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Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
576
Sound Financial Strategies Group
Mississippi
$636K +$35.2K +1,697 +7%
RCWM
577
Royal Capital Wealth Management
Indiana
$634K -$26.7K -1,289 -4%
OTL
578
Oak Thistle LLC
New York
$633K +$567K +27,347 New
BRWA
579
B. Riley Wealth Advisors
Florida
$628K +$4.21K +203 +0.7%
QI
580
Qtron Investments
Massachusetts
$618K -$136K -6,580 -20%
KJWM
581
Kiley Juergens Wealth Management
Washington
$615K -$30.7K -1,482 -5%
LCM
582
Landscape Capital Management
New Jersey
$611K +$548K +26,426 New
CCM
583
Coldstream Capital Management
Washington
$602K +$13.5K +653 +3%
FFS
584
Founders Financial Securities
Maryland
$600K -$174K -8,398 -24%
GWP
585
Gen-Wealth Partners
Michigan
$593K +$45.8K +2,210 +9%
SCP
586
Sender Company & Partners
New York
$591K -$1.23M -59,324 -70%
PL
587
Perpetual Ltd
Australia
$587K +$13.5K +652 +3%
ET
588
Equitable Trust
Tennessee
$586K +$5.88K +284 +1%
EF
589
Empirical Finance
Pennsylvania
$586K +$56.4K +2,721 +12%
SFA
590
Sequoia Financial Advisors
Ohio
$571K +$30K +1,449 +6%
CFG
591
Copley Financial Group
California
$569K +$510K +24,607 New
AAM
592
Auxier Asset Management
Oregon
$567K -$332 -16 -0.1%
FHA
593
First Horizon Advisors
Tennessee
$566K +$7.75K +374 +2%
BFA
594
Brown Financial Advisors
Ohio
$563K -$265K -12,814 -34%
WF
595
Welch & Forbes
Massachusetts
$563K
Lido Advisors
596
Lido Advisors
California
$563K -$518K -24,989 -51%
PAS
597
Park Avenue Securities
New York
$560K -$179K -8,659 -26%
WI
598
WBI Investments
New Jersey
$559K +$501K +24,159 New
ACGA
599
Atlanta Consulting Group Advisors
Georgia
$556K +$498K +24,054 New
FCM
600
Fourpath Capital Management
Oklahoma
$556K +$4.21K +203 +0.9%