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Name Holding Trade Value Shares
Change
Change in
Stake
WA
776
Wealth Alliance
New York
$221K -$913 -27 -0.4%
VWA
777
Visionary Wealth Advisors
Illinois
$221K +$474 +14 +0.2%
APP
778
Avantax Planning Partners
Iowa
$221K -$9.47K -280 -4%
PP
779
PDS Planning
Ohio
$220K -$40K -1,183 -14%
WPC
780
Waters Parkerson & Co
Louisiana
$220K -$10.2K -300 -4%
SIAP
781
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$220K
GWM
782
GSB Wealth Management
Connecticut
$220K -$27.6K -816 -10%
MG
783
Marex Group
$219K +$236K +6,972 New
NPPM
784
North Point Portfolio Managers
Ohio
$218K
P
785
Pitcairn
Pennsylvania
$218K -$186K -5,510 -44%
MMPW
786
Mitchell McLeod Pugh & Williams
Alabama
$218K -$9.07K -268 -4%
TA
787
TruWealth Advisors
Louisiana
$218K
SFI
788
SPC Financial Inc
Maryland
$216K +$33.8K +998 +17%
FMTC
789
Farmers & Merchants Trust Company
California
$216K
CGPCS
790
Capital Group Private Client Services
California
$215K
SCM
791
Schnieders Capital Management
California
$213K +$230K +6,800 New
RPCONE
792
Retirement Planning Company of New England
Rhode Island
$209K +$18.4K +543 +9%
IA
793
IFG Advisors
Missouri
$209K
PJWM
794
Philip James Wealth Mangement
Georgia
$208K +$7.95K +235 +4%
AQR Capital Management
795
AQR Capital Management
Connecticut
$208K -$92.2K -2,724 -29%
TW
796
Traveka Wealth
California
$208K -$3.69K -109 -2%
GRQ
797
Gardner Russo & Quinn
Pennsylvania
$207K +$2.03K +60 +0.9%
OIA
798
Optimum Investment Advisors
Illinois
$207K -$27.1K -800 -11%
LWM
799
LongView Wealth Management
Georgia
$206K -$20.3K -600 -8%
CCM
800
Cohen Capital Management
California
$206K