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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1026
Fiduciary Financial Group
California
$546K -$60.6K -349 -9%
DCU
1027
Dara Capital US
Florida
$546K +$585K +3,369 New
HFW
1028
Horizon Family Wealth
Illinois
$544K +$347 +2 +0.1%
SCM
1029
SCS Capital Management
Massachusetts
$543K -$21.9K -126 -4%
SP
1030
Sherman Porfolios
Idaho
$543K +$582K +3,350 New
MW
1031
MBL Wealth
North Carolina
$540K +$272K +1,567 +89%
AssetMark Inc
1032
AssetMark Inc
California
$538K +$3.13K +18 +0.5%
ACM
1033
Advisors Capital Management
New Jersey
$537K +$32.6K +188 +6%
AWM
1034
Ariadne Wealth Management
California
$537K -$12.2K -70 -3%
SLG
1035
Stanley-Laman Group
Pennsylvania
$537K
CWM
1036
Concentrum Wealth Management
California
$535K +$120K +691 +26%
1W
1037
1776 Wealth
Georgia
$524K +$562K +3,236 New
MAM
1038
MWA Asset Management
Massachusetts
$523K +$560K +3,227 New
AIM
1039
Advyzon Investment Management
Illinois
$519K +$116K +671 +27%
KRW
1040
Kaufman Rossin Wealth
Florida
$513K
LCM
1041
Legato Capital Management
California
$510K +$546K +3,146 New
FPGK
1042
Financial Partners Group (Kansas)
Kansas
$509K -$18.9K -109 -4%
FFM
1043
Forum Financial Management
Illinois
$509K +$105K +604 +24%
TDC
1044
Thompson Davis & Co
Virginia
$509K +$111K +640 +26%
TFA
1045
Toth Financial Advisory
Virginia
$507K +$5.21K +30 +1%
MCM
1046
Magnolia Capital Management
New York
$502K +$90.3K +520 +20%
CG
1047
Caprock Group
Idaho
$502K +$538K +3,098 New
SWA
1048
Stratos Wealth Advisors
Ohio
$498K +$25.9K +149 +5%
RA
1049
RFG Advisory
Alabama
$497K +$2.43K +14 +0.5%
TVM
1050
True Vision MN
Minnesota
$497K +$25.5K +147 +5%