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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
851
Pinnacle Wealth Management Advisory Group
New Jersey
$236K +$528 +6 +0.2%
SFC
852
SYM Financial Corp
Indiana
$236K +$2.81K +32 +1%
JPWM
853
Jamison Private Wealth Management
Georgia
$235K +$222K +2,523 New
FFA
854
Founders Financial Alliance
North Carolina
$235K +$222K +2,521 New
HI
855
Harbour Investments
Wisconsin
$234K +$10.8K +123 +5%
IAG
856
Innovative Advisory Group
Massachusetts
$234K – – –
SAM
857
Smartleaf Asset Management
Massachusetts
$233K +$63.8K +725 +41%
MSFS
858
Main Street Financial Solutions
Pennsylvania
$232K +$219K +2,491 New
FFG
859
Fiduciary Financial Group
California
$231K +$880 +10 +0.4%
LFG
860
Larson Financial Group
Missouri
$229K +$148K +1,682 +217%
TA
861
TruWealth Advisors
Louisiana
$229K – – –
MYAM
862
Meiji Yasuda Asset Management
Japan
$228K – – –
CWM
863
Challenger Wealth Management
California
$228K +$215K +2,446 New
RFN
864
RDA Financial Network
Iowa
$228K -$6.68K -76 -3%
LAM
865
L2 Asset Management
Massachusetts
$227K +$215K +2,441 New
PWMG
866
Prestige Wealth Management Group
New Jersey
$227K +$2.2K +25 +1%
BWM
867
Baron Wealth Management
Michigan
$227K – – –
GJWM
868
Gilliland Jeter Wealth Management
Arkansas
$226K – – –
SCM
869
Shelton Capital Management
Colorado
$225K – – –
TF
870
Tompkins Financial
New York
$224K – – –
SF
871
Summit Financial
New Jersey
$223K -$4.31K -49 -2%
PHS
872
Pekin Hardy Strauss
Illinois
$222K +$209K +2,380 New
AA
873
Advisory Alpha
Michigan
$221K +$208K +2,365 New
WT
874
Whittier Trust
California
$219K -$12.3K -140 -6%
OPW
875
Oxler Private Wealth
New York
$216K +$204K +2,319 New