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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1701
Pinnacle Wealth Planning Services
Ohio
$493K +$24.4K +81 +5%
KWM
1702
Keebeck Wealth Management
Illinois
$489K -$56.7K -188 -11%
1WM
1703
1900 Wealth Management
Texas
$489K -$15.4K -51 -3%
FNBOH
1704
First National Bank of Hutchinson
Kansas
$489K
MCM
1705
Mitchell Capital Management
Kansas
$489K
PP
1706
Pingora Partners
Wyoming
$489K
MWM
1707
Mascoma Wealth Management
New Hampshire
$489K -$25K -83 -5%
OAS
1708
Optivise Advisory Services
Tennessee
$486K +$12.1K +40 +3%
RYIA
1709
Roehl & Yi Investment Advisors
Oregon
$485K -$1.21K -4 -0.3%
MCCA
1710
Mill Creek Capital Advisors
Pennsylvania
$485K +$6.03K +20 +1%
V
1711
ViaWealth
Kansas
$484K -$11.5K -38 -2%
TFF
1712
The Family Firm
Maryland
$482K +$2.71K +9 +0.6%
SEIA
1713
Signature Estate & Investment Advisors
California
$482K +$25.3K +84 +6%
CCA
1714
Childress Capital Advisors
Texas
$481K +$13.9K +46 +3%
SL
1715
Sentinus LLC
Illinois
$481K +$7.84K +26 +2%
DA
1716
Detalus Advisors
Missouri
$478K +$11.2K +37 +2%
NAS
1717
Nicolet Advisory Services
Wisconsin
$478K -$44K -146 -8%
AWM
1718
Angeles Wealth Management
California
$478K +$302 +1 +0.1%
HR
1719
Howe & Rusling
New York
$476K +$25K +83 +6%
LJAC
1720
L.J. Altfest & Co
New York
$476K -$1.21K -4 -0.3%
SHF
1721
Safe Harbor Fiduciary
Florida
$474K -$3.92K -13 -0.8%
AAS
1722
Ameritas Advisory Services
Nebraska
$474K +$11.5K +38 +2%
GHAM
1723
Gilman Hill Asset Management
Connecticut
$472K -$9.95K -33 -2%
NO
1724
Ninety One
South Africa
$470K +$9.05K +30 +2%
CCWM
1725
Cassaday & Co Wealth Management
Virginia
$467K +$302 +1 +0.1%