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Name Holding Trade Value Shares
Change
Change in
Stake
SAW
301
Signal Advisors Wealth
Michigan
$687K +$42K +753 +7%
AH
302
Addis & Hill
Pennsylvania
$684K – – –
IWM
303
IHT Wealth Management
Illinois
$664K +$57.1K +1,024 +10%
VVP
304
Venture Visionary Partners
Ohio
$658K +$17K +304 +3%
WA
305
Wealthstar Advisors
Texas
$657K +$13.6K +243 +2%
ACM
306
Avalon Capital Management
California
$655K – – –
MMG
307
Monetary Management Group
Missouri
$653K – – –
WSFS
308
Wilmington Savings Fund Society
Delaware
$652K – – –
MIM
309
Merrion Investment Management
New Jersey
$649K – – –
NAG
310
Northstar Advisory Group
New Jersey
$648K -$27.9K -500 -4%
EH
311
Equitable Holdings
New York
$630K -$68K -1,219 -10%
MMPW
312
Mitchell McLeod Pugh & Williams
Alabama
$626K +$11.4K +205 +2%
LWM
313
Lifetime Wealth Management
Texas
$620K – – –
CAI
314
Capital Advisors Inc
Oklahoma
$613K -$14.9K -267 -2%
DWM
315
Diversify Wealth Management
Utah
$611K +$6.81K +122 +1%
DAS
316
Diversify Advisory Services
Utah
$611K +$7.59K +136 +1%
MIM
317
Marshall Investment Management
Colorado
$605K +$223 +4 +0%
BFC
318
Bedel Financial Consulting
Indiana
$599K +$4.52K +81 +0.8%
BFG
319
Bouchey Financial Group
New York
$595K – – –
TWM
320
Trueblood Wealth Management
Ohio
$585K +$26K +466 +5%
SCM
321
Sunbeam Capital Management
Georgia
$583K +$502 +9 +0.1%
CIA
322
Capital Investment Advisors
Georgia
$578K -$40.6K -728 -7%
CFM
323
Compass Financial Management
Florida
$577K +$557K +9,988 New
MFG
324
Magnus Financial Group
New York
$576K +$37.6K +674 +7%
MML Investors Services
325
MML Investors Services
Massachusetts
$575K +$110K +1,969 +24%