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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1001
Pinnacle Wealth Planning Services
Ohio
$576K +$329 +1 +0.1%
GJWM
1002
Gilliland Jeter Wealth Management
Arkansas
$572K +$658 +2 +0.1%
MGAM
1003
McGowan Group Asset Management
Texas
$571K -$10.2K -31 -2%
STA
1004
Summit Trail Advisors
New York
$569K +$67.2K +204 +15%
DIP
1005
Davis Investment Partners
North Carolina
$568K – – –
ACI
1006
Alpha Cubed Investments
California
$567K +$63.2K +192 +14%
BFPW
1007
BOK Financial Private Wealth
Colorado
$567K -$78.7K -239 -13%
DI
1008
Diligent Investors
California
$565K -$9.88K -30 -2%
SIC
1009
Samalin Investment Counsel
New York
$563K -$18.8K -57 -4%
PWA
1010
Provenance Wealth Advisors
Florida
$563K – – –
SMA
1011
Sage Mountain Advisors
Georgia
$560K +$56.6K +172 +13%
AAS
1012
Ameritas Advisory Services
Nebraska
$556K -$29.6K -90 -5%
PAS
1013
Professional Advisory Services
Florida
$554K – – –
HCA
1014
Horan Capital Advisors
Ohio
$554K – – –
MC
1015
Middleton & Co
Massachusetts
$554K – – –
SVWAG
1016
Sound View Wealth Advisors Group
Georgia
$551K -$14.2K -43 -3%
CC
1017
Chicago Capital
Illinois
$548K – – –
ET
1018
Equitable Trust
Tennessee
$547K -$4.94K -15 -1%
OFS
1019
OneAscent Financial Services
Alabama
$546K +$114K +347 +30%
WBG
1020
Wharton Business Group
Pennsylvania
$545K – – –
CFGS
1021
Concourse Financial Group Securities
Alabama
$543K +$25.3K +77 +5%
LBC
1022
Lowe Brockenbrough & Co
Virginia
$543K +$99.4K +302 +25%
TSWM
1023
Triangle Securities Wealth Management
North Carolina
$543K +$16.5K +50 +3%
FAFN
1024
First Affirmative Financial Network
Colorado
$541K -$75.4K -229 -13%
DWM
1025
Drive Wealth Management
Utah
$540K -$11.9K -36 -2%