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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
401
B. Riley Wealth Advisors
Florida
$677K -$6.42K -27 -1%
EWA
402
EP Wealth Advisors
California
$674K +$140K +590 +27%
PWM
403
Perigon Wealth Management
California
$672K +$24.3K +102 +4%
VFA
404
Valeo Financial Advisors
Indiana
$671K +$42.8K +180 +7%
TAM
405
Tocqueville Asset Management
New York
$671K -$2.85K -12 -0.4%
GFP
406
Gryphon Financial Partners
Ohio
$661K
SPIA
407
Steward Partners Investment Advisory
New York
$660K +$397K +1,667 +164%
DI
408
Diligent Investors
California
$657K +$635K +2,668 New
TW
409
Traveka Wealth
California
$656K +$23.6K +99 +4%
EWA
410
EverSource Wealth Advisors
Alabama
$656K +$300K +1,261 +90%
MFG
411
Merit Financial Group
Georgia
$654K +$632K +2,658 New
CWM
412
Circle Wealth Management
New Jersey
$653K +$27.4K +115 +5%
FTA
413
Financial & Tax Architects
Missouri
$648K -$6.42K -27 -1%
BJL
414
Brighton Jones LLC
Washington
$648K +$299K +1,255 +91%
RBFC
415
Roman Butler Fullerton & Co
Missouri
$646K +$44K +185 +9%
CB
416
Commerce Bank
Missouri
$642K -$2.14K -9 -0.3%
CTC
417
Cetera Trust Company
Minnesota
$639K -$23.8K -100 -4%
DADC
418
D.A. Davidson & Co
Montana
$633K +$304K +1,279 +99%
HCP
419
Hexagon Capital Partners
Arkansas
$630K +$30K +126 +5%
RCAG
420
Rehmann Capital Advisory Group
Michigan
$620K +$86.6K +364 +17%
LCWP
421
Legacy Capital Wealth Partners
Arkansas
$617K +$41.9K +176 +8%
WI
422
WrapManager Inc
California
$608K -$59.7K -251 -9%
EARNEST Partners
423
EARNEST Partners
Georgia
$604K -$65.9K -277 -10%
CFG
424
Certior Financial Group
Pennsylvania
$599K +$578K +2,431 New
HC
425
Hara Capital
Washington
$596K