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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
876
Prestige Wealth Management Group
New Jersey
$669K -$11.9K -71 -2%
AWA
877
Arkadios Wealth Advisors
Georgia
$667K +$635K +3,784 New
FRM
878
Fox Run Management
Connecticut
$665K +$633K +3,773 New
GIA
879
Gladstone Institutional Advisory
Florida
$664K -$93.7K -559 -13%
SIA
880
Schear Investment Advisers
Ohio
$662K +$8.22K +49 +1%
FHA
881
Flagship Harbor Advisors
Massachusetts
$661K -$20.3K -121 -3%
BOS
882
Bank of Stockton
California
$658K +$73K +435 +13%
CFS
883
Coordinated Financial Services
Colorado
$658K +$1.34K +8 +0.2%
MWM
884
Mission Wealth Management
California
$655K +$89.7K +535 +17%
DL
885
DOHJ LLC
Washington
$649K +$37.9K +226 +7%
WH
886
Wallace Hart
Kentucky
$647K
CRI
887
Colonial River Investments
Virginia
$647K +$49.5K +295 +9%
AFG
888
Atomi Financial Group
New York
$646K +$134K +800 +28%
IFG
889
Independent Financial Group
California
$644K -$22K -131 -3%
OL
890
Optas LLC
Texas
$643K -$29.5K -176 -5%
MC
891
Moors & Cabot
Massachusetts
$641K +$317K +1,889 +108%
HCS
892
Himension Capital (Singapore)
Singapore
$637K
CIM
893
CIM Investment Management
Pennsylvania
$633K -$3.52K -21 -0.6%
LSPW
894
Lake Street Private Wealth
Illinois
$633K -$26.8K -160 -4%
RVPG
895
Relative Value Partners Group
$633K +$602K +3,590 New
ONST
896
Old North State Trust
North Carolina
$632K +$26.5K +158 +5%
SIA
897
Strategic Investment Advisors
Michigan
$630K -$168 -1 -0%
EWM
898
Empirical Wealth Management
Washington
$629K +$83.5K +498 +16%
CA
899
Crumly & Associates
Illinois
$626K -$3.02K -18 -0.5%
LGA
900
Lebenthal Global Advisors
New York
$626K +$79.3K +473 +15%