K +180 +3%
CIP
955
Convergence Investment Partners
Florida
$394K -$247K -4,227 -39%
IAIM
956
International Assets Investment Management
Florida
$393K +$101K +1,737 +35%
RCAG
957
Rehmann Capital Advisory Group
Michigan
$387K +$14.2K +243 +4%
NWA
958
New World Advisors
Massachusetts
$387K
ARC
959
Advisor Resource Council
Texas
$385K -$159K -2,723 -29%
JGUA
960
John G. Ullman & Associates
New York
$384K
GWM
961
Greenhouse Wealth Management
Connecticut
$381K
AGM
962
Alpine Global Management
New York
$381K +$28.9K +494 +8%
PCP
963
Proficio Capital Partners
Massachusetts
$379K +$34.1K +583 +10%
MFG
964
Magnus Financial Group
New York
$378K +$22K +376 +6%
QC
965
Quent Capital
New York
$377K +$376K +6,430 New
VWA
966
V Wealth Advisors
Kansas
$375K -$62.9K -1,077 -14%
BHA
967
Beech Hill Advisors
New York
$374K +$73K +1,250 +24%
UFA
968
US Financial Advisors
Massachusetts
$371K
Holocene Advisors
969
Holocene Advisors
New York
$366K -$111M -1,894,098 -100%
GWM
970
GSB Wealth Management
Connecticut
$366K +$3.5K +60 +1%
MFW
971
Meristem Family Wealth
Minnesota
$366K +$18.3K +313 +5%
WAP
972
Wealthcare Advisory Partners
Pennsylvania
$364K -$20.5K -351 -5%
KPW
973
Kore Private Wealth
New York
$364K +$56.3K +963 +18%
QPWM
974
Quadrant Private Wealth Management
Pennsylvania
$363K +$75.9K +1,300 +27%
NFC
975
Northeast Financial Consultants
Connecticut
$362K -$5.43K -93 -1%