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Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
776
U.S. Capital Wealth Advisors
Texas
$319K +$4.28K +10 +1%
MSWM
777
McGlone Suttner Wealth Management
Wisconsin
$319K +$856 +2 +0.3%
DFCM
778
Dark Forest Capital Management
Puerto Rico
$310K +$296K +692 New
PI
779
PFG Investments
New York
$306K -$216K -505 -43%
SCA
780
Sandy Cove Advisors
Massachusetts
$305K +$21.4K +50 +8%
PWG
781
Portside Wealth Group
Utah
$305K +$292K +681 New
CWP
782
Capital Wealth Planning
Florida
$302K -$196K -458 -40%
BIC
783
Beach Investment Counsel
Pennsylvania
$301K
PFS
784
Prospera Financial Services
Texas
$295K -$397K -926 -58%
MMA
785
Miracle Mile Advisors
California
$293K -$856 -2 -0.3%
HNB
786
Huntington National Bank
Ohio
$292K +$159K +371 +132%
NI
787
Natural Investments
California
$292K +$280K +655 New
AF
788
Advisornet Financial
Minnesota
$292K -$2.57K -6 -0.9%
LA
789
LVW Advisors
New York
$292K +$279K +652 New
PP
790
PDS Planning
Ohio
$291K +$279K +651 New
WAM
791
Wolverine Asset Management
Illinois
$291K +$278K +650 New
SL
792
Sentry LLC
Tennessee
$289K
GM
793
GeoWealth Management
Illinois
$289K +$92.5K +216 +50%
CAM
794
Claret Asset Management
Quebec, Canada
$289K +$277K +646 New
PWM
795
Pines Wealth Management
North Carolina
$288K +$268K +627 New
ICP
796
Impact Capital Partners
Colorado
$287K +$275K +642 New
PCP
797
Proficio Capital Partners
Massachusetts
$281K +$269K +628 New
PCIA
798
Prime Capital Investment Advisors
Kansas
$281K -$15K -35 -5%
1WA
799
180 Wealth Advisors
Washington
$278K +$5.14K +12 +2%
AWA
800
Arete Wealth Advisors
Illinois
$277K +$263K +615 New