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Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
526
Householder Group Estate & Retirement Specialist
Arizona
$132K
BWM
527
BerganKDV Wealth Management
Minnesota
$131K -$559 -11 -0.5%
HI
528
Harbour Investments
Wisconsin
$130K +$1.02K +20 +0.8%
ASN
529
Advisory Services Network
Georgia
$130K +$121K +2,381 New
MSCM
530
McElhenny Sheffield Capital Management
Texas
$130K +$121K +2,379 New
SWM
531
Spire Wealth Management
Virginia
$115K -$38.7K -761 -27%
DPI
532
Diversified Portfolios Inc
Michigan
$115K -$77.7K -1,528 -42%
SWA
533
SOA Wealth Advisors
New York
$114K +$203 +4 +0.2%
KTC
534
Kistler-Tiffany Companies
Pennsylvania
$110K
Federated Hermes
535
Federated Hermes
Pennsylvania
$108K -$9.71K -191 -9%
HFM
536
Hartford Financial Management
Connecticut
$106K
PA
537
Parallel Advisors
California
$99.5K -$2.34K -46 -2%
UAML
538
US Asset Management LLC
Pennsylvania
$99K +$92K +1,809 New
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K
CWP
540
Concord Wealth Partners
Virginia
$95.3K +$88.7K +1,744 New
SIS
541
Sound Income Strategies
Florida
$94.9K
BLC
542
Brown, Lisle/Cummings
Rhode Island
$90.2K +$2.54K +50 +3%
WB
543
Webster Bank
Connecticut
$90K
IA
544
IFP Advisors
Florida
$89K -$16.6K -326 -15%
MRCM
545
M&R Capital Management
New Jersey
$88K
TFS
546
TrustCore Financial Services
Tennessee
$86.8K +$102 +2 +0.1%
BWL
547
Bogart Wealth LLC
Virginia
$86.2K -$24.4K -480 -23%
CFB
548
Cullen/Frost Bankers
Texas
$83K -$1.32K -26 -2%
BBHC
549
Brown Brothers Harriman & Co
New York
$82K
MMG
550
Monetary Management Group
Missouri
$82K