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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
901
J.W. Cole Advisors
Florida
$532K +$28.7K +375 +6%
NP
902
NorthRock Partners
Minnesota
$532K -$41.2K -538 -7%
LSWP
903
Liberty Square Wealth Partners
Pennsylvania
$525K +$565K +7,380 New
BWP
904
BSW Wealth Partners
Colorado
$515K -$15K -196 -3%
GWAM
905
Guardian Wealth Advisors (Minnesota)
Minnesota
$514K -$9.19K -120 -2%
WPC
906
Wedmont Private Capital
Pennsylvania
$510K +$86K +1,123 +19%
VV
907
Verity & Verity
South Carolina
$507K +$78.2K +1,021 +18%
MEAC
908
M.E. Allison & Co
Texas
$506K +$507K +6,624 New
MFA
909
Mayflower Financial Advisors
Massachusetts
$506K +$7.81K +102 +2%
RP
910
Riverwater Partners
Wisconsin
$504K +$306 +4 +0.1%
HWA
911
Heritage Wealth Advisors
Virginia
$503K
PA
912
Persium Advisors
Georgia
$503K +$503K +6,573 New
GM
913
GeoWealth Management
Illinois
$501K +$159K +2,083 +47%
MPWS
914
McCarter Private Wealth Services
Massachusetts
$500K -$3.83K -50 -0.8%
CGL
915
Clarius Group LLC
Washington
$499K +$202K +2,643 +68%
VFA
916
Voya Financial Advisors
Connecticut
$497K -$24.9K -325 -5%
SRL
917
Scientech Research LLC
New Jersey
$495K +$495K +6,468 New
RIL
918
Rothschild Investment LLC
Illinois
$493K -$1.99K -26 -0.4%
DBRC
919
D.B. Root & Company
Pennsylvania
$491K -$45.4K -593 -8%
GCM
920
Glaxis Capital Management
Florida
$489K
SIC
921
SFE Investment Counsel
California
$489K -$589K -7,699 -55%
FMB
922
Field & Main Bank
Kentucky
$488K -$13K -170 -3%
FCM
923
Fieldview Capital Management
Michigan
$486K +$486K +6,351 New
BFG
924
Beacon Financial Group
Texas
$486K -$2.22K -29 -0.5%
SIA
925
SeaBridge Investment Advisors
New Jersey
$485K -$49.8K -651 -9%