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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1201
Prosperity Consulting Group
Maryland
$271K +$19.5K +63 +8%
MFIM
1202
Mesirow Financial Investment Management
Illinois
$271K +$41.8K +135 +20%
FBFS
1203
First Business Financial Services
Wisconsin
$270K
HT
1204
Heritage Trust
Oklahoma
$269K -$1M -3,238 -80%
ZIG
1205
Zullo Investment Group
Pennsylvania
$269K +$14.2K +46 +6%
VA
1206
Valmark Advisers
Ohio
$269K +$310 +1 +0.1%
APP
1207
Avantax Planning Partners
Iowa
$269K -$929 -3 -0.4%
LMKC
1208
L.M. Kohn & Company
Ohio
$269K -$929 -3 -0.4%
BIM
1209
Bridges Investment Management
Nebraska
$268K +$2.79K +9 +1%
MWP
1210
Madison Wealth Partners
Wisconsin
$268K
HIA
1211
Harbor Investment Advisory
Maryland
$268K
WWM
1212
Whalen Wealth Management
Nevada
$266K +$251K +811 New
FFP
1213
FourThought Financial Partners
Florida
$264K +$310 +1 +0.1%
EW
1214
Evoke Wealth
California
$264K +$250K +806 New
ET
1215
Equitable Trust
Tennessee
$263K +$2.48K +8 +1%
AIM
1216
Anchor Investment Management
South Carolina
$262K +$310 +1 +0.1%
OIA
1217
Optimum Investment Advisors
Illinois
$262K -$31K -100 -11%
CI
1218
Cherokee Insurance
Michigan
$262K
ClearBridge Investments
1219
ClearBridge Investments
New York
$262K
AG
1220
AIA Group
Hong Kong
$262K
TBT
1221
Texas Bank & Trust
Texas
$261K
CFFP
1222
Center for Financial Planning
Michigan
$261K +$71.8K +232 +41%
RCM
1223
Raleigh Capital Management
North Carolina
$260K -$12.7K -41 -5%
AC
1224
Avestar Capital
New York
$259K +$18.6K +60 +8%
MPM
1225
MBB Public Markets
Illinois
$258K -$56.7K -183 -19%