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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
601
Csenge Advisory Group
Florida
$520K -$103K -1,671 -17%
CI
602
Conning Inc
Connecticut
$513K
VCM
603
Virtue Capital Management
Tennessee
$506K +$737 +12 +0.2%
WAAG
604
Wealth Alliance Advisory Group
Kansas
$505K +$676 +11 +0.1%
WPC
605
Wedmont Private Capital
Pennsylvania
$504K +$146K +2,368 +46%
MWC
606
MBM Wealth Consultants
Missouri
$500K +$32.4K +527 +7%
SMF
607
Sterling Manor Financial
New York
$493K
PCM
608
Pointe Capital Management
Michigan
$492K
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$491K +$430K +6,997 New
BEI
610
Benjamin Edwards Inc
Missouri
$485K -$176K -2,866 -28%
MW
611
Marcum Wealth
Ohio
$484K +$47.8K +778 +12%
CT
612
Coastline Trust
Rhode Island
$483K -$3.07K -50 -0.7%
TCOO
613
Trust Company of Oklahoma
Oklahoma
$480K +$25.8K +420 +6%
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$480K -$66.9K -1,089 -13%
HI
615
Horizon Investments
North Carolina
$479K +$182K +2,969 +67%
PFS
616
Prospera Financial Services
Texas
$478K -$43K -699 -9%
ICA
617
Infrastructure Capital Advisors
New York
$477K +$446K +7,257 New
SIA
618
Schechter Investment Advisors
Michigan
$476K +$18.7K +305 +4%
HWM
619
HB Wealth Management
Georgia
$471K +$34.4K +559 +8%
MWM
620
Meridian Wealth Management
Kentucky
$466K -$1.08M -17,655 -71%
APWM
621
Atlas Private Wealth Management
New York
$465K +$492 +8 +0.1%
DA
622
Denali Advisors
California
$460K
BBHC
623
Brown Brothers Harriman & Co
New York
$454K -$799 -13 -0.2%
USCWA
624
U.S. Capital Wealth Advisors
Texas
$452K +$615 +10 +0.1%
Lido Advisors
625
Lido Advisors
California
$450K +$109K +1,767 +35%