Name Holding Trade Value Shares
Change
Change in
Stake
PP
926
PDS Planning
Ohio
$333K +$19.1K +76 +7%
MPM
927
MBB Public Markets
Illinois
$333K +$301K +1,198 New
CA
928
Claro Advisors
Massachusetts
$333K +$3.01K +12 +1%
CA
929
Commerzbank Aktiengesellschaft
Germany
$332K – – –
NI
930
NDVR Inc
Massachusetts
$331K -$33.9K -135 -10%
MIM
931
MTM Investment Management
South Carolina
$331K – – –
CI
932
Conning Inc
Connecticut
$331K – – –
ECM
933
Evergreen Capital Management
Washington
$330K -$22.1K -88 -7%
MP
934
Moment Partners
California
$330K -$9.29K -37 -3%
CAG
935
Crestwood Advisors Group
Massachusetts
$322K -$24.9K -99 -8%
PK
936
Pflug Koory
Nebraska
$321K -$1.26K -5 -0.4%
RC
937
Roundview Capital
New Jersey
$321K – – –
SCM
938
Schnieders Capital Management
California
$321K -$13.1K -52 -4%
RC
939
Rovin Capital
Arizona
$318K – – –
SFS
940
Security Financial Services
Indiana
$318K -$27.1K -108 -9%
TYCC
941
Texas Yale Capital Corp
Florida
$318K – – –
AWM
942
Aprio Wealth Management
Georgia
$318K +$26.6K +106 +10%
FCI
943
Financial Counselors Inc
Kansas
$317K -$2.01K -8 -0.7%
UAML
944
US Asset Management LLC
Pennsylvania
$317K -$247K -985 -46%
MAM
945
Milestone Asset Management
Pennsylvania
$317K -$1.09M -4,322 -79%
CCM
946
Crew Capital Management
Ohio
$313K – – –
PSB
947
Piscataqua Savings Bank
New Hampshire
$313K – – –
RPGK
948
Retirement Planning Group (Kansas)
Kansas
$310K – – –
MCCP
949
Mission Creek Capital Partners
California
$309K -$19.1K -76 -6%
ETC
950
Exchange Traded Concepts
Oklahoma
$307K +$12.1K +48 +5%