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Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
1051
Spire Wealth Management
Virginia
$134K +$2.84K +51 +2%
SS
1052
Sunbelt Securities
Texas
$130K +$99.6K +1,787 +527%
RBC
1053
Roble Belko & Company
Pennsylvania
$129K – – –
TFGT
1054
TS Financial Group (TSFG)
Illinois
$129K +$19.6K +352 +20%
TF
1055
Tompkins Financial
New York
$128K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K -$164K -2,950 -61%
SOW
1057
State of Wyoming
Wyoming
$124K -$4.07K -73 -3%
Cullen/Frost Bankers
1058
Cullen/Frost Bankers
Texas
$123K -$112 -2 -0.1%
MEG
1059
Millstone Evans Group
Colorado
$118K – – –
SWA
1060
SOA Wealth Advisors
New York
$117K -$11.7K -209 -10%
CWP
1061
Concord Wealth Partners
Virginia
$116K -$25K -448 -19%
PMFA
1062
Plante Moran Financial Advisors
Michigan
$115K -$55.7K -999 -35%
NFSG
1063
Newbridge Financial Services Group
Florida
$113K -$16.7K -299 -14%
Ameritas Advisory Services
1064
Ameritas Advisory Services
Nebraska
$112K -$536K -9,614 -84%
NEWAS
1065
N.E.W. Advisory Services
Wisconsin
$110K +$56 +1 +0.1%
GWP
1066
Gen-Wealth Partners
Michigan
$106K +$13.6K +244 +16%
Catalyst Capital Advisors
1067
Catalyst Capital Advisors
New York
$106K -$29.5K -529 -23%
Union Bancaire Privee
1068
Union Bancaire Privee
Switzerland
$104K – – –
Compagnie Lombard Odier SCmA
1069
Compagnie Lombard Odier SCmA
Switzerland
$104K – – –
SSG
1070
Summit Securities Group
New York
$100K +$55.5K +995 +154%
HWA
1071
HHM Wealth Advisors
Tennessee
$99.3K -$558 -10 -0.6%
SI
1072
Sava Infond
Slovenia
$98.8K -$86.4K -1,550 -49%
CSPIA
1073
Cary Street Partners Investment Advisory
Virginia
$98.6K +$90.2K +1,617 New
PWMG
1074
Prestige Wealth Management Group
New Jersey
$97.3K – – –
NS
1075
NBC Securities
Alabama
$95.4K -$6.86K -123 -7%