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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1276
Sugarloaf Wealth Management
Georgia
$513K -$471 -3 -0.1%
AFM
1277
Andesa Financial Management
Pennsylvania
$512K +$12.4K +79 +2%
MHR
1278
Matthew Hamilton Rosenberg
$512K +$941 +6 +0.2%
Mission Wealth Management
1279
Mission Wealth Management
California
$511K -$89.7K -572 -14%
AAMC
1280
Asset Allocation & Management Company
Illinois
$511K – – –
Wilmington Savings Fund Society
1281
Wilmington Savings Fund Society
Delaware
$509K -$11.8K -75 -2%
BA
1282
Ballew Advisors
Mississippi
$506K – – –
H
1283
HoyleCohen
California
$503K +$50.4K +321 +11%
Wedmont Private Capital
1284
Wedmont Private Capital
Pennsylvania
$503K -$93.8K -598 -16%
PWP
1285
Principle Wealth Partners
Connecticut
$501K +$17.4K +111 +3%
EGA
1286
E&G Advisors
Texas
$500K – – –
TCM
1287
True Capital Management
California
$500K +$527K +3,356 New
JFA
1288
JNBA Financial Advisors
Minnesota
$499K -$37.5K -239 -7%
Krilogy Financial
1289
Krilogy Financial
Missouri
$498K +$2.98K +19 +0.6%
B
1290
BetterWealth
California
$498K – – –
SIC
1291
Sigma Investment Counselors
Michigan
$498K +$39.2K +250 +8%
UAML
1292
US Asset Management LLC
Pennsylvania
$498K +$525K +3,344 New
APA
1293
Astoria Portfolio Advisors
New York
$497K -$1.1K -7 -0.2%
GDP
1294
Great Diamond Partners
Maine
$496K -$25.1K -160 -5%
EFG
1295
Ethos Financial Group
Pennsylvania
$496K +$521K +3,323 New
FSA
1296
Fort Sheridan Advisors
Illinois
$491K -$10.2K -65 -2%
QC
1297
Quent Capital
New York
$490K -$61.2K -390 -11%
CC
1298
Callan Capital
California
$489K +$161K +1,028 +46%
CRWM
1299
Castle Rock Wealth Management
California
$487K +$9.1K +58 +2%
HR
1300
Howe & Rusling
New York
$486K -$6.75K -43 -1%