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Name Holding Trade Value Shares
Change
Change in
Stake
EH
301
Equitable Holdings
New York
$662K +$79.9K +1,409 +13%
WSFS
302
Wilmington Savings Fund Society
Delaware
$660K
MIM
303
Merrion Investment Management
New Jersey
$658K
SAW
304
Signal Advisors Wealth
Michigan
$653K +$649K +11,444 New
WA
305
Wealthstar Advisors
Texas
$652K -$66.5K -1,172 -9%
VVP
306
Venture Visionary Partners
Ohio
$649K -$11.1K -196 -2%
SWM
307
Spire Wealth Management
Virginia
$643K +$48.2K +850 +8%
GWP
308
Gen-Wealth Partners
Michigan
$642K +$172K +3,037 +37%
CAI
309
Capital Advisors Inc
Oklahoma
$636K +$210K +3,709 +50%
HSA
310
HBK Sorce Advisory
Pennsylvania
$635K -$4.88K -86 -0.7%
LWM
311
Lifetime Wealth Management
Texas
$628K
CIA
312
Capital Investment Advisors
Georgia
$628K +$106K +1,876 +21%
DAS
313
Dynamic Advisor Solutions
Arizona
$624K +$230K +4,052 +59%
MMPW
314
Mitchell McLeod Pugh & Williams
Alabama
$622K
IWM
315
IHT Wealth Management
Illinois
$614K +$57.5K +1,014 +10%
NA
316
Navellier & Associates
Nevada
$614K +$15.6K +275 +3%
MIM
317
Marshall Investment Management
Colorado
$612K +$11.6K +204 +2%
BFC
318
Bedel Financial Consulting
Indiana
$602K +$4.31K +76 +0.7%
M&T Bank
319
M&T Bank
New York
$599K
HI
320
Harbour Investments
Wisconsin
$598K +$193K +3,395 +48%
PGAM
321
Princeton Global Asset Management
New Jersey
$598K -$58.9K -1,038 -9%
BFG
322
Bouchey Financial Group
New York
$596K
SCM
323
Sunbeam Capital Management
Georgia
$590K +$1.53K +27 +0.3%
WPC
324
Wedmont Private Capital
Pennsylvania
$589K -$30.4K -536 -5%
CRI
325
Colonial River Investments
Virginia
$584K