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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
976
Pinnacle Wealth Planning Services
Ohio
$323K +$3.51K +15 +1%
WI
977
Wintrust Investments
Illinois
$323K +$4.68K +20 +2%
MWM
978
Modera Wealth Management
New Jersey
$322K -$534K -2,283 -63%
SC
979
Sierra Capital
Florida
$316K – – –
TFF
980
The Family Firm
Maryland
$315K +$1.17K +5 +0.4%
CAL
981
Capital Analysts LLC
Pennsylvania
$314K -$43.5K -186 -12%
NC
982
NinePointTwo Capital
California
$314K – – –
ST
983
Spinnaker Trust
Maine
$312K -$4.68K -20 -2%
EFSCE
984
Enterprise Financial Services Corp (EFSC)
Missouri
$309K -$1.64K -7 -0.5%
CIA
985
Citadel Investment Advisory
Ohio
$308K -$2.11K -9 -0.7%
CWP
986
Concord Wealth Partners
Virginia
$307K +$3.28K +14 +1%
SFA
987
Sequoia Financial Advisors
Ohio
$307K +$80.3K +343 +36%
BSA
988
Bull Street Advisors
Georgia
$306K – – –
RWA
989
Redhawk Wealth Advisors
Minnesota
$306K +$1.41K +6 +0.5%
DCM
990
Dupont Capital Management
Delaware
$305K -$292K -1,247 -49%
WANY
991
Wealthspire Advisors (New York)
New York
$305K -$184K -785 -38%
HPWM
992
Highland Private Wealth Management
Washington
$305K +$19.2K +82 +7%
JWCA
993
J.W. Coons Advisors
Ohio
$302K – – –
LDB
994
Lee, Danner & Bass
Tennessee
$302K – – –
PWMG
995
Prestige Wealth Management Group
New Jersey
$301K +$172K +735 +142%
LC
996
Lindbrook Capital
California
$300K -$16.6K -71 -5%
GCIA
997
Gabelli & Co Investment Advisers
New York
$300K – – –
MC
998
Machina Capital
France
$296K +$289K +1,236 New
AAS
999
Avantax Advisory Services
Texas
$295K +$6.32K +27 +2%
CCG
1000
Chatham Capital Group
Georgia
$294K – – –