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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
476
Wedmont Private Capital
Pennsylvania
$576K +$84.6K +332 +16%
KF
477
Krilogy Financial
Missouri
$576K +$612K +2,400 New
IWC
478
Integrated Wealth Concepts
Massachusetts
$574K -$833K -3,271 -58%
OCA
479
OpenArc Corporate Advisory
Georgia
$573K +$601K +2,359 New
AWM
480
Angeles Wealth Management
California
$571K +$54.8K +215 +10%
VF
481
Vest Financial
Virginia
$571K +$263K +1,034 +79%
BCM
482
Boreal Capital Management
Florida
$569K
DWM
483
Drive Wealth Management
Utah
$556K +$42.8K +168 +8%
PHIC
484
Pine Haven Investment Counsel
Massachusetts
$555K
PI
485
PFG Investments
New York
$545K +$2.55K +10 +0.4%
BRWA
486
B. Riley Wealth Advisors
Florida
$543K +$35.9K +141 +7%
SAM
487
Sagewood Asset Management
New York
$528K +$554K +2,175 New
IP
488
Indivisible Partners
Florida
$528K +$554K +2,173 New
EARNEST Partners
489
EARNEST Partners
Georgia
$528K +$26.5K +104 +5%
WS
490
Wedbush Securities
California
$521K -$7.39K -29 -1%
AP
491
Anchyra Partners
Georgia
$520K +$545K +2,140 New
GIA
492
Gateway Investment Advisers
Ohio
$518K +$204K +801 +60%
WWM
493
Western Wealth Management
Colorado
$517K -$1.78K -7 -0.3%
RCA
494
Resonant Capital Advisors
Wisconsin
$515K +$24.2K +95 +5%
PNC
495
Park National Corp
Ohio
$511K +$20.4K +80 +4%
BCM
496
Barometer Capital Management
Ontario, Canada
$510K +$46.4M +181,950 +8,463%
MG
497
Mather Group
Illinois
$509K +$9.43K +37 +2%
TW
498
Traveka Wealth
California
$506K -$11.2K -44 -2%
FVWA
499
Foster Victor Wealth Advisors
South Carolina
$506K +$152K +595 +38%
HSA
500
HBK Sorce Advisory
Pennsylvania
$504K +$6.37K +25 +1%