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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
926
D.J. St. Germain
Massachusetts
$903K +$1.02M +6,847 New
IAN
927
Integrated Advisors Network
Texas
$901K -$238K -1,601 -19%
WP
928
WealthSource Partners
California
$901K +$41.6K +280 +4%
CSA
929
Cottage Street Advisors
Massachusetts
$899K -$269K -1,816 -21%
Wellington Management Group
930
Wellington Management Group
Massachusetts
$897K -$79.8K -538 -7%
CG
931
Caprock Group
Idaho
$885K -$69K -465 -6%
CW
932
CIC Wealth
Maryland
$880K -$191K -1,285 -16%
CA
933
Cornerstone Advisors
North Carolina
$871K +$979K +6,600 New
MWM
934
Meridian Wealth Management
Kentucky
$869K -$117K -791 -11%
IFG
935
Independent Financial Group
California
$868K +$73.9K +498 +8%
SSI
936
Scott & Selber Inc
Texas
$861K -$7.42K -50 -0.8%
AA
937
Ancora Advisors
Ohio
$859K +$68.1K +459 +8%
CWM
938
Curi Wealth Management
North Carolina
$859K -$55.5K -374 -5%
CPIG
939
Chicago Partners Investment Group
Illinois
$858K -$1.48K -10 -0.2%
EWS
940
Evergreen Wealth Solutions
Pennsylvania
$855K -$43.3K -292 -4%
ERIM
941
Eagle Ridge Investment Management
Connecticut
$853K
WCM
942
Washington Capital Management
Washington
$853K -$7.42K -50 -0.8%
FPF
943
First Pacific Financial
Washington
$851K +$34.3K +231 +4%
Koshinski Asset Management
944
Koshinski Asset Management
Illinois
$848K -$131K -881 -12%
QCM
945
Qsemble Capital Management
New York
$844K +$950K +6,400 New
SWM
946
Spire Wealth Management
Virginia
$842K -$77.6K -523 -8%
CCM
947
Compass Capital Management
Minnesota
$835K -$35.6K -240 -4%
SWM
948
SeaCrest Wealth Management
New York
$834K -$59.1K -398 -6%
MG
949
Marex Group
$833K +$411K +2,769 +78%
MGWM
950
Marks Group Wealth Management
Minnesota
$829K -$124K -838 -12%