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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$302K -$7.3K -162 -2%
MWA
102
Monograph Wealth Advisors
California
$298K
IAA
103
Independent Advisor Alliance
North Carolina
$295K +$303K +6,728 New
JIP
104
Jaffetilchin Investment Partners
Florida
$281K -$3.06K -68 -1%
NA
105
NewEdge Advisors
Louisiana
$276K -$137K -3,033 -33%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$273K +$20.1K +447 +8%
AP
107
Americana Partners
Texas
$272K
PWS
108
Private Wealth Strategies
Ohio
$266K +$4.73K +105 +2%
FVCM
109
F&V Capital Management
Florida
$263K
HA
110
HFG Advisors
Ohio
$254K
SW
111
SVB Wealth
Massachusetts
$254K -$33.3K -738 -11%
MHS
112
M Holdings Securities
Oregon
$252K +$258K +5,735 New
MA
113
Mutual Advisors
Nebraska
$249K -$11.1K -246 -4%
CAN
114
Cetera Advisor Networks
California
$238K +$1.26K +28 +0.5%
SWM
115
SeaCrest Wealth Management
New York
$229K -$135 -3 -0.1%
WIC
116
Willis Investment Counsel
Georgia
$214K
SWP
117
Stratos Wealth Partners
Ohio
$214K -$55.8K -1,237 -20%
CWA
118
Centennial Wealth Advisory
Michigan
$212K +$3.7K +82 +2%
TSS
119
Two Sigma Securities
New York
$210K +$216K +4,795 New
CIC
120
Carnegie Investment Counsel
Ohio
$207K -$2.7K -60 -1%
MML Investors Services
121
MML Investors Services
Massachusetts
$203K +$209K +4,630 New
Brown Advisory
122
Brown Advisory
Maryland
$202K +$207K +4,593 New
AIA
123
Arrow Investment Advisors
Maryland
$201K +$207K +4,586 New
Truist Financial
124
Truist Financial
North Carolina
$200K -$63.1K -1,400 -23%
VIA
125
Virtus Investment Advisers
Connecticut
$192K -$6.76K -150 -3%