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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
801
Great Valley Advisor Group
Delaware
$515K +$14.2K +57 +3%
RWA
802
River Wealth Advisors
Pennsylvania
$513K -$35K -140 -7%
PH
803
Pinnacle Holdings
Oklahoma
$511K +$13.2K +53 +3%
PIM
804
Penobscot Investment Management
Massachusetts
$508K -$54.2K -217 -10%
SIM
805
Sonora Investment Management
Arizona
$507K +$86.7K +347 +22%
NQWM
806
Northwest Quadrant Wealth Management
Oregon
$502K -$27K -108 -5%
CA
807
Calton & Associates
Florida
$501K +$3.75K +15 +0.8%
ZCA
808
Zeke Capital Advisors
Pennsylvania
$500K -$250K -1,000 -34%
KPW
809
Kore Private Wealth
New York
$500K -$24.7K -99 -5%
CAN
810
Claraphi Advisory Network
United States
$498K +$20.7K +83 +5%
ACA
811
Atlas Capital Advisors
Wyoming
$497K
MCC
812
Money Concepts Capital
Florida
$497K +$479K +1,919 New
PFS
813
Prospera Financial Services
Texas
$494K -$34.7K -139 -7%
EWM
814
EPG Wealth Management
Georgia
$493K +$475K +1,902 New
FCFC
815
First Citizens Financial Corp
Iowa
$492K
WDA
816
Wendell David Associates
New Hampshire
$492K
TSW
817
Thompson Siegel & Walmsley
Virginia
$486K +$1.75K +7 +0.4%
Fayez Sarofim & Co
818
Fayez Sarofim & Co
Texas
$485K +$467K +1,870 New
1SB
819
1ST Source Bank
Indiana
$479K -$43.7K -175 -9%
OIM
820
Oder Investment Management
California
$477K -$137K -547 -23%
MFA
821
Mayflower Financial Advisors
Massachusetts
$476K +$180K +719 +64%
CWM
822
Circle Wealth Management
New Jersey
$475K -$225K -899 -33%
CG
823
Caprock Group
Idaho
$472K -$22.5K -90 -5%
VFA
824
Voya Financial Advisors
Connecticut
$470K -$19.2K -77 -4%
BFG
825
Beacon Financial Group
Texas
$468K