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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HB Wealth Management
Georgia
$757K +$34.9K +748 +5%
FRA
402
Frank Rimerman Advisors
California
$756K +$87K +1,866 +14%
DW30
403
Drucker Wealth 3.0
New Jersey
$755K -$154K -3,292 -18%
IAA
404
Independent Advisor Alliance
North Carolina
$753K +$107K +2,295 +18%
TBT
405
Texas Bank & Trust
Texas
$744K +$201K +4,299 +40%
Thrivent Financial for Lutherans
406
Thrivent Financial for Lutherans
Minnesota
$742K +$401K +8,600 +132%
IWM
407
IHT Wealth Management
Illinois
$736K +$8.77K +188 +1%
SAM
408
Smartleaf Asset Management
Massachusetts
$734K +$37K +793 +6%
VFA
409
Valeo Financial Advisors
Indiana
$732K +$39.8K +854 +6%
MMG
410
Monetary Management Group
Missouri
$731K – – –
MFIM
411
Mesirow Financial Investment Management
Illinois
$727K -$80K -1,715 -10%
AP
412
Advisortrust Partners
North Carolina
$726K +$690K +14,799 New
FCM
413
Fourpath Capital Management
Oklahoma
$724K -$190K -4,067 -22%
PGFC
414
Peapack-Gladstone Financial Corp
New Jersey
$721K +$18.8K +403 +3%
JWCA
415
J.W. Cole Advisors
Florida
$716K -$20.6K -442 -3%
BPA
416
Beacon Pointe Advisors
California
$715K +$118K +2,540 +21%
HAG
417
HighPoint Advisor Group
Illinois
$712K -$17.3K -370 -2%
JIC
418
Johnson Investment Counsel
Ohio
$708K -$25.5K -546 -4%
MCC
419
Money Concepts Capital
Florida
$706K +$10.3K +221 +2%
BGC
420
Beutel, Goodman & Co
Ontario, Canada
$702K -$157K -3,370 -19%
CFG
421
Carr Financial Group
Massachusetts
$702K +$6.48K +139 +1%
IP
422
Ignite Planners
California
$700K -$348K -7,458 -35%
KPWS
423
Kestra Private Wealth Services
Texas
$693K -$53.5K -1,146 -8%
EFMC
424
Empire Financial Management Company
New York
$685K – – –
WSFS
425
Wilmington Savings Fund Society
Delaware
$682K -$52.8K -1,131 -8%