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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
201
SEI Investments
Pennsylvania
$503K
PP
202
Pegasus Partners
Wisconsin
$497K
GC
203
Guggenheim Capital
Illinois
$482K +$44.3K +1,290 +10%
UCFA
204
United Capital Financial Advisors
Texas
$481K +$24.9K +726 +5%
WA
205
Wealthstar Advisors
Texas
$475K -$2.3K -67 -0.5%
PSP
206
Principal Street Partners
Tennessee
$473K -$22.7K -662 -5%
MIM
207
Merrion Investment Management
New Jersey
$472K +$470K +13,700 New
SPC
208
Sigma Planning Corp
Michigan
$470K -$550K -16,019 -54%
SCA
209
Snowden Capital Advisors
New York
$464K -$21.4K -624 -4%
MPCG
210
Matrix Private Capital Group
New York
$441K
PFA
211
Pathway Financial Advisers
Indiana
$434K +$5.32K +155 +1%
CCIA
212
Cherry Creek Investment Advisors
Colorado
$424K +$115K +3,359 +38%
RMC
213
Resources Management Corp
Connecticut
$423K +$119K +3,475 New
CA
214
Cetera Advisors
Colorado
$408K +$8.52K +248 +2%
ACP
215
Aviance Capital Partners
Florida
$405K
CCB
216
Country Club Bank
Missouri
$393K
AWM
217
Axxcess Wealth Management
California
$388K
SWA
218
Stratos Wealth Advisors
Ohio
$387K +$24.6K +717 +7%
MMG
219
Monetary Management Group
Missouri
$375K
AWE
220
Avidian Wealth Enterprises
Texas
$373K -$31.2K -910 -8%
BWP
221
Baldwin Wealth Partners
Massachusetts
$372K
FHC
222
First Heartland Consultants
Missouri
$371K -$147K -4,284 -28%
SIMG
223
Sonora Investment Management Group
Arizona
$368K +$12.5K +365 +4%
CRI
224
Colonial River Investments
Virginia
$360K +$36.2K +1,055 +11%
SG
225
Somerset Group
Minnesota
$345K