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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1001
Signature Wealth Management Group
Georgia
$2.69M -$148K -738 -7%
BWA
1002
BDO Wealth Advisors
Florida
$2.68M +$51.8K +259 +3%
GC
1003
Grimes & Company
Massachusetts
$2.68M +$717K +3,585 +54%
FFS
1004
Founders Financial Securities
Maryland
$2.67M -$13.2K -66 -0.6%
GAG
1005
GM Advisory Group
New York
$2.67M +$362K +1,808 +22%
BL
1006
BFSG LLC
California
$2.67M +$545K +2,726 +36%
DWM
1007
Dakota Wealth Management
Florida
$2.67M +$489K +2,444 +32%
ISWM
1008
Independent Solutions Wealth Management
New York
$2.66M +$87.8K +439 +5%
QC
1009
Quent Capital
New York
$2.66M +$31K +155 +2%
CA
1010
Claro Advisors
Massachusetts
$2.66M +$79.2K +396 +4%
BBHC
1011
Brown Brothers Harriman & Co
New York
$2.65M -$398K -1,988 -16%
NRG
1012
Nemes Rush Group
Michigan
$2.64M +$2.02M +10,097 New
CRWM
1013
Castle Rock Wealth Management
California
$2.63M +$16.4K +82 +0.9%
PFGIA
1014
Patriot Financial Group Insurance Agency
Massachusetts
$2.62M +$156K +779 +8%
DL
1015
DOHJ LLC
Washington
$2.62M +$31.4K +157 +2%
ACM
1016
Advisors Capital Management
New Jersey
$2.62M +$753K +3,766 +60%
DP
1017
DDD Partners
Washington
$2.62M +$112K +558 +6%
TYCC
1018
Texas Yale Capital Corp
Florida
$2.61M – – –
AC
1019
Allstate Corporation
Illinois
$2.6M +$173K +866 +10%
CS
1020
Comerica Securities
Michigan
$2.6M +$165K +823 +9%
NWM
1021
Northwest Wealth Management
Iowa
$2.58M -$18.2K -91 -0.9%
SCM
1022
Schnieders Capital Management
California
$2.58M +$422K +2,109 +27%
FFWA
1023
FRG Family Wealth Advisors
Washington
$2.55M -$1K -5 -0.1%
DWM
1024
Darwin Wealth Management
Florida
$2.55M +$269K +1,347 +17%
WP
1025
WealthSource Partners
California
$2.54M +$18.2K +91 +0.9%
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