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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
Manchester Capital Management
Vermont
$789 +$712 +40 New
ME
402
McIlrath & Eck
Washington
$769 +$694 +39 New
HRC
403
Hoertkorn Richard Charles
$749
PWA
404
Physician Wealth Advisors
Utah
$691
GWM
405
Geneos Wealth Management
Colorado
$690 +$623 +35 New
SIS
406
Sound Income Strategies
Florida
$592 -$54.6K -3,068 -99%
SC
407
SouthState Corp
Florida
$592 -$267 -15 -33%
QWM
408
Quaker Wealth Management
New Jersey
$592 +$534 +30 New
CH
409
Cromwell Holdings
Wyoming
$552
ACA
410
American Capital Advisory
Idaho
$513 +$463 +26 New
BIA
411
Bell Investment Advisors
California
$493 -$498 -28 -53%
PMFA
412
Plante Moran Financial Advisors
Michigan
$473
Kayne Anderson Rudnick Investment Management
413
Kayne Anderson Rudnick Investment Management
California
$454
HIA
414
HFM Investment Advisors
New Jersey
$434 +$231 +13 +144%
AG
415
AmeriFlex Group
Nevada
$389
KSWA
416
Kathleen S. Wright Associates
Pennsylvania
$388
BCM
417
Boreal Capital Management
Florida
$374 +$338 +19 New
BHWM
418
Bay Harbor Wealth Management
Maryland
$354 +$142 +8 +80%
PWM
419
Parkworth Wealth Management
California
$335
PWA
420
Principia Wealth Advisory
Texas
$335 +$196 +11 +183%
TIM
421
Tortoise Investment Management
New York
$296
AF
422
Advisornet Financial
Minnesota
$256 +$178 +10 +333%
BGAI
423
Bruce G. Allen Investments
Colorado
$237 -$53 -3 -20%
AF
424
Alerus Financial
North Dakota
$237 +$214 +12 New
PWMG
425
Prestige Wealth Management Group
New Jersey
$198