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Name Holding Trade Value Shares
Change
Change in
Stake
AC
376
AlphaCore Capital
California
$592K +$35 +1 +0%
CPC
377
Consolidated Planning Corp
Georgia
$588K -$44K -1,241 -7%
PVI
378
Pine Valley Investments
New Jersey
$585K +$3.73K +105 +0.7%
JPWM
379
Jamison Private Wealth Management
Georgia
$581K +$569K +16,039 New
SPIA
380
Steward Partners Investment Advisory
New York
$577K -$47.1K -1,328 -8%
LFAS
381
Level Four Advisory Services
Texas
$575K -$44K -1,240 -7%
SFA
382
Sequoia Financial Advisors
Ohio
$569K +$56.3K +1,585 +11%
OFG
383
OmniStar Financial Group
North Carolina
$565K -$155K -4,361 -22%
CCM
384
Canal Capital Management
Virginia
$562K +$20.1K +567 +4%
EWA
385
EP Wealth Advisors
California
$560K +$314K +8,834 +134%
BPA
386
Beacon Pointe Advisors
California
$556K +$57.2K +1,612 +12%
AIM
387
Alhambra Investment Management
Florida
$553K +$15.3K +432 +3%
HIMCH
388
Hartford Investment Management Co (HIMCO)
Connecticut
$551K -$43.7K -1,230 -7%
GT
389
Greenleaf Trust
Michigan
$550K +$79.2K +2,231 +17%
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$546K -$1.03K -29 -0.2%
CFG
391
Carr Financial Group
Massachusetts
$544K +$21.8K +613 +4%
CWM
392
Cornerstone Wealth Management
Missouri
$544K +$2.09K +59 +0.4%
CW
393
Cook Wealth
North Carolina
$542K -$83.3K -2,348 -13%
WVP
394
Worth Venture Partners
New Jersey
$540K -$650K -18,300 -55%
CWP
395
Cyndeo Wealth Partners
Florida
$534K +$51.6K +1,455 +11%
CB
396
Cadence Bank
Mississippi
$532K +$18.4K +519 +4%
EWM
397
EPG Wealth Management
Georgia
$529K -$52.9K -1,491 -9%
MCC
398
Money Concepts Capital
Florida
$526K +$24.3K +685 +5%
PFGIA
399
Patriot Financial Group Insurance Agency
Massachusetts
$526K +$515K +14,498 New
GCM
400
Genus Capital Management
British Columbia, Canada
$520K – – –