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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
876
Prosperity Consulting Group
Maryland
$796K -$15K -159 -2%
HAG
877
HF Advisory Group
Maryland
$794K +$60.3K +638 +8%
QPW
878
Quantum Private Wealth
Florida
$789K +$859K +9,079 New
AIM
879
Anchor Investment Management
South Carolina
$788K -$5.67K -60 -0.7%
WA
880
Wealth Alliance
New York
$783K -$84.3K -892 -9%
BSW
881
Buckingham Strategic Wealth
Missouri
$783K -$13.7K -145 -2%
HW
882
Hancock Whitney
Mississippi
$776K +$4.92K +52 +0.6%
LA
883
Legacy Advisors
Pennsylvania
$775K -$2.93K -31 -0.3%
BCM
884
Birch Capital Management
Texas
$774K +$310K +3,283 +58%
ARMT
885
Amica Retiree Medical Trust
Rhode Island
$763K – – –
FWM
886
Finer Wealth Management
Massachusetts
$760K +$140K +1,481 +20%
VA
887
Verdad Advisers
Massachusetts
$756K -$851K -9,000 -51%
CNBTD
888
Citizens National Bank Trust Department
Mississippi
$754K +$821K +8,680 New
AAS
889
Ameritas Advisory Services
Nebraska
$753K -$30.4K -321 -4%
WCM
890
Windsor Capital Management
Arizona
$752K +$27.1K +287 +3%
SIMG
891
Sonora Investment Management Group
Arizona
$750K -$75K -793 -8%
CFGS
892
Concourse Financial Group Securities
Alabama
$749K +$11.3K +119 +1%
CSPIA
893
Cary Street Partners Investment Advisory
Virginia
$748K +$138K +1,457 +20%
WA
894
Wambolt & Associates
Colorado
$738K +$7.38K +78 +0.9%
CF
895
Centaurus Financial
California
$735K +$29.2K +309 +4%
TCWM
896
Total Clarity Wealth Management
Illinois
$733K +$798K +8,440 New
EWA
897
EverSource Wealth Advisors
Alabama
$732K +$38.7K +409 +5%
ARG
898
Advisory Resource Group
Oklahoma
$731K +$74.6K +789 +10%
SFCL
899
Strengthening Families & Communities LLC
Massachusetts
$722K +$42.9K +454 +6%
CPC
900
Cookson Peirce & Co
Pennsylvania
$719K +$783K +8,275 New