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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
651
Prospera Financial Services
Texas
$803K +$49.6K +630 +7%
TA
652
TCM Advisors
West Virginia
$799K
PA
653
Persium Advisors
Georgia
$797K +$63K +801 +9%
VAS
654
Vestmark Advisory Solutions
Massachusetts
$795K +$760K +9,653 New
GBT
655
Grove Bank & Trust
Florida
$791K
CAGAS
656
Capital Advisory Group Advisory Services
Minnesota
$787K -$2.75K -35 -0.4%
MPPW
657
Mitchell & Pahl Private Wealth
Oklahoma
$782K -$7.48K -95 -1%
OIA
658
OneDigital Investment Advisors
Kansas
$779K -$53.9K -685 -7%
IA
659
IFP Advisors
Florida
$773K -$161K -2,049 -18%
WANY
660
Wealthspire Advisors (New York)
New York
$773K -$44.2K -562 -6%
CWS
661
Confluence Wealth Services
Pennsylvania
$771K
USCWA
662
U.S. Capital Wealth Advisors
Texas
$767K +$14.2K +180 +2%
AUB
663
Atlantic Union Bankshares
Virginia
$765K +$17.4K +221 +2%
PCIA
664
Prime Capital Investment Advisors
Kansas
$757K +$48.9K +621 +7%
WS
665
Wedbush Securities
California
$753K -$242K -3,069 -25%
TYCC
666
Texas Yale Capital Corp
Florida
$753K +$39.3K +500 +6%
GRP
667
Global Retirement Partners
California
$748K -$8.81K -112 -1%
ADL
668
Asset Dedication LLC
California
$741K -$4.8K -61 -0.7%
SIG
669
Stonegate Investment Group
Alabama
$735K +$69.3K +880 +11%
CBB
670
Citizens Business Bank
California
$735K -$222K -2,825 -24%
CIC
671
Crawford Investment Counsel
Georgia
$731K -$141K -1,789 -17%
EWM
672
Empirical Wealth Management
Washington
$723K -$250K -3,174 -27%
PSP
673
Principal Street Partners
Tennessee
$718K
BAM
674
Blueshift Asset Management
New Jersey
$716K -$898K -11,412 -57%
SPC
675
Spirepoint Private Client
Florida
$714K -$44.9K -571 -6%