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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
926
Wescott Financial Advisory Group
Pennsylvania
$827K +$774K +9,330 New
CA
927
Cullinan Associates
Kentucky
$825K -$99.2K -1,196 -11%
USCWA
928
U.S. Capital Wealth Advisors
Texas
$825K -$1.22M -14,762 -61%
HCM
929
Hodges Capital Management
Texas
$824K -$5.84M -70,450 -88%
NSIM
930
North Star Investment Management
Illinois
$824K -$91.4K -1,102 -11%
SC
931
Sapient Capital
Indiana
$820K -$36.9K -445 -5%
LIM
932
Longfellow Investment Management
Massachusetts
$820K +$5.8K +70 +0.8%
GWMI
933
Guardian Wealth Management (Illinois)
Illinois
$818K +$46.2K +557 +6%
Jones Financial Companies
934
Jones Financial Companies
Missouri
$814K +$291K +3,511 +62%
VFG
935
V2 Financial group
Illinois
$813K +$5.06K +61 +0.7%
CAG
936
Crestwood Advisors Group
Massachusetts
$810K +$73.8K +890 +11%
IA
937
IFP Advisors
Florida
$808K +$116K +1,394 +18%
HCM
938
Howland Capital Management
Massachusetts
$807K -$96.7K -1,166 -11%
XF
939
XML Financial
Maryland
$806K +$14.8K +179 +2%
CWM
940
Cornerstone Wealth Management
Missouri
$806K +$28.7K +346 +4%
LCM
941
LVM Capital Management
Michigan
$804K -$4.97K -60 -0.7%
EWA
942
Exencial Wealth Advisors
Oklahoma
$802K -$19.3K -233 -3%
FDS
943
First Dallas Securities
Texas
$800K -$1.39M -16,783 -65%
CW
944
CreativeOne Wealth
Kansas
$800K +$255K +3,071 +52%
HWM
945
HighMark Wealth Management
Minnesota
$799K -$35.3K -426 -5%
ISWM
946
Independent Solutions Wealth Management
New York
$798K +$83.6K +1,008 +10%
BTWM
947
Baker Tilly Wealth Management
Wisconsin
$798K +$28.4K +342 +4%
PG
948
Proffitt & Goodson
Tennessee
$798K -$6.47K -78 -0.9%
RFG
949
Range Financial Group
Oregon
$798K +$103K +1,237 +16%
QL
950
Quarry LP
New York
$797K +$570K +6,878 +327%