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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$664K +$57.1K +1,024 +10%
VVP
302
Venture Visionary Partners
Ohio
$658K +$17K +304 +3%
WA
303
Wealthstar Advisors
Texas
$657K +$13.6K +243 +2%
ACM
304
Avalon Capital Management
California
$655K
MMG
305
Monetary Management Group
Missouri
$653K
WSFS
306
Wilmington Savings Fund Society
Delaware
$652K
MIM
307
Merrion Investment Management
New Jersey
$649K
NAG
308
Northstar Advisory Group
New Jersey
$648K -$27.9K -500 -4%
EH
309
Equitable Holdings
New York
$630K -$68K -1,219 -10%
MMPW
310
Mitchell McLeod Pugh & Williams
Alabama
$626K +$11.4K +205 +2%
LWM
311
Lifetime Wealth Management
Texas
$620K
CAI
312
Capital Advisors Inc
Oklahoma
$613K -$14.9K -267 -2%
DWM
313
Diversify Wealth Management
Utah
$611K +$6.81K +122 +1%
DAS
314
Diversify Advisory Services
Utah
$611K +$7.59K +136 +1%
MIM
315
Marshall Investment Management
Colorado
$605K +$223 +4 +0%
BFC
316
Bedel Financial Consulting
Indiana
$599K +$4.52K +81 +0.8%
BFG
317
Bouchey Financial Group
New York
$595K
TWM
318
Trueblood Wealth Management
Ohio
$585K +$26K +466 +5%
SCM
319
Sunbeam Capital Management
Georgia
$583K +$502 +9 +0.1%
CIA
320
Capital Investment Advisors
Georgia
$578K -$40.6K -728 -7%
CFM
321
Compass Financial Management
Florida
$577K +$557K +9,988 New
MFG
322
Magnus Financial Group
New York
$576K +$37.6K +674 +7%
MML Investors Services
323
MML Investors Services
Massachusetts
$575K +$110K +1,969 +24%
RIL
324
Rothschild Investment LLC
Illinois
$572K
BF
325
BOK Financial
Oklahoma
$571K +$12.7K +228 +2%