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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1051
Northeast Investment Management
Massachusetts
$398K
RIA
1052
Regal Investment Advisors
Michigan
$397K -$20.2K -203 -5%
PS
1053
Principal Securities
Iowa
$397K
MIM
1054
Merrion Investment Management
New Jersey
$397K
RRA
1055
Round Rock Advisors
Connecticut
$395K +$395K +3,983 New
Empower Advisory Group
1056
Empower Advisory Group
Colorado
$395K +$5.06K +51 +1%
MCM
1057
Magnolia Capital Management
New York
$395K
AHC
1058
Adell Harriman & Carpenter
Texas
$394K
BAM
1059
BOS Asset Management
Illinois
$393K -$15.9K -160 -4%
RW
1060
Rede Wealth
Virginia
$392K -$4.96K -50 -1%
PMSA
1061
Patrick M. Sweeney & Associates
Illinois
$392K +$5.56K +56 +1%
IFWM
1062
Institute for Wealth Management
Colorado
$392K -$5.86K -59 -1%
HNWAG
1063
High Net Worth Advisory Group
Florida
$391K -$5.46K -55 -1%
KCM
1064
Kathmere Capital Management
Pennsylvania
$390K -$695 -7 -0.2%
BWL
1065
Bogart Wealth LLC
Virginia
$388K -$13.7K -138 -3%
SCA
1066
Stokes Capital Advisors
South Carolina
$388K
CAWM
1067
Capital A Wealth Management
Pennsylvania
$387K +$496 +5 +0.1%
BIAS
1068
Beacon Investment Advisory Services
New Jersey
$387K
CGL
1069
Clarius Group LLC
Washington
$386K -$6.45K -65 -2%
PCM
1070
Parsons Capital Management
Rhode Island
$384K -$2.48K -25 -0.6%
SC
1071
SummitTX Capital
Texas
$384K +$385K +3,874 New
BH
1072
Burk Holdings
Oklahoma
$384K
HSA
1073
HBK Sorce Advisory
Pennsylvania
$381K -$46.6K -469 -11%
TC
1074
Trilogy Capital
California
$379K +$379K +3,817 New
HGA
1075
Hobbs Group Advisors
South Carolina
$377K +$99 +1 +0%