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Name Holding Trade Value Shares
Change
Change in
Stake
PFGWM
951
Price Financial Group Wealth Management
Oregon
$515K +$2.53K +22 +0.5%
WG
952
Watchman Group
Texas
$514K
FFP
953
FourThought Financial Partners
Florida
$513K -$18.9K -164 -4%
SWM
954
SeaCrest Wealth Management
New York
$513K +$1.04K +9 +0.2%
HC
955
Hamilton Capital
Ohio
$508K +$5.18K +45 +1%
AC
956
Apella Capital
Connecticut
$505K +$12.7K +110 +3%
KFS
957
Kurt F. Somerville
$504K
MCM
958
MV Capital Management
Maryland
$503K +$2.07K +18 +0.4%
CI
959
Cigna Investments
Connecticut
$502K -$38.3K -333 -7%
SWM
960
Segment Wealth Management
Texas
$501K -$3.68K -32 -0.7%
TSS
961
Two Sigma Securities
New York
$499K +$490K +4,258 New
TA
962
TrueWealth Advisors
Alabama
$498K +$230 +2 +0%
WA
963
WBH Advisory
Maryland
$497K -$11.5K -100 -2%
RPGK
964
Retirement Planning Group (Kansas)
Kansas
$497K +$488K +4,237 New
OBGC
965
O'Brien Greene & Co
Pennsylvania
$497K
RMP
966
Richards, Merrill & Peterson
Washington
$496K -$52.5K -456 -10%
OIC
967
Orion Investment Company
Missouri
$495K -$20.1K -175 -4%
AAA
968
Andrews Advisory Associates
Hawaii
$493K +$806 +7 +0.2%
SIA
969
Sit Investment Associates
Minnesota
$492K
HSWM
970
Hubbell Strickland Wealth Management
Louisiana
$489K +$230 +2 +0%
CWM
971
Chesapeake Wealth Management
Virginia
$488K -$19.8K -172 -4%
PWMAG
972
Pinnacle Wealth Management Advisory Group
New Jersey
$487K +$4.95K +43 +1%
QL
973
Quarry LP
New York
$487K +$478K +4,152 New
UAG
974
United Advisor Group
Ohio
$486K +$7.48K +65 +2%
HH
975
Hilltop Holdings
Texas
$485K +$10.4K +90 +2%