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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
251
Merit Financial Group
Georgia
$151K +$9.98K +2,079 +9%
NFSG
252
Newbridge Financial Services Group
Florida
$143K -$480 -100 -0.4%
IAA
253
Independent Advisor Alliance
North Carolina
$142K +$1.21K +252 +1%
PSP
254
Pacific Sage Partners
Washington
$141K -$3.53K -735 -3%
DMBA
255
Deseret Mutual Benefit Administrators
Utah
$138K +$28K +5,843 +35%
PI
256
PFG Investments
New York
$133K -$2.29K -477 -2%
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$132K +$9.46K +1,971 +10%
SS
258
Sunbelt Securities
Texas
$131K -$3.13K -653 -3%
PCM
259
Prelude Capital Management
New York
$130K +$102K +21,322 New
SAM
260
Smartleaf Asset Management
Massachusetts
$130K +$37.3K +7,771 +54%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$129K -$15.5K -3,239 -13%
OC
262
Oppenheimer & Co
New York
$127K
GSIAS
263
Garden State Investment Advisory Services
New Jersey
$127K +$99.3K +20,700 New
CCM
264
Coldstream Capital Management
Washington
$124K +$97.5K +20,305 New
Envestnet Asset Management
265
Envestnet Asset Management
Illinois
$123K -$69.4K -14,460 -42%
BAS
266
Breakthru Advisory Services
Wisconsin
$123K +$96.4K +20,080 New
QPW
267
Quantum Private Wealth
Florida
$122K
QOP
268
Quinn Opportunity Partners
Virginia
$122K
SFS
269
Sowell Financial Services
Arkansas
$121K +$95.1K +19,811 New
Truist Financial
270
Truist Financial
North Carolina
$120K -$2.69K -561 -3%
OAM
271
Oppenheimer Asset Management
New York
$119K +$93.1K +19,404 New
CFO
272
Callan Family Office
Pennsylvania
$115K
PCM
273
Polymer Capital Management
New York
$115K +$90.1K +18,766 New
CWM
274
Cornerstone Wealth Management
Missouri
$114K +$1.73K +360 +2%
VA
275
Vident Advisory
Georgia
$112K +$87.7K +18,278 New