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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
601
Pitti Group Wealth Management
New York
$644K +$46K +560 +6%
MCC
602
Money Concepts Capital
Florida
$640K +$450K +5,480 +137%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$639K -$220K -2,680 -22%
BCM
604
Bienville Capital Management
New York
$631K +$205K +2,500 +37%
DAS
605
Dynamic Advisor Solutions
Arizona
$630K +$821 +10 +0.1%
LWAM
606
Legacy Wealth Asset Management
Minnesota
$629K +$136K +1,660 +22%
VVP
607
Venture Visionary Partners
Ohio
$627K +$763K +9,290 New
LA
608
LexAurum Advisors
Kansas
$625K +$640K +7,790 +537%
VAS
609
Vestmark Advisory Solutions
Massachusetts
$620K -$78.8K -960 -9%
IIA
610
IPG Investment Advisors
California
$619K +$752K +9,160 New
SS
611
Sunbelt Securities
Texas
$618K +$40.2K +490 +6%
CPIG
612
Chicago Partners Investment Group
Illinois
$615K +$195K +2,380 +16%
OFG
613
Oxford Financial Group
Indiana
$615K +$493K +6,000 +194%
OIA
614
OneDigital Investment Advisors
Kansas
$614K -$30.4K -370 -4%
CCIA
615
Cherry Creek Investment Advisors
Colorado
$613K -$23.8K -290 -3%
PCS
616
Personal CFO Solutions
New Jersey
$612K -$7.39K -90 -1%
CP
617
Covenant Partners
Tennessee
$612K – – –
Fiera Capital (Canada)
618
Fiera Capital (Canada)
Quebec, Canada
$612K +$3.28K +40 +0.4%
ARIS
619
Advanced Research Investment Solutions
California
$611K +$335K +4,080 +82%
GAG
620
GM Advisory Group
New York
$610K -$38.6K -470 -5%
FBT
621
First Bank & Trust
South Dakota
$609K -$77.2K -940 -9%
ACM
622
Ashford Capital Management
Delaware
$608K -$16.4K -200 -2%
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$606K +$43.5K +530 +6%
GC
624
GFG Capital
Florida
$603K +$512K +6,230 +232%
AIM
625
Arcadia Investment Management
Michigan
$602K – – –