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Name Holding Trade Value Shares
Change
Change in
Stake
VAG
976
VisionPoint Advisory Group
Texas
$243K -$26.5K -76 -10%
NRC
977
New Republic Capital
North Carolina
$242K +$240K +686 New
GGA
978
Granite Group Advisors
Connecticut
$241K -$2.44K -7 -1%
SIM
979
Sentry Investment Management
Wisconsin
$240K – – –
ADL
980
Asset Dedication LLC
California
$240K – – –
PIM
981
Penobscot Investment Management
Massachusetts
$236K -$20.9K -60 -8%
ACM
982
Avalon Capital Management
California
$233K -$161K -460 -41%
HFS
983
Hopwood Financial Services
Virginia
$233K – – –
DWA
984
Dougherty Wealth Advisers
Minnesota
$233K – – –
RFG
985
REAP Financial Group
Texas
$232K +$698 +2 +0.3%
QWM
986
Quadcap Wealth Management
Texas
$232K -$37.7K -108 -14%
PFM
987
Patton Fund Management
Texas
$231K – – –
NFG
988
Nations Financial Group
Iowa
$231K +$228K +654 New
CFFP
989
Center for Financial Planning
Michigan
$230K – – –
UPS
990
UHLMANN PRICE SECURITIES
Illinois
$230K – – –
GCM
991
Goldstream Capital Management
Hong Kong
$229K – – –
MAA
992
Matrix Asset Advisors
New York
$229K – – –
AP
993
Appleton Partners
Massachusetts
$228K +$225K +645 New
AIP
994
ARS Investment Partners
New York
$228K – – –
GPW
995
Genesis Private Wealth
Virginia
$227K +$24.1K +69 +12%
DA
996
Dover Advisors
Virginia
$227K -$1.4K -4 -0.6%
PUI
997
Purpose Unlimited Inc
$227K +$224K +642 New
CFGW
998
Chancellor Financial Group WB
Pennsylvania
$227K – – –
CP
999
Canopy Partners
Ohio
$224K +$4.54K +13 +2%
CW
1000
CrossGen Wealth
North Carolina
$224K +$222K +636 New