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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
326
AssetMark Inc
California
$418 – – –
MSG
327
Main Street Group
Virginia
$369 – – –
BIA
328
Bell Investment Advisors
California
$335 – – –
IA
329
IFP Advisors
Florida
$310 +$303 +63 New
GEA
330
Glen Eagle Advisors
New Jersey
$295 – – –
TWD
331
True Wealth Design
Ohio
$291 -$58 -12 -17%
HPC
332
HM Payson & Co
Maine
$246 – – –
AWM
333
AllSquare Wealth Management
New York
$246 +$240 +50 New
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$231 -$38 -8 -16%
SIC
335
Salem Investment Counselors
North Carolina
$197 – – –
RWM
336
Rialto Wealth Management
New York
$168 +$29 +6 +21%
AUB
337
Atlantic Union Bankshares
Virginia
$163 – – –
SIC
338
SJS Investment Consulting
Ohio
$133 – – –
AWM
339
Abound Wealth Management
Tennessee
$109 – – –
HIA
340
HFM Investment Advisors
New Jersey
$108 – – –
HC
341
Hurley Capital
New York
$98 – – –
BHWM
342
Bay Harbor Wealth Management
Maryland
$88 -$53 -11 -38%
GWSG
343
GPS Wealth Strategies Group
Colorado
$84 – – –
CPG
344
Cornerstone Planning Group
New Jersey
$66 – – –
GA
345
Guerra Advisors
Florida
$49 +$48 +10 New
SA
346
Strategic Advocates
Utah
$49 +$48 +10 New
MCM
347
MV Capital Management
Maryland
$40 – – –
CMA
348
Cedar Mountain Advisors
Oregon
$25 +$24 +5 New
HWA
349
Heritage Wealth Advisors
Virginia
$15 – – –
AF
350
Advisornet Financial
Minnesota
$10 – – –