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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1051
Prestige Wealth Management Group
New Jersey
$910K -$64.7K -147 -7%
WAG
1052
Windsor Advisory Group
Ohio
$907K +$23.3K +53 +3%
SA
1053
SRN Advisors
Pennsylvania
$904K
TIA
1054
Trust Investment Advisors
Indiana
$881K +$1.32K +3 +0.1%
EWM
1055
Empirical Wealth Management
Washington
$878K +$36.1K +82 +4%
USGIU
1056
U.S. Global Investors (USGI)
Texas
$878K
AF
1057
Ally Financial
Michigan
$878K +$880K +2,000 New
TCWM
1058
Total Clarity Wealth Management
Illinois
$872K -$83.6K -190 -9%
GFG
1059
Greystone Financial Group
Michigan
$872K +$265K +602 +43%
MRCM
1060
M&R Capital Management
New Jersey
$866K +$233K +530 +37%
CCM
1061
Cohen Capital Management
California
$865K
MHS
1062
M Holdings Securities
Oregon
$860K +$862K +1,959 New
IAIM
1063
International Assets Investment Management
Florida
$857K +$460K +1,045 +115%
CFP
1064
Catalyst Financial Partners
Massachusetts
$857K +$24.6K +56 +3%
AO
1065
Advisor OS
Illinois
$852K -$73.9K -168 -8%
ECM
1066
Exchange Capital Management
Michigan
$849K -$35.2K -80 -4%
BOH
1067
Bank of Hawaii
Hawaii
$833K -$77K -175 -8%
BMC
1068
Beaton Management Company
Massachusetts
$826K
HIC
1069
Holderness Investments Company
North Carolina
$818K
WFI
1070
West Family Investments
California
$815K
MLA
1071
My Legacy Advisors
Oregon
$814K +$70K +159 +9%
CCG
1072
Cloverfields Capital Group
Minnesota
$803K +$32.6K +74 +4%
CRC
1073
Curi RMB Capital
Illinois
$803K -$18K -41 -2%
LAM
1074
L2 Asset Management
Massachusetts
$797K +$58.5K +133 +8%
EWM
1075
Evercore Wealth Management
New York
$797K -$1.32K -3 -0.2%