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Name Holding Trade Value Shares
Change
Change in
Stake
PAP
426
Persistent Asset Partners
Hong Kong
$361K +$369K +7,445 New
DAS
427
Dynamic Advisor Solutions
Arizona
$353K -$2.6M -52,401 -88%
MWM
428
Meridian Wealth Management
Kentucky
$353K -$1.9M -38,263 -84%
MWM
429
Mission Wealth Management
California
$352K -$22.4K -451 -6%
HPC
430
HM Payson & Co
Maine
$351K
SGA
431
Strategic Global Advisors
California
$351K +$359K +7,237 New
CI
432
Cherokee Insurance
Michigan
$350K
WC
433
Wynn Capital
Georgia
$349K -$20.6K -415 -5%
GT
434
Greenleaf Trust
Michigan
$345K -$18.4K -372 -5%
DJSG
435
D.J. St. Germain
Massachusetts
$344K
CF
436
Centaurus Financial
California
$340K -$50.5K -1,019 -13%
DS
437
DRW Securities
Illinois
$339K +$347K +7,000 New
RWM
438
Revisor Wealth Management
Ohio
$336K +$351K +7,071 New
BF
439
Brucke Financial
Indiana
$334K -$14.5K -293 -4%
GC
440
Guggenheim Capital
Illinois
$332K +$78.6K +1,586 +30%
BHPW
441
Beverly Hills Private Wealth
California
$331K -$335K -6,755 -50%
RCM
442
RNC Capital Management
California
$330K -$28.5K -575 -8%
ERIC
443
Eagle Rock Investment Company
Georgia
$330K
VFA
444
Valeo Financial Advisors
Indiana
$329K +$37K +747 +12%
CTC
445
Cetera Trust Company
Minnesota
$329K +$32.2K +650 +11%
WFI
446
West Family Investments
California
$328K -$122K -2,468 -27%
PP
447
PDS Planning
Ohio
$319K +$14.6K +295 +5%
CFG
448
Certior Financial Group
Pennsylvania
$315K +$43.7K +882 +16%
YDMI
449
Y.D. More Investments
Israel
$315K
NRC
450
New Republic Capital
North Carolina
$313K +$320K +6,462 New