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Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
1026
Garden State Investment Advisory Services
New Jersey
$805K +$26.8K +373 +4%
AWA
1027
Arkadios Wealth Advisors
Georgia
$802K -$46.5K -648 -6%
BPGAM
1028
BTG Pactual Global Asset Management
Bermuda
$801K +$747K +10,405 New
FF
1029
Friedenthal Financial
New Jersey
$797K -$95K -1,323 -11%
PP
1030
Peconic Partners
New York
$795K
BW
1031
Bison Wealth
Georgia
$793K +$27.6K +384 +4%
HI
1032
Harbour Investments
Wisconsin
$793K +$444K +6,185 +150%
TPWA
1033
Twin Peaks Wealth Advisors
California
$784K -$34.1K -475 -4%
SWA
1034
Strata Wealth Advisors
Texas
$781K +$8.54K +119 +1%
VSQM
1035
V-Square Quantitative Management
Illinois
$781K
LIM
1036
Leavell Investment Management
Alabama
$780K +$323K +4,496 +80%
MYIA
1037
Mount Yale Investment Advisors
Colorado
$772K -$11.6K -161 -2%
ZCM
1038
Zenyatta Capital Management
Delaware
$770K -$17.2M -240,000 -96%
RWMG
1039
Redwood Wealth Management Group
New Jersey
$765K -$64.6K -900 -8%
HCA
1040
Harbor Capital Advisors
Illinois
$764K +$712K +9,922 New
WHG
1041
Westwood Holdings Group
Texas
$757K +$706K +9,836 New
JFG
1042
Jefferies Financial Group
New York
$755K -$13.8M -192,265 -95%
SSB
1043
Sandy Spring Bank
Maryland
$748K +$366K +5,094 +110%
Vanguard Capital Wealth Advisors
1044
Vanguard Capital Wealth Advisors
Colorado
$743K -$258K -3,600 -27%
FCA
1045
FLC Capital Advisors
California
$743K -$39.5K -550 -5%
CAG
1046
Csenge Advisory Group
Florida
$739K +$122K +1,704 +22%
RFG
1047
Range Financial Group
Oregon
$736K +$686K +9,561 New
VNA
1048
Valley National Advisers
Pennsylvania
$732K +$132K +1,833 +24%
NFC
1049
Northeast Financial Consultants
Connecticut
$731K
KP
1050
Keel Point
Alabama
$725K +$109K +1,520 +19%