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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1151
Sound View Wealth Advisors Group
Georgia
$257K -$9.18K -43 -3%
AC
1152
AlphaCore Capital
California
$257K +$143K +668 +115%
AA
1153
Alesco Advisors
New York
$255K – – –
MCM
1154
Monument Capital Management
Virginia
$254K -$14.3K -67 -5%
WDC
1155
Woodward Diversified Capital
California
$252K +$11.7K +55 +5%
VA
1156
VestGen Advisors
Illinois
$249K -$14.5K -68 -5%
SB
1157
SIG Brokerage
New York
$247K -$162K -757 -39%
FAIM
1158
Financial Advocates Investment Management
Washington
$246K -$371K -1,736 -59%
BCMIO
1159
Beacon Capital Management Inc (Ohio)
Ohio
$246K – – –
CST
1160
Charles Schwab Trust
Nevada
$246K – – –
MWM
1161
Mattern Wealth Management
Kansas
$246K – – –
VWM
1162
VanWeelden Wealth Management
Ohio
$246K +$256K +1,200 New
PHS
1163
Pekin Hardy Strauss
Illinois
$245K +$29K +136 +13%
GIA
1164
GHP Investment Advisors
Colorado
$245K +$427 +2 +0.2%
GM
1165
GeoWealth Management
Illinois
$244K +$41K +192 +19%
SWM
1166
Sendero Wealth Management
Texas
$244K – – –
BB
1167
Busey Bank
Illinois
$243K -$2.14K -10 -0.8%
BWM
1168
Base Wealth Management
Florida
$243K +$253K +1,186 New
AIFAIM
1169
American Institute for Advanced Investment Management
Arizona
$242K – – –
MYIA
1170
Mount Yale Investment Advisors
Colorado
$242K -$907K -4,245 -78%
TCM
1171
Teza Capital Management
Illinois
$240K -$405K -1,896 -62%
PAS
1172
PKS Advisory Services
New York
$239K -$854 -4 -0.3%
WBC
1173
Westpac Banking Corp
Australia
$236K – – –
AP
1174
Advisors Preferred
Maryland
$236K +$248K +1,160 New
AIC
1175
Archer Investment Corporation
Indiana
$236K – – –