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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1701
Mitchell McLeod Pugh & Williams
Alabama
$559K -$1.07K -4 -0.2%
PMFA
1702
Plante Moran Financial Advisors
Michigan
$558K +$12.6K +47 +2%
RBFC
1703
Roman Butler Fullerton & Co
Missouri
$557K -$1.88K -7 -0.3%
SFG
1704
Sunburst Financial Group
Alabama
$557K +$15K +56 +3%
EWG
1705
Executive Wealth Group
Washington
$556K
SCM
1706
SOL Capital Management
Maryland
$553K
CFAM
1707
Center For Asset Management
Florida
$553K -$333K -1,244 -37%
FWP
1708
FAS Wealth Partners
Kansas
$553K -$108K -403 -16%
RIA
1709
Realta Investment Advisors
Delaware
$553K -$101K -376 -15%
XS
1710
XR Securities
Illinois
$552K -$5.36K -20 -0.9%
MCM
1711
Magnolia Capital Management
New York
$552K
VCP
1712
Verus Capital Partners
Arizona
$551K +$15.5K +58 +3%
FWIA
1713
Fort Washington Investment Advisors
Ohio
$550K -$7.51K -28 -1%
FAG
1714
Fortitude Advisory Group
Washington
$549K -$15.8K -59 -3%
WCA
1715
Westover Capital Advisors
Delaware
$549K -$25.5K -95 -4%
FCM
1716
Fourpath Capital Management
Oklahoma
$549K -$540K -2,014 -49%
BHIA
1717
Birch Hill Investment Advisors
Massachusetts
$547K -$8.04K -30 -1%
KIG
1718
Kennedy Investment Group
New Jersey
$544K +$556K +2,073 New
AIP
1719
Ahrens Investment Partners
Louisiana
$543K +$11.8K +44 +2%
AOWM
1720
Alpha Omega Wealth Management
Virginia
$539K -$12.1K -45 -2%
ITIM
1721
Indiana Trust & Investment Management
Indiana
$539K -$4.02K -15 -0.7%
KIA
1722
KLR Investment Advisors
Rhode Island
$537K +$548K +2,043 New
MWM
1723
Moran Wealth Management
Florida
$536K +$547K +2,039 New
IAG
1724
Investment Advisory Group
Massachusetts
$535K
WFI
1725
West Family Investments
California
$534K -$5.9K -22 -1%