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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
1226
Van Hulzen Asset Management
California
$472K -$65.8K -410 -12%
SWM
1227
Stronghold Wealth Management
Florida
$471K +$470K +2,926 New
QPWM
1228
Quadrant Private Wealth Management
Pennsylvania
$470K +$171K +1,065 +57%
SF
1229
Seros Financial
Arizona
$468K +$8.03K +50 +2%
ECM
1230
EMC Capital Management
Texas
$465K – – –
VAG
1231
VisionPoint Advisory Group
Texas
$464K -$4.98K -31 -1%
BPC
1232
Banque Pictet & Cie
Switzerland
$463K – – –
TPA
1233
Trivium Point Advisory
Connecticut
$462K -$36.4K -227 -7%
HSA
1234
HBK Sorce Advisory
Pennsylvania
$461K -$365K -2,275 -36%
SWM
1235
Steinberganna Wealth Management
New York
$460K – – –
JWBC
1236
J.W. Burns & Co
New York
$459K – – –
PWM
1237
Pathway Wealth Management
Texas
$459K +$458K +2,850 New
CAP
1238
Cordoba Advisory Partners
New York
$457K +$456K +2,840 New
MCA
1239
Magnolia Capital Advisors
Mississippi
$457K +$456K +2,840 New
AWE
1240
Avidian Wealth Enterprises
Texas
$456K -$36.3K -226 -7%
WA
1241
Waystone Advisors
Washington
$455K +$454K +2,825 New
AFT
1242
Alpha Family Trust
California
$454K – – –
PCM
1243
Prana Capital Management
Connecticut
$453K +$452K +2,815 New
SB
1244
Strategic Blueprint
Georgia
$452K -$581K -3,621 -56%
AFS
1245
Anderson Financial Strategies
Ohio
$450K – – –
GWM
1246
GK Wealth Management
Nevada
$450K -$35.8K -223 -7%
EP
1247
Edgestream Partners
New Jersey
$447K +$58.4K +364 +15%
RhumbLine Advisers
1248
RhumbLine Advisers
Massachusetts
$447K +$7.07K +44 +2%
VFG
1249
V2 Financial group
Illinois
$447K +$209K +1,300 +88%
CIS
1250
Custom Index Systems
New York
$447K +$446K +2,776 New