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Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
1176
Patrick M. Sweeney & Associates
Illinois
$942K +$61.5K +299 +7%
GWM
1177
GK Wealth Management
Nevada
$941K -$9.05K -44 -1%
FHA
1178
Flagship Harbor Advisors
Massachusetts
$936K +$26.3K +128 +3%
SB
1179
Strategic Blueprint
Georgia
$932K -$213K -1,037 -19%
WFS
1180
Widmann Financial Services
Maryland
$931K -$55.5K -270 -6%
PIA
1181
Perennial Investment Advisors
California
$930K +$17.3K +84 +2%
SIAG
1182
Safeguard Investment Advisory Group
California
$930K +$15K +73 +2%
Exencial Wealth Advisors
1183
Exencial Wealth Advisors
Oklahoma
$919K +$21.6K +105 +3%
Panagora Asset Management
1184
Panagora Asset Management
Massachusetts
$919K +$165K +801 +23%
NB
1185
Nicolet Bankshares
Wisconsin
$916K +$29.2K +142 +3%
DeepCurrents Investment Group
1186
DeepCurrents Investment Group
New York
$915K +$120K +583 +16%
OWCM
1187
One Wealth Capital Management
Arizona
$915K +$200K +974 +30%
ASC
1188
Ares Systematic Credit
$914K +$2.7M +13,142 New
AC
1189
Avestar Capital
New York
$911K +$1.85K +9 +0.2%
KWM
1190
Kingsman Wealth Management
Florida
$910K +$568K +2,762 +194%
HR
1191
Hardy Reed
Mississippi
$909K -$206 -1 -0%
Avantax Planning Partners
1192
Avantax Planning Partners
Iowa
$906K -$19.7K -96 -2%
MAWA
1193
Moss Adams Wealth Advisors
Washington
$906K -$27.6K -134 -3%
EP
1194
Elkhorn Partners
Nebraska
$903K +$47.3K +230 +6%
CAC
1195
Certified Advisory Corp
Florida
$903K – – –
BWAM
1196
Boyd Watterson Asset Management
Ohio
$901K -$617 -3 -0.1%
IIC
1197
Integrated Investment Consultants
Michigan
$900K -$206K -1,000 -19%
CAM
1198
Chesapeake Asset Management
New York
$896K -$759K -3,691 -47%
NWAG
1199
Net Worth Advisory Group
Utah
$893K +$846K +4,114 New
WWA
1200
Wisconsin Wealth Advisors
Wisconsin
$892K -$8.64K -42 -1%