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Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
726
Kingsview Wealth Management
Oregon
$225K – – –
Pinnacle Financial Partners (Tennessee)
727
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K – – –
CWA
728
Centennial Wealth Advisory
Michigan
$225K +$20.9K +337 +10%
FC
729
Ferris Capital
Massachusetts
$224K – – –
BA
730
Bivin & Associates
Oklahoma
$223K +$236K +3,800 New
MC
731
Mathes Company
New York
$222K – – –
HPWM
732
Highland Private Wealth Management
Washington
$222K +$8.06K +130 +4%
SWA
733
SFMG Wealth Advisors
Texas
$222K +$235K +3,785 New
Balentine LLC
734
Balentine LLC
Georgia
$220K +$232K +3,745 New
Horizon Investments
735
Horizon Investments
North Carolina
$218K -$180K -2,898 -44%
MFW
736
Meristem Family Wealth
Minnesota
$217K -$930 -15 -0.4%
IF
737
Intrua Financial
Texas
$216K – – –
DRW Securities
738
DRW Securities
Illinois
$215K +$227K +3,661 New
FCM
739
Firestone Capital Management
Florida
$213K +$3.16K +51 +1%
Apollon Wealth Management
740
Apollon Wealth Management
South Carolina
$212K +$224K +3,615 New
AC
741
Annandale Capital
Texas
$210K +$222K +3,576 New
Connectus Wealth
742
Connectus Wealth
Ohio
$209K +$220K +3,549 New
PFGIA
743
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$7.82K +126 +4%
RFN
744
RDA Financial Network
Iowa
$207K – – –
PIM
745
Perpetual Investment Management
Australia
$206K +$217K +3,500 New
MPM
746
MBB Public Markets
Illinois
$206K +$218K +3,514 New
Focus Financial Network
747
Focus Financial Network
Minnesota
$205K +$216K +3,488 New
PWMG
748
Prestige Wealth Management Group
New Jersey
$203K -$32.1K -518 -13%
Quadrant Capital Group
749
Quadrant Capital Group
Ohio
$203K +$13.3K +215 +7%
HSG
750
Helen Stephens Group
Texas
$203K +$214K +3,453 New