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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
601
Quadrant Capital Group
Ohio
$981K +$3.58K +61 +0.4%
HCM
602
Hengehold Capital Management
Ohio
$979K +$1.17K +20 +0.1%
WAG
603
Windsor Advisory Group
Ohio
$979K +$59 +1 +0%
TCWM
604
Total Clarity Wealth Management
Illinois
$967K -$20.2K -344 -2%
WBC
605
Westpac Banking Corp
Australia
$964K
SAG
606
SageView Advisory Group
California
$963K +$923K +15,741 New
BJL
607
Brighton Jones LLC
Washington
$962K +$198K +3,373 +27%
WW
608
Waterfront Wealth
Kansas
$959K +$4.87K +83 +0.5%
AIA
609
Affinity Investment Advisors
California
$955K -$283K -4,830 -24%
JWCA
610
J.W. Cole Advisors
Florida
$955K +$59 +1 +0%
BP
611
Ballentine Partners
Massachusetts
$954K +$20.8K +354 +2%
PP
612
Prudential plc
United Kingdom
$952K -$108K -1,844 -11%
BPA
613
Beacon Pointe Advisors
California
$951K -$219K -3,740 -19%
CM
614
Caption Management
Oklahoma
$948K +$909K +15,500 New
HNB
615
Hilltop National Bank
Wyoming
$940K +$204K +3,476 +29%
KB
616
Kimelman & Baird
New York
$936K
MC
617
Machina Capital
France
$935K +$897K +15,284 New
WA
618
WESPAC Advisors
California
$927K +$22.1K +377 +3%
CAGAS
619
Capital Advisory Group Advisory Services
Minnesota
$920K +$2.52K +43 +0.3%
ICM
620
Islay Capital Management
Texas
$919K -$488K -8,324 -36%
HT
621
Headlands Technologies
Illinois
$910K +$46.5K +792 +6%
DCM
622
DGS Capital Management
New Jersey
$897K +$94.6K +1,612 +12%
VVP
623
Venture Visionary Partners
Ohio
$883K -$12.7K -216 -1%
TC
624
TownSquare Capital
Utah
$880K +$90.8K +1,548 +12%
PNC
625
Park National Corp
Ohio
$877K +$45.5K +775 +6%