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Name Holding Trade Value Shares
Change
Change in
Stake
SA
2651
SRH Advisors
Kansas
$188K -$28.7K -600 -12%
OA
2652
Operose Advisors
Wisconsin
$185K -$71.8K -1,500 -26%
RCG
2653
Rock Creek Group
District of Columbia
$181K -$165K -3,448 -45%
C
2654
Covestor
United Kingdom
$180K -$91.2K -1,906 -31%
PP
2655
PrairieView Partners
Minnesota
$179K +$9.38K +196 +5%
MSFP
2656
Mark Sheptoff Financial Planning
Connecticut
$175K
HS
2657
Horan Securities
United States
$175K +$24.4K +510 +14%
ARMC
2658
American Research & Management Company
Massachusetts
$174K
BCMLT
2659
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K
GWMI
2660
Guardian Wealth Management (Illinois)
Illinois
$168K +$335 +7 +0.2%
SC
2661
Sierra Capital
Florida
$165K -$5.6K -117 -3%
NICM
2662
Neo Ivy Capital Management
New York
$164K +$185K +3,867 New
AWM
2663
Avior Wealth Management
Nebraska
$162K -$230K -4,806 -56%
MCM
2664
MV Capital Management
Maryland
$157K -$5.31K -111 -3%
NFSG
2665
Newbridge Financial Services Group
Florida
$156K -$4.5K -94 -3%
DWP
2666
Destiny Wealth Partners
Florida
$155K +$32.3K +675 +23%
SOW
2667
State of Wyoming
Wyoming
$154K -$201K -4,193 -54%
TFGT
2668
TS Financial Group (TSFG)
Illinois
$154K +$16.2K +338 +10%
CA
2669
Centerpoint Advisors
Massachusetts
$153K
HFS
2670
HBC Financial Services
Washington
$152K -$31.1K -650 -16%
TCWA
2671
Ten Capital Wealth Advisors
Washington
$152K -$6.7K -140 -4%
SFFS
2672
Stonehage Fleming Financial Services
Jersey
$150K
AWM
2673
Atticus Wealth Management
Florida
$149K -$622 -13 -0.4%
MIP
2674
Mondrian Investment Partners
United Kingdom
$149K
TCM
2675
Tradewinds Capital Management
Washington
$143K -$937K -19,566 -85%