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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1451
Geller Advisors
New York
$746K
APP
1452
Avantax Planning Partners
Iowa
$742K -$62.8K -1,311 -8%
MCWS
1453
McKinley Carter Wealth Services
West Virginia
$742K +$152K +3,175 +29%
IA
1454
IAM Advisory
Pennsylvania
$742K +$705K +14,707 New
WCM
1455
Whitener Capital Management
North Carolina
$741K -$1.2K -25 -0.2%
CFA
1456
Camarda Financial Advisors
Florida
$739K -$15.5K -324 -2%
HPWM
1457
Highland Private Wealth Management
Washington
$739K +$151K +3,149 +29%
SW
1458
SkyOak Wealth
Michigan
$735K
AA
1459
ALPS Advisors
Colorado
$734K -$74.5K -1,555 -10%
BFM
1460
Boston Financial Management
Massachusetts
$734K -$60.9K -1,272 -8%
CA
1461
Claro Advisors
Massachusetts
$734K -$39.4K -823 -6%
MG
1462
Mather Group
Illinois
$734K +$36.5K +762 +6%
Members Trust
1463
Members Trust
Florida
$733K -$7.57K -158 -1%
IF
1464
Ironwood Financial
Arizona
$731K +$618K +12,896 +1,219%
FFM
1465
Fullerton Fund Management
Singapore
$727K -$124K -2,582 -16%
TCMG
1466
TSP Capital Management Group
New Jersey
$726K +$664K +13,849 New
WWM
1467
Windsor Wealth Management
Indiana
$723K -$12K -250 -2%
MGWM
1468
Marks Group Wealth Management
Minnesota
$715K -$42.7K -892 -6%
CAS
1469
Coppell Advisory Solutions
Texas
$715K +$654K +13,647 New
CWM
1470
Cordatus Wealth Management
Pennsylvania
$713K +$12.1K +252 +2%
MFG
1471
Menard Financial Group
Texas
$710K -$84.4K -1,762 -12%
PFBT
1472
Parkside Financial Bank & Trust
Missouri
$708K -$17.4K -363 -3%
NJBEST
1473
New Jersey Better Educational Savings Trust
New Jersey
$707K
NCM
1474
Next Capital Management
New York
$704K +$91.5K +1,910 +17%
CCM
1475
Cullen Capital Management
New York
$702K