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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
301
Independent Financial Group
California
$639K +$624K +11,967 New
GAM
302
Griffin Asset Management
New York
$637K +$3.08K +59 +0.5%
SWA
303
Stratos Wealth Advisors
Ohio
$637K +$469 +9 +0.1%
Jones Financial Companies
304
Jones Financial Companies
Missouri
$633K +$74K +1,419 +14%
ACM
305
Avalon Capital Management
California
$621K
MMG
306
Monetary Management Group
Missouri
$619K
VVP
307
Venture Visionary Partners
Ohio
$617K +$64.1K +1,230 +12%
WSFS
308
Wilmington Savings Fund Society
Delaware
$617K
FHC
309
First Heartland Consultants
Missouri
$616K -$98.4K -1,887 -14%
MIM
310
Merrion Investment Management
New Jersey
$615K
CB
311
Commerce Bank
Missouri
$615K +$83K +1,591 +16%
PGAM
312
Princeton Global Asset Management
New Jersey
$615K +$678 +13 +0.1%
NAG
313
Northstar Advisory Group
New Jersey
$614K +$78.2K +1,500 +15%
FIA
314
Foundations Investment Advisors
Arizona
$611K +$597K +11,449 New
MMPW
315
Mitchell McLeod Pugh & Williams
Alabama
$610K +$568K +10,901 New
BPA
316
Beacon Pointe Advisors
California
$596K +$90.4K +1,733 +18%
DAS
317
Diversify Advisory Services
Utah
$588K +$22.7K +436 +4%
LWM
318
Lifetime Wealth Management
Texas
$587K +$574K +11,000 New
EH
319
Equitable Holdings
New York
$586K +$284K +5,440 +98%
WPC
320
Wedmont Private Capital
Pennsylvania
$580K +$34.6K +664 +6%
EFS
321
Essex Financial Services
Connecticut
$577K
MML Investors Services
322
MML Investors Services
Massachusetts
$575K +$74.6K +1,430 +15%
SG Americas Securities
323
SG Americas Securities
New York
$571K +$429K +8,234 +335%
IWC
324
Integrated Wealth Concepts
Massachusetts
$571K -$318K -6,107 -36%
GGA
325
Granite Group Advisors
Connecticut
$567K +$209 +4 +0%