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Name Holding Trade Value Shares
Change
Change in
Stake
CCB
776
Country Club Bank
Missouri
$944K +$69.6K +220 +8%
PFG
777
Peterson Financial Group
Iowa
$941K -$508K -1,606 -36%
PIP
778
Peachtree Investment Partners
Florida
$939K +$554K +1,751 +162%
IWM
779
IHT Wealth Management
Illinois
$938K +$6.64K +21 +0.7%
SAI
780
Systematic Alpha Investments
New Jersey
$935K
AWM
781
Adams Wealth Management
Utah
$934K -$22.8K -72 -2%
PCS
782
Personal CFO Solutions
New Jersey
$932K -$149K -470 -14%
IFG
783
Independent Financial Group
California
$932K -$61.4K -194 -6%
RDWM
784
Red Door Wealth Management
Tennessee
$931K +$20.9K +66 +2%
FWTB
785
First Western Trust Bank
Colorado
$931K
MYIA
786
Mount Yale Investment Advisors
Colorado
$928K +$18.7K +59 +2%
CG
787
Colony Group
Massachusetts
$928K -$57K -180 -6%
FCA
788
FinTrust Capital Advisors
South Carolina
$923K -$278K -878 -24%
PSP
789
Pacific Sage Partners
Washington
$923K +$882K +2,787 New
HW
790
Hancock Whitney
Mississippi
$919K -$93.7K -296 -10%
ECM
791
Evergreen Capital Management
Washington
$916K +$269K +849 +44%
TBA
792
Tower Bridge Advisors
Pennsylvania
$916K
VVP
793
Venture Visionary Partners
Ohio
$911K +$3.16K +10 +0.4%
GFS
794
GYL Financial Synergies
Connecticut
$907K -$31.6K -100 -4%
AAS
795
Ameritas Advisory Services
Nebraska
$905K +$281K +888 +48%
FM
796
Foster & Motley
Ohio
$900K -$7.28K -23 -0.8%
PCMI
797
Paradigm Capital Management Inc
New York
$895K
PIMJS
798
PKO Investment Management Joint-Stock
Poland
$895K -$253K -800 -23%
BFM
799
Boston Financial Management
Massachusetts
$894K +$1.27K +4 +0.1%
Dimensional Fund Advisors
800
Dimensional Fund Advisors
Texas
$890K +$164K +517 +0%