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Name Holding Trade Value Shares
Change
Change in
Stake
MBWA
876
Marin Bay Wealth Advisors
California
$234K +$240K +2,533 New
PWMAG
877
Pinnacle Wealth Management Advisory Group
New Jersey
$234K +$285 +3 +0.1%
LG
878
LaFleur & Godfrey
Michigan
$233K -$10.9K -115 -4%
DADC
879
D.A. Davidson & Co
Montana
$233K -$32.4K -342 -12%
SF
880
Summit Financial
New Jersey
$232K +$10.6K +112 +5%
IAG
881
Innovative Advisory Group
Massachusetts
$232K – – –
RFN
882
RDA Financial Network
Iowa
$232K +$5.79K +61 +2%
SCTC
883
Sanibel Captiva Trust Company
Florida
$231K +$18.4K +194 +8%
PWMG
884
Prestige Wealth Management Group
New Jersey
$231K +$6.45K +68 +3%
SFC
885
SYM Financial Corp
Indiana
$229K -$4.65K -49 -2%
DWT
886
Dorsey & Whitney Trust
South Dakota
$229K +$235K +2,478 New
FFA
887
Founders Financial Alliance
North Carolina
$229K -$4.46K -47 -2%
TA
888
TruWealth Advisors
Louisiana
$227K – – –
AA
889
Advisory Alpha
Michigan
$226K +$7.78K +82 +3%
SM
890
Sciencast Management
New Jersey
$226K +$232K +2,446 New
MC
891
Moors & Cabot
Massachusetts
$226K -$53K -559 -19%
CI
892
Conning Inc
Connecticut
$225K -$31.1K -328 -12%
CWM
893
Challenger Wealth Management
California
$225K -$1.42K -15 -0.6%
SCM
894
Shelton Capital Management
Colorado
$223K – – –
TF
895
Tompkins Financial
New York
$222K – – –
MGIA
896
Moneta Group Investment Advisors
Missouri
$222K +$16.1K +170 +8%
MWP
897
Meriwether Wealth & Planning
Louisiana
$221K -$112K -1,181 -33%
ACA
898
Affinity Capital Advisors
California
$220K +$226K +2,381 New
PHS
899
Pekin Hardy Strauss
Illinois
$220K – – –
WA
900
Wealth Architects
California
$219K -$33.1K -349 -13%