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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Anchor Investment Management
South Carolina
$992 – – –
HWA
402
HHM Wealth Advisors
Tennessee
$992 – – –
VWM
403
Vermillion Wealth Management
Minnesota
$913 – – –
QC
404
Quent Capital
New York
$813 – – –
SWP
405
Strategic Wealth Partners
Ohio
$794 +$773 +40 New
HRC
406
Hoertkorn Richard Charles
$754 – – –
PWA
407
Physician Wealth Advisors
Utah
$695 – – –
QWM
408
Quaker Wealth Management
New Jersey
$675 +$77 +4 +13%
BHWM
409
Bay Harbor Wealth Management
Maryland
$634 +$232 +12 +60%
SIS
410
Sound Income Strategies
Florida
$631 – – –
CH
411
Cromwell Holdings
Wyoming
$556 – – –
MAM
412
Marquette Asset Management
Minnesota
$516 +$502 +26 New
SC
413
SouthState Corp
Florida
$496 – – –
PMFA
414
Plante Moran Financial Advisors
Michigan
$476 – – –
OC
415
Optima Capital
Oregon
$476 +$464 +24 New
Kayne Anderson Rudnick Investment Management
416
Kayne Anderson Rudnick Investment Management
California
$456 – – –
HIA
417
HFM Investment Advisors
New Jersey
$397 – – –
FHA
418
Flagship Harbor Advisors
Massachusetts
$397 +$386 +20 New
BCM
419
Boreal Capital Management
Florida
$377 – – –
TCM
420
Triumph Capital Management
Colorado
$298 +$290 +15 New
AF
421
Advisornet Financial
Minnesota
$258 – – –
PWA
422
Principia Wealth Advisory
Texas
$258 +$77 +4 +44%
AF
423
Alerus Financial
North Dakota
$238 – – –
BGAI
424
Bruce G. Allen Investments
Colorado
$238 – – –
LWANC
425
Laurel Wealth Advisors (North Carolina)
North Carolina
$199 +$193 +10 New