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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
701
Marks Group Wealth Management
Minnesota
$483K +$94.3K +1,421 +24%
BLC
702
Brown, Lisle/Cummings
Rhode Island
$480K -$11.9K -180 -2%
HH
703
Hilltop Holdings
Texas
$474K +$26.5K +400 +6%
TC
704
Tacita Capital
Ontario, Canada
$473K -$40.8K -615 -8%
DR
705
Davis Rea
Ontario, Canada
$472K – – –
DCM
706
Driehaus Capital Management
Illinois
$471K -$59.2K -892 -11%
PWM
707
Perigon Wealth Management
California
$471K -$177K -2,667 -27%
RIA
708
Realta Investment Advisors
Delaware
$469K -$51.5K -777 -10%
Vanguard Capital Wealth Advisors
709
Vanguard Capital Wealth Advisors
Colorado
$469K +$33.2K +500 +8%
GM
710
GeoWealth Management
Illinois
$468K +$215K +3,240 +84%
CCFM
711
Clear Creek Financial Management
Washington
$465K +$36K +542 +8%
HSA
712
HBK Sorce Advisory
Pennsylvania
$465K +$34.6K +522 +8%
NFG
713
Nadler Financial Group
Illinois
$464K – – –
GWMR
714
GC Wealth Management RIA
Massachusetts
$463K +$465K +7,003 New
PI
715
PFG Investments
New York
$462K +$140K +2,105 +43%
LC
716
Lindbrook Capital
California
$462K -$36.3K -547 -7%
NFSG
717
Newbridge Financial Services Group
Florida
$461K -$200K -3,020 -30%
WA
718
Wealth Alliance
New York
$461K +$96K +1,448 +26%
ZF
719
Zhang Financial
Michigan
$460K – – –
Fiera Capital (Canada)
720
Fiera Capital (Canada)
Quebec, Canada
$458K -$15.5K -233 -3%
OWA
721
Octavia Wealth Advisors
Ohio
$452K +$730 +11 +0.2%
MSFS
722
Main Street Financial Solutions
Pennsylvania
$452K -$288K -4,335 -39%
GC
723
GFG Capital
Florida
$445K +$446K +6,731 New
PM
724
Pembroke Management
Quebec, Canada
$444K +$135K +2,032 +71%
GC
725
Gilbert & Cook
Iowa
$442K +$201K +3,036 +83%