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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
2476
Mosaic Financial Group
Illinois
$237K +$588 +2 +0.3%
APC
2477
Asset Planning Corporation
Tennessee
$237K -$66.1K -225 -23%
AIFAIM
2478
American Institute for Advanced Investment Management
Arizona
$236K +$222K +755 New
CFS
2479
Coordinated Financial Services
Colorado
$236K -$58.2K -198 -21%
CG
2480
Clarus Group
Texas
$236K +$222K +754 New
AMG
2481
Advisors Management Group
Wisconsin
$235K +$221K +751 New
MNBTD
2482
Moody National Bank Trust Division
Texas
$235K -$3.82K -13 -2%
WIC
2483
Wilkins Investment Counsel
Massachusetts
$235K
BCMO
2484
Buckingham Capital Management (Ohio)
Ohio
$234K
DMC
2485
Drexel Morgan & Co
Pennsylvania
$234K
ICA
2486
Infrastructure Capital Advisors
New York
$234K +$220K +750 New
PCTC
2487
Perkins Coie Trust Company
Washington
$234K
ACA
2488
American Capital Advisory
Idaho
$234K
SIA
2489
Sit Investment Associates
Minnesota
$234K -$95.5K -325 -30%
GHAM
2490
Gilman Hill Asset Management
Connecticut
$234K -$264K -900 -55%
NP
2491
Nilsine Partners
Colorado
$233K +$219K +747 New
EFG
2492
Ethos Financial Group
Pennsylvania
$233K -$559K -1,904 -73%
CWA
2493
Clarus Wealth Advisors
Arizona
$233K +$213K +724 New
GSIAS
2494
Garden State Investment Advisory Services
New Jersey
$232K +$2.94K +10 +1%
VWM
2495
Vivid Wealth Management
Iowa
$231K -$538K -1,831 -71%
PAM
2496
Peak Asset Management
Colorado
$231K
WC
2497
Waterloo Capital
Texas
$231K +$217K +738 New
HPM
2498
Hoxton Planning & Management
West Virginia
$230K -$881 -3 -0.4%
BFA
2499
Beacon Financial Advisory
Ohio
$230K +$216K +735 New
PCA
2500
Peddock Capital Advisors
Massachusetts
$229K