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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1601
Sanchez Wealth Management Group
Florida
$830K +$4.41K +42 +0.5%
WEG
1602
World Equity Group
Illinois
$829K +$415K +3,953 +86%
SIMG
1603
Sonora Investment Management Group
Arizona
$825K -$7.04K -67 -0.8%
MMPW
1604
Mitchell McLeod Pugh & Williams
Alabama
$823K -$42.9K -408 -5%
GA
1605
Geller Advisors
New York
$822K -$126K -1,198 -12%
SMA
1606
Sage Mountain Advisors
Georgia
$821K -$30.8K -293 -3%
RC
1607
Roundview Capital
New Jersey
$820K -$1.05K -10 -0.1%
MWM
1608
MBE Wealth Management
Wisconsin
$820K +$315 +3 +0%
FNBOH
1609
First National Bank of Hutchinson
Kansas
$818K +$1.78K +17 +0.2%
IP
1610
Investment Partners
Ohio
$817K +$94.7K +902 +12%
FRM
1611
Fox Run Management
Connecticut
$816K +$885K +8,423 New
PI
1612
PFG Investments
New York
$815K +$209K +1,992 +31%
IP
1613
Intellectus Partners
California
$815K -$11.1K -106 -1%
GIM
1614
Groesbeck Investment Management
New Jersey
$814K – – –
HI
1615
Hendershot Investments
Virginia
$814K – – –
KCFA
1616
Key Client Fiduciary Advisors
New Jersey
$812K +$8.19K +78 +0.9%
RiverFront Investment Group
1617
RiverFront Investment Group
Virginia
$812K +$14.4K +137 +2%
NAS
1618
NWF Advisory Services
California
$812K +$1.47K +14 +0.2%
W
1619
Wealthquest
Ohio
$812K -$42.6K -406 -5%
WAG
1620
Wallace Advisory Group
California
$811K +$13.8K +131 +2%
LSPW
1621
Lake Street Private Wealth
Illinois
$810K +$6.41K +61 +0.7%
AOI
1622
Auto-Owners Insurance
Michigan
$809K – – –
PBF
1623
Petix & Botte Financial
California
$809K -$1.47K -14 -0.2%
CP
1624
Covenant Partners
Tennessee
$809K – – –
PPC
1625
Park Place Capital
Alabama
$807K +$29.7K +283 +4%