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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$738K +$16.7K +94 +3%
SWM
327
Shelton Wealth Management
Texas
$736K +$132K +742 +24%
JCM
328
Janney Capital Management
Pennsylvania
$735K -$174K -979 -21%
PCIA
329
Prime Capital Investment Advisors
Kansas
$732K -$61.6K -347 -8%
NG
330
Norden Group
Utah
$727K +$186K +1,045 +39%
HPG
331
Harvest Portfolios Group
Ontario, Canada
$722K +$97.7K +550 +17%
MWM
332
Modera Wealth Management
New Jersey
$719K +$18.8K +106 +3%
HSBC Holdings
333
HSBC Holdings
United Kingdom
$701K +$3.55K +20 +0.6%
PSP
334
Principal Street Partners
Tennessee
$692K -$136K -763 -17%
YIA
335
YHB Investment Advisors
Connecticut
$691K -$220K -1,241 -26%
AWS
336
Atria Wealth Solutions
New York
$682K -$6.93K -39 -1%
FW
337
FirstPurpose Wealth
Utah
$681K -$11.7K -66 -2%
AP
338
Americana Partners
Texas
$678K +$158K +888 +34%
MWM
339
Mission Wealth Management
California
$676K +$134K +754 +28%
IAS
340
Insigneo Advisory Services
Florida
$671K -$9.24K -52 -1%
SRC
341
Sage Rhino Capital
California
$667K +$11.9K +67 +2%
LNC
342
Lincoln National Corp
Pennsylvania
$660K -$16K -90 -3%
FAIM
343
Financial Advocates Investment Management
Washington
$659K +$7.11K +40 +1%
HCMG
344
Howard Capital Management Group
California
$658K
BL
345
Balentine LLC
Georgia
$657K +$17.2K +97 +3%
BOH
346
Bank of Hawaii
Hawaii
$648K -$4.62K -26 -0.8%
Lido Advisors
347
Lido Advisors
California
$626K +$74.6K +420 +15%
TA
348
Tectonic Advisors
Texas
$624K
DAS
349
Dynamic Advisor Solutions
Arizona
$624K +$41.4K +233 +8%
ICG
350
InterOcean Capital Group
Tennessee
$623K