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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1101
CreativeOne Wealth
Kansas
$1.15M -$321K -1,503 -25%
NB
1102
Nicolet Bankshares
Wisconsin
$1.14M +$19.2K +90 +2%
MWA
1103
Moser Wealth Advisors
Washington
$1.14M -$139K -648 -13%
CT
1104
Coastline Trust
Rhode Island
$1.14M +$111K +518 +13%
NQWM
1105
Northwest Quadrant Wealth Management
Oregon
$1.14M +$10.7K +50 +1%
PA
1106
PFG Advisors
Arizona
$1.14M -$32.3K -151 -3%
SWM
1107
Soundmark Wealth Management
Washington
$1.13M
MWM
1108
Mosley Wealth Management
California
$1.13M +$926K +4,328 New
ISWM
1109
Independent Solutions Wealth Management
New York
$1.12M -$18K -84 -2%
PNC
1110
Park National Corp
Ohio
$1.12M -$139K -650 -13%
AA
1111
Argent Advisors
Louisiana
$1.12M -$5.56K -26 -0.6%
VLC
1112
Van Leeuwen & Company
New Jersey
$1.12M -$1.42M -6,623 -61%
EAM
1113
Evanson Asset Management
California
$1.12M
FPGT
1114
Financial Partners Group (Tennessee)
Tennessee
$1.11M +$16.7K +78 +2%
QCG
1115
Quadrant Capital Group
Ohio
$1.11M +$77.6K +363 +9%
SCP
1116
Sender Company & Partners
New York
$1.11M -$7.36M -34,427 -89%
HFA
1117
High Falls Advisors
New York
$1.11M
MHIC
1118
Marble Harbor Investment Counsel
Massachusetts
$1.11M
AAS
1119
Asset Allocation Strategies
Michigan
$1.11M -$642 -3 -0.1%
CGL
1120
Clarius Group LLC
Washington
$1.11M -$18.4K -86 -2%
FSC
1121
Full Sail Capital
Oklahoma
$1.11M
FAG
1122
Fortitude Advisory Group
Washington
$1.1M -$40.2K -188 -4%
DBIA
1123
Dumont & Blake Investment Advisors
New Jersey
$1.1M -$53.5K -250 -6%
SIAG
1124
Safeguard Investment Advisory Group
California
$1.1M +$18.4K +86 +2%
NFG
1125
Nations Financial Group
Iowa
$1.1M -$74.9K -350 -8%