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Name Holding Trade Value Shares
Change
Change in
Stake
VA
926
VestGen Advisors
Illinois
$965K +$129K +534 +15%
ACM
927
Aljian Capital Management
Nevada
$958K -$14K -58 -1%
TCWM
928
Total Clarity Wealth Management
Illinois
$955K +$640K +2,644 +196%
MWM
929
Modern Wealth Management
Kansas
$955K -$25.2K -104 -3%
AWA
930
Arete Wealth Advisors
Illinois
$952K +$20.8K +86 +2%
WHCI
931
W.H. Cornerstone Investments
Massachusetts
$941K +$6.78K +28 +0.7%
AI
932
Atom Investors
Texas
$940K -$22.8K -94 -2%
LPT
933
Legacy Private Trust
Wisconsin
$927K -$162K -670 -15%
BOS
934
Bank of Stockton
California
$926K +$16K +66 +2%
BFPW
935
BOK Financial Private Wealth
Colorado
$925K +$1.45K +6 +0.2%
PWMG
936
Pinnacle Wealth Management Group
Michigan
$924K – – –
BTWM
937
Baker Tilly Wealth Management
Wisconsin
$921K -$69.5K -287 -7%
GFP
938
Gryphon Financial Partners
Ohio
$911K +$103K +425 +13%
BIG
939
Brookwood Investment Group
Arizona
$907K +$183K +755 +25%
LAM
940
LOM Asset Management
$907K – – –
PP
941
Patron Partners
Texas
$900K +$41.4K +171 +5%
VAS
942
Vestmark Advisory Solutions
Massachusetts
$896K -$555K -2,292 -38%
BRWA
943
B. Riley Wealth Advisors
Florida
$894K +$31.2K +129 +4%
Wolverine Trading
944
Wolverine Trading
Illinois
$889K +$606K +2,502 +202%
HIM
945
Hillsdale Investment Management
Ontario, Canada
$881K +$145K +600 +19%
PIA
946
Pinion Investment Advisors
Kansas
$880K -$51.1K -211 -5%
MBT
947
Montecito Bank & Trust
California
$879K +$889K +3,671 New
LCGC
948
Legacy Capital Group California
California
$873K -$4.12K -17 -0.5%
TWP
949
Tyche Wealth Partners
Texas
$870K +$8.71K +36 +1%
HA
950
Herold Advisors
New York
$866K +$177K +730 +25%