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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
251
Monetary Management Group
Missouri
$400K
BWP
252
Baldwin Wealth Partners
Massachusetts
$396K
SFS
253
Sowell Financial Services
Arkansas
$394K +$3.27K +91 +0.9%
ACP
254
Aviance Capital Partners
Florida
$391K
SIMG
255
Sonora Investment Management Group
Arizona
$385K +$35.9K +1,000 +11%
WLPWM
256
Walled Lake Planning & Wealth Management
Illinois
$384K +$101K +2,820 +37%
AWM
257
Axxcess Wealth Management
California
$370K -$305K -8,500 -46%
AFP
258
Ausdal Financial Partners
Iowa
$370K +$14.7K +410 +4%
BWL
259
Bogart Wealth LLC
Virginia
$368K +$5.86K +163 +2%
RSWM
260
Robertson Stephens Wealth Management
California
$367K -$411K -11,445 -53%
SG
261
Somerset Group
Minnesota
$367K
BF
262
BOK Financial
Oklahoma
$364K
AWA
263
Arete Wealth Advisors
Illinois
$351K -$20.4K -568 -6%
BG
264
Bahl & Gaynor
Ohio
$349K
MOS
265
MGO One Seven
Ohio
$345K +$66.6K +1,854 +25%
FHC
266
First Heartland Consultants
Missouri
$340K -$2.98K -83 -0.9%
TCA
267
Transcend Capital Advisors
New Jersey
$340K +$108K +3,004 +48%
IWC
268
Integrated Wealth Concepts
Massachusetts
$339K +$52.3K +1,454 +19%
EH
269
Equitable Holdings
New York
$333K +$325K +9,055 New
TWM
270
Trueblood Wealth Management
Ohio
$330K +$323K +8,999 New
PGFC
271
Peapack-Gladstone Financial Corp
New Jersey
$326K +$18.1K +504 +6%
MA
272
Mutual Advisors
Nebraska
$323K +$316K +8,794 New
Cerity Partners
273
Cerity Partners
New York
$321K +$315K +8,752 New
FCP
274
Fidelis Capital Partners
Florida
$319K
PGAM
275
Princeton Global Asset Management
New Jersey
$319K +$25K +697 +9%