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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
526
Private Advisory Group
Washington
$891K +$735K +5,994 New
OWA
527
Outlook Wealth Advisors
Texas
$889K -$13.9K -113 -2%
BFG
528
Bouchey Financial Group
New York
$885K +$3.07K +25 +0.4%
PTC
529
Private Trust Company
Ohio
$883K +$139K +1,135 +24%
CA
530
Calton & Associates
Florida
$881K +$478K +3,895 +191%
CWM
531
Calamos Wealth Management
Illinois
$877K +$25.4K +207 +4%
NC
532
NewSquare Capital
Pennsylvania
$876K -$3.59M -29,272 -83%
GT
533
Greenleaf Trust
Michigan
$875K +$62.3K +508 +9%
SA
534
Strategic Advisors
New York
$871K – – –
IFWM
535
Institute for Wealth Management
Colorado
$869K +$1.96K +16 +0.3%
RA
536
RFG Advisory
Alabama
$863K -$167K -1,359 -19%
BIAS
537
Beacon Investment Advisory Services
New Jersey
$862K +$79.5K +648 +13%
WPW
538
Waldron Private Wealth
Pennsylvania
$856K +$15.8K +129 +2%
WA1
539
Wimmer Associates 1
California
$844K – – –
VWM
540
Vigilare Wealth Management
Arizona
$843K -$257K -2,095 -27%
GBT
541
Grove Bank & Trust
Florida
$839K +$7.97K +65 +1%
FA
542
FDx Advisors
Illinois
$837K -$263K -2,140 -28%
HW
543
Hancock Whitney
Mississippi
$834K -$33.6K -274 -5%
IWM
544
IHT Wealth Management
Illinois
$833K +$161K +1,314 +31%
BEC
545
Blue Edge Capital
Virginia
$832K – – –
PAI
546
Pittenger & Anderson Inc
Nebraska
$832K – – –
GIP
547
Granite Investment Partners
California
$826K +$375K +3,060 +122%
ISWM
548
Independent Solutions Wealth Management
New York
$825K -$184K -1,500 -21%
ACG
549
Allen Capital Group
Nebraska
$822K +$12K +98 +2%
MP
550
McDonald Partners
Ohio
$819K +$676K +5,509 New