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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1151
Proficio Capital Partners
Massachusetts
$393K +$371K +1,410 New
RA
1152
Range Advisory
Virginia
$391K +$51.1K +194 +16%
OMIC
1153
Old Mission Investment Co
Michigan
$391K – – –
OPA
1154
Old Port Advisors
Maine
$391K +$24.2K +92 +7%
SI
1155
Sava Infond
Slovenia
$390K +$105K +400 +40%
PFSC
1156
Peoples Financial Services Corp
Pennsylvania
$390K -$1.05K -4 -0.3%
BDFN
1157
Bond & Devick Financial Network
Minnesota
$389K +$17.1K +65 +5%
TL
1158
Tradewinds LLC
North Carolina
$386K +$2.63M +10,000 New
HSA
1159
HBK Sorce Advisory
Pennsylvania
$386K -$14.5K -55 -4%
LFA
1160
Legacy Financial Advisors
Kentucky
$385K -$40.3K -153 -10%
IAIM
1161
International Assets Investment Management
Florida
$384K +$16.6K +63 +5%
SFS
1162
Sowell Financial Services
Arkansas
$383K -$1.05K -4 -0.3%
CSPIA
1163
Cary Street Partners Investment Advisory
Virginia
$380K +$27.9K +106 +8%
TVPW
1164
Third View Private Wealth
Connecticut
$379K -$75.6K -287 -17%
RIG
1165
Renaissance Investment Group
Massachusetts
$379K +$29.2K +111 +9%
SWM
1166
SeaCrest Wealth Management
New York
$377K -$190K -722 -35%
WEG
1167
World Equity Group
Illinois
$375K +$2.11K +8 +0.6%
CWA
1168
Crux Wealth Advisors
California
$374K -$10.8K -41 -3%
PFA
1169
Pure Financial Advisors
California
$374K +$33.7K +128 +11%
PGFG
1170
Pine Grove Financial Group
Minnesota
$373K -$51.1K -194 -13%
FDCP
1171
Foster Dykema Cabot & Partners
Massachusetts
$372K – – –
RCA
1172
Resonant Capital Advisors
Wisconsin
$372K -$86.9K -330 -20%
CPCM
1173
Cardinal Point Capital Management
Ontario, Canada
$372K -$2.37K -9 -0.7%
EWM
1174
Echo Wealth Management
Minnesota
$371K – – –
EWA
1175
EverSource Wealth Advisors
Alabama
$371K -$179K -678 -34%