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Name Holding Trade Value Shares
Change
Change in
Stake
SS
601
Sunbelt Securities
Texas
$217K -$48.6K -300 -20%
SWM
602
SeaCrest Wealth Management
New York
$217K +$192K +1,185 New
FWCM
603
Ferguson Wellman Capital Management
Oregon
$216K +$191K +1,178 New
MGIA
604
Matthew Goff Investment Advisor
Texas
$215K +$190K +1,170 New
S
605
SignatureFD
Georgia
$210K +$24.8K +153 +15%
GC
606
Gilbert & Cook
Iowa
$210K +$185K +1,142 New
WANY
607
Wealthspire Advisors (New York)
New York
$209K +$185K +1,140 New
KMWM
608
Keudell/Morrison Wealth Management
Oregon
$205K +$181K +1,115 New
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$205K +$181K +1,120 New
RMDI
610
R.M. Davis Inc
Maine
$201K +$178K +1,097 New
RCA
611
Ranch Capital Advisors
Florida
$200K -$61.6K -380 -26%
JWM
612
Jackson Wealth Management
Florida
$200K +$162K +1,000 New
9WM
613
9258 Wealth Management
Ohio
$200K +$177K +1,090 New
PCG
614
Private Capital Group
Connecticut
$199K -$12.6K -78 -7%
CIA
615
CSat Investment Advisory
Michigan
$192K +$108K +664 +173%
SM
616
SG3 Management
Puerto Rico
$183K +$162K +1,000 New
QCG
617
Quadrant Capital Group
Ohio
$180K +$30K +185 +21%
RWB
618
RMR Wealth Builders
New Jersey
$177K +$156K +964 New
GRP
619
Global Retirement Partners
California
$176K -$324 -2 -0.2%
ACM
620
Allred Capital Management
Texas
$173K +$153K +945 New
BCWM
621
Bartlett & Co Wealth Management
Ohio
$170K
Rockefeller Capital Management
622
Rockefeller Capital Management
New York
$167K +$20.1K +124 +16%
CCM
623
Covington Capital Management
California
$167K +$148K +911 New
CFG
624
Citizens Financial Group
Rhode Island
$166K +$91.4K +564 +165%
Carson Wealth (CWM LLC)
625
Carson Wealth (CWM LLC)
Nebraska
$158K