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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
1401
Syntegra Private Wealth Group
Missouri
$674K -$79.5K -3,531 -11%
VFM
1402
Vision Financial Markets
Connecticut
$674K +$666K +29,612 New
AC
1403
Apella Capital
Connecticut
$674K +$5.49K +244 +0.8%
SIM
1404
Sentry Investment Management
Wisconsin
$672K +$455K +20,196 +217%
GSIAS
1405
Garden State Investment Advisory Services
New Jersey
$672K -$65.1K -2,892 -9%
PCM
1406
Parsons Capital Management
Rhode Island
$669K -$445K -19,777 -40%
OIA
1407
Optimum Investment Advisors
Illinois
$667K
WAL
1408
W Advisors LLC
Tennessee
$665K -$8.3K -369 -1%
CC
1409
Callan Capital
California
$665K +$130K +5,772 +25%
PA
1410
Prossimo Advisors
California
$664K +$23 +1 +0%
CCG
1411
Catalina Capital Group
California
$662K +$126K +5,593 +24%
LMKC
1412
L.M. Kohn & Company
Ohio
$659K +$5.4K +240 +0.8%
SA
1413
Scarborough Advisors
Maryland
$658K +$62K +2,755 +11%
RBFC
1414
Roman Butler Fullerton & Co
Missouri
$657K -$27.3K -1,212 -4%
CA
1415
Cullinan Associates
Kentucky
$657K -$72K -3,200 -10%
PCP
1416
Proficio Capital Partners
Massachusetts
$655K +$184K +8,179 +40%
FA
1417
Faithward Advisors
Pennsylvania
$654K +$50.5K +2,246 +8%
PCA
1418
Peddock Capital Advisors
Massachusetts
$654K
RPC
1419
Rossmore Private Capital
Connecticut
$653K -$3.87K -172 -0.6%
SRC
1420
Shufro Rose & Co
New York
$653K -$67.5K -3,000 -9%
CBA
1421
Coastal Bridge Advisors
Connecticut
$651K +$2.23K +99 +0.3%
SWIM
1422
Smallwood Wealth Investment Management
New Jersey
$646K -$315 -14 -0%
RF
1423
Rossby Financial
Florida
$644K +$637K +28,292 New
RWA
1424
Redhawk Wealth Advisors
Minnesota
$641K -$49.4K -2,196 -7%
WIC
1425
Woodmont Investment Counsel
Tennessee
$639K +$4.16K +185 +0.7%