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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1401
Pinnacle Wealth Planning Services
Ohio
$692K -$2.09K -8 -0.3%
PMFA
1402
Plante Moran Financial Advisors
Michigan
$692K – – –
AFG
1403
Albion Financial Group
Utah
$692K +$131K +500 +25%
SL
1404
SWMG LLC
Texas
$689K +$586K +2,242 New
EFA
1405
Evernest Financial Advisors
Indiana
$689K -$17K -65 -3%
BMM
1406
Buffington Mohr McNeal
Idaho
$683K -$61.7K -236 -9%
SWM
1407
SeaCrest Wealth Management
New York
$683K +$2.88K +11 +0.4%
MAM
1408
MWA Asset Management
Massachusetts
$682K +$11K +42 +2%
MWM
1409
Moran Wealth Management
Florida
$680K +$3.66K +14 +0.6%
SMH
1410
Sanders Morris Harris
Texas
$678K – – –
BIA
1411
BHK Investment Advisors
Alabama
$677K -$6.28K -24 -1%
FCIM
1412
Fairview Capital Investment Management
California
$677K +$90.2K +345 +16%
SWA
1413
Stratos Wealth Advisors
Ohio
$675K -$185K -709 -23%
BWM
1414
Bullock Wealth Management
Indiana
$673K +$4.18K +16 +0.7%
ATIA
1415
American Trust Investment Advisors
New Hampshire
$670K -$523 -2 -0.1%
BFG
1416
Beacon Financial Group
Texas
$669K -$31.9K -122 -5%
CA
1417
Cornerstone Advisory
Maryland
$669K +$11.5K +44 +2%
MA
1418
MCF Advisors
Kentucky
$668K -$106K -407 -14%
BCM
1419
Becker Capital Management
Oregon
$668K -$1.83K -7 -0.3%
SC
1420
Saiph Capital
New Jersey
$667K – – –
SAM
1421
Sompo Asset Management
Japan
$664K +$47.1K +180 +8%
FCG
1422
Fielder Capital Group
Tennessee
$662K +$262 +1 +0%
HWMG
1423
Hurlow Wealth Management Group
Indiana
$659K – – –
BS
1424
Banco Santander
Spain
$659K +$622K +2,380 New
SIC
1425
Shoker Investment Counsel
Ohio
$658K +$3.4K +13 +0.5%