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Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
626
Howard Capital Management Group
California
$505K +$134 +1 +0%
ASN
627
Advisory Services Network
Georgia
$502K
GI
628
GAMMA Investing
California
$499K +$120K +894 +32%
RWP
629
RWA Wealth Partners
Massachusetts
$494K +$157K +1,172 +47%
CFG
630
Carr Financial Group
Massachusetts
$491K +$70.1K +524 +17%
TFIPS
631
Towarzystwo Funduszy Inwestycyjnych PZU SA
$476K -$158K -1,183 -25%
IAA
632
Ironsides Asset Advisors
North Carolina
$473K +$468K +3,500 New
ACP
633
Aveo Capital Partners
Colorado
$471K
HWA
634
Heartwood Wealth Advisors
Virginia
$470K
MCM
635
McRae Capital Management
New Jersey
$469K
WIM
636
WealthPlan Investment Management
Nebraska
$465K +$5.35K +40 +1%
HWAM
637
Hennion & Walsh Asset Management
New Jersey
$462K +$118K +883 +35%
BTW
638
Boston Trust Walden
Massachusetts
$462K
PWMAG
639
Pinnacle Wealth Management Advisory Group
New Jersey
$460K -$26.2K -196 -5%
CCM
640
Coldstream Capital Management
Washington
$457K +$118K +882 +34%
QCG
641
Quadrant Capital Group
Ohio
$455K -$937 -7 -0.2%
LI
642
LRI Investments
Florida
$447K +$268K +2,000 +119%
NW
643
NewEdge Wealth
Pennsylvania
$447K +$37.5K +280 +9%
HI
644
Horizon Investments
North Carolina
$445K -$58.7K -439 -12%
Jones Financial Companies
645
Jones Financial Companies
Missouri
$444K +$440K +3,289 +23,493%
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$444K
SIA
647
Schechter Investment Advisors
Michigan
$444K +$83.2K +622 +23%
IWC
648
Integrated Wealth Concepts
Massachusetts
$442K +$74.5K +557 +20%
SAM
649
Strategy Asset Managers
California
$440K +$75.1K +561 +21%
MSR
650
Main Street Research
Connecticut
$439K