Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
1101
Vanguard Capital Wealth Advisors
Colorado
$227K +$237K +3,594 New
SFG
1102
SNS Financial Group
Minnesota
$226K -$1.45K -22 -0.6%
AMG
1103
Advisors Management Group
Wisconsin
$225K -$25.9K -393 -10%
NCM
1104
Northwest Capital Management
Oregon
$224K – – –
WHG
1105
Westwood Holdings Group
Texas
$224K – – –
PFA
1106
Pure Financial Advisors
California
$224K +$198 +3 +0.1%
PCM
1107
Pennsylvania Capital Management
Pennsylvania
$223K – – –
TC
1108
Trust Company
Kansas
$223K +$136K +2,065 +142%
CW
1109
CreativeOne Wealth
Kansas
$222K -$16.6K -252 -7%
GC
1110
Grimes & Company
Massachusetts
$222K +$11.8K +179 +5%
RPWA
1111
Regent Peak Wealth Advisors
Georgia
$222K +$16.5K +250 +8%
BST
1112
Bath Savings Trust
Maine
$221K -$10K -152 -4%
CSPIA
1113
Cary Street Partners Investment Advisory
Virginia
$221K +$29.6K +449 +15%
RIA
1114
Realta Investment Advisors
Delaware
$221K +$230K +3,489 New
WPP
1115
Whalerock Point Partners
Rhode Island
$220K – – –
FMWA
1116
Forvis Mazars Wealth Advisors
Missouri
$219K -$155K -2,341 -40%
NSIM
1117
North Star Investment Management
Illinois
$218K +$66 +1 +0%
EWM
1118
Evermay Wealth Management
Virginia
$218K +$16.5K +250 +8%
RTC
1119
Riverview Trust Company
Washington
$217K – – –
DY
1120
Dowling & Yahnke
California
$215K -$37K -560 -14%
WPW
1121
Warther Private Wealth
Ohio
$215K +$224K +3,392 New
SIMM
1122
Stillwater Investment Management (Minnesota)
Minnesota
$214K +$2.31K +35 +1%
FF
1123
FourThought Financial
Florida
$213K -$66 -1 -0%
DMBA
1124
Deseret Mutual Benefit Administrators
Utah
$213K +$222K +3,362 New
CAGAS
1125
Capital Advisory Group Advisory Services
Minnesota
$212K -$2.38K -36 -1%