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Name Holding Trade Value Shares
Change
Change in
Stake
WFS
1001
Widmann Financial Services
Maryland
$800K -$53.7K -310 -6%
RIA
1002
Richwood Investment Advisors
Ohio
$799K -$59.5K -344 -7%
FG
1003
Fiduciary Group
Georgia
$795K -$1.73K -10 -0.2%
EM
1004
ELCO Management
New York
$795K -$18.5K -107 -2%
SB
1005
Strategic Blueprint
Georgia
$793K +$226K +1,304 +39%
CPSC
1006
Carl P. Sherr & Co
Massachusetts
$789K -$45.9K -265 -5%
BWM
1007
BNC Wealth Management
Oregon
$787K – – –
Conning Inc
1008
Conning Inc
Connecticut
$786K +$121K +701 +18%
PA
1009
Promethium Advisors
Maryland
$785K +$511K +2,950 +178%
ME
1010
McIlrath & Eck
Washington
$782K -$17.3K -100 -2%
CCP
1011
Carmel Capital Partners
California
$780K -$171K -990 -18%
PA
1012
PFG Advisors
Arizona
$778K +$16.1K +93 +2%
Washington Trust
1013
Washington Trust
Rhode Island
$778K -$8.32M -48,059 -91%
Mather Group
1014
Mather Group
Illinois
$778K +$298K +1,721 +61%
Savvy Advisors Inc
1015
Savvy Advisors Inc
New York
$776K +$366K +2,112 +87%
Journey Strategic Wealth
1016
Journey Strategic Wealth
New Jersey
$776K -$244K -1,411 -24%
SAM
1017
S.A. Mason
Michigan
$775K – – –
CSC
1018
Caldwell Sutter Capital
California
$775K -$42.6K -246 -5%
PWPS
1019
Pinnacle Wealth Planning Services
Ohio
$773K +$15.6K +90 +2%
Exencial Wealth Advisors
1020
Exencial Wealth Advisors
Oklahoma
$772K +$17.5K +101 +2%
ZBNA
1021
Zions Bancorporation, National Association
Utah
$767K +$779K +4,498 New
Connor, Clark & Lunn Investment Management (CC&L)
1022
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$767K -$47.6M -274,740 -98%
SFP
1023
Sandbox Financial Partners
Maryland
$766K -$60.6K -350 -7%
GWANC
1024
Guardian Wealth Advisors (North Carolina)
North Carolina
$765K +$7.1K +41 +0.9%
FC
1025
Fusion Capital
South Carolina
$765K +$60.6K +350 +8%