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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
651
OmniStar Financial Group
North Carolina
$428K +$42.7K +430 +11%
VC
652
Vicus Capital
Pennsylvania
$424K +$4.97K +50 +1%
LSPW
653
Lake Street Private Wealth
Illinois
$421K +$152K +1,530 +59%
GPA
654
Garrison Point Advisors
California
$419K -$44.7K -450 -10%
ME
655
McIlrath & Eck
Washington
$416K – – –
AF
656
Allworth Financial
California
$415K +$99.4K +1,000 +33%
VCP
657
Vista Capital Partners
Oregon
$414K – – –
BSAM
658
Blue Square Asset Management
New York
$412K +$25.8K +260 +7%
CA
659
Cullinan Associates
Kentucky
$409K – – –
FFA
660
Founders Financial Alliance
North Carolina
$409K +$398K +4,000 New
WA
661
Wealth Alliance
New York
$408K -$55.7K -560 -12%
BBHC
662
Brown Brothers Harriman & Co
New York
$405K – – –
BO
663
BRR OpCo
Ohio
$405K – – –
CIA
664
Capital Investment Advisors
Georgia
$403K -$353K -3,550 -47%
CCMT
665
CMT Capital Markets Trading
Germany
$403K – – –
BG
666
Bollard Group
Massachusetts
$401K – – –
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$399K -$246K -2,470 -39%
CAN
668
Claraphi Advisory Network
United States
$394K +$63.6K +640 +20%
SA
669
Strategic Advisors
New York
$392K – – –
WAG
670
Winthrop Advisory Group
Massachusetts
$392K +$79.5K +800 +27%
CRCM
671
Corbett Road Capital Management
Virginia
$391K -$89.5K -900 -19%
SAG
672
Spotlight Asset Group
Illinois
$388K – – –
PWSG
673
Pacific Wealth Strategies Group
California
$385K +$374K +3,760 New
KLCM
674
KG&L Capital Management
Louisiana
$384K +$374K +3,760 New
PNC
675
Park National Corp
Ohio
$383K -$257K -2,590 -41%