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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
1051
Baxter Bros Inc
Connecticut
$729K -$162K -11,064 -19%
AWM
1052
Adams Wealth Management
Utah
$727K +$156K +10,632 +28%
PCG
1053
Prosperity Consulting Group
Maryland
$727K +$65.7K +4,479 +10%
FGA
1054
Fortis Group Advisors
New Jersey
$725K +$139K +9,450 +31%
CB
1055
Cadence Bank
Mississippi
$724K -$63.4K -4,323 -8%
NRS
1056
Neville Rodie & Shaw
New York
$724K -$61.4K -4,188 -8%
CLOS
1057
Compagnie Lombard Odier SCmA
Switzerland
$723K -$916K -62,455 -56%
UBG
1058
United Bank (Georgia)
Georgia
$720K +$21.1K +1,437 +3%
CWM
1059
Cedar Wealth Management
California
$719K +$202K +13,765 +40%
IHL
1060
Investment House LLC
California
$718K +$701K +47,802 New
SB
1061
Strategic Blueprint
Georgia
$713K -$41.7K -2,842 -6%
GL
1062
Graypoint LLC
New York
$712K +$147K +10,046 +27%
CA
1063
Continuum Advisory
Idaho
$712K +$55.9K +3,816 +9%
ICG
1064
InterOcean Capital Group
Tennessee
$707K +$242K +16,515 +54%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$704K +$28.6K +1,951 +4%
AIM
1066
Anchor Investment Management
South Carolina
$704K -$31.4K -2,139 -4%
BWM
1067
BCS Wealth Management
Tennessee
$703K +$11.6K +794 +2%
EA
1068
Eudaimonia Advisors
Tennessee
$699K -$24K -1,637 -3%
KCM
1069
Kempner Capital Management
Texas
$694K
GS
1070
Gagnon Securities
New York
$693K -$17.5K -1,196 -3%
RW
1071
RVW Wealth
California
$690K -$123K -8,374 -15%
PWMAG
1072
Pinnacle Wealth Management Advisory Group
New Jersey
$688K +$194K +13,243 +41%
SAM
1073
Summit Asset Management
Tennessee
$685K +$15.6K +1,064 +2%
BAM
1074
Byrne Asset Management
New Jersey
$684K -$730K -49,830 Closed
TCWM
1075
Total Clarity Wealth Management
Illinois
$684K -$47.3K -3,230 -7%