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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2101
Provence Wealth Management Group
California
$648K -$43.3K -881 -7%
FWM
2102
Focused Wealth Management
New York
$648K -$9.1K -185 -1%
SAM
2103
SignalPoint Asset Management
Missouri
$648K -$8.46K -172 -1%
1IA
2104
1620 Investment Advisors
Massachusetts
$647K -$9.59K -195 -2%
MSR
2105
Main Street Research
Connecticut
$646K -$638K -12,977 -51%
GC
2106
Guidance Capital
Kentucky
$645K +$590K +11,986 New
BWAM
2107
Boyd Watterson Asset Management
Ohio
$645K -$69.9K -1,422 -10%
AWM
2108
Accel Wealth Management
Iowa
$645K +$37.3K +759 +6%
EB
2109
Exchange Bank
California
$644K +$612K +12,446 New
CHAM
2110
Clear Harbor Asset Management
Connecticut
$640K +$57.3K +1,164 +10%
EWA
2111
EverSource Wealth Advisors
Alabama
$639K -$67.6K -1,375 -10%
KFS
2112
Kurt F. Somerville
$638K – – –
CA
2113
Calton & Associates
Florida
$638K +$122K +2,480 +25%
CWS
2114
Cypress Wealth Services
California
$637K +$1.77K +36 +0.3%
FNC
2115
First National Corp
Massachusetts
$635K +$12.7K +258 +2%
MMM
2116
Mendel Money Management
Illinois
$634K +$17.4K +353 +3%
WAS
2117
Wealth Advisory Solutions
Indiana
$634K -$81K -1,646 -12%
BWA
2118
Blodgett Wealth Advisors
California
$633K -$98.3K -1,999 -14%
PIA
2119
Pinion Investment Advisors
Kansas
$633K -$20.6K -418 -3%
ERSOT
2120
Employees Retirement System of Texas
Texas
$632K +$601K +12,223 New
RWA
2121
Redhawk Wealth Advisors
Minnesota
$632K -$828K -16,839 -58%
CBA
2122
Coastal Bridge Advisors
Connecticut
$631K -$394 -8 -0.1%
BBA
2123
Baader Bank Aktiengesellschaft
Germany
$630K -$97.2K -1,977 -14%
TFA
2124
Teamwork Financial Advisors
Texas
$629K -$793K -16,127 -57%
BAM
2125
BOS Asset Management
Illinois
$628K +$17.9K +363 +3%