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Name Holding Trade Value Shares
Change
Change in
Stake
DA
751
Denali Advisors
California
$75K -$1.41M -43,883 -95%
POIA
752
Pin Oak Investment Advisors
Texas
$75K
MHR
753
Matthew Hamilton Rosenberg
$72K
PWMG
754
Prestige Wealth Management Group
New Jersey
$71K
MA
755
Montag & Associates
Georgia
$70K
BU
756
BBVA USA
Alabama
$70K +$71.3K +2,215 New
CWP
757
Concord Wealth Partners
Virginia
$63K -$17.7K -551 -22%
BAM
758
Barrett Asset Management
New York
$62K
EBA
759
Eagle Bay Advisors
New York
$61K +$60.2K +1,869 New
AL
760
ADE LLC
Maryland
$59K +$6.28K +195 +12%
TFO
761
Tarbox Family Office
California
$59K +$26.1K +812 +77%
WWM
762
Wolff Wiese Magana
California
$58K
FCB
763
First Command Bank
Texas
$57K
FCFS
764
First Command Financial Services
Texas
$57K
PP
765
PrairieView Partners
Minnesota
$55K
TIM
766
Tortoise Investment Management
New York
$54K
BFEC
767
Benjamin F. Edwards & Company
Missouri
$53K -$208K -6,464 -79%
LF
768
Lee Financial
Texas
$53K
BMD
769
Better Money Decisions
New Mexico
$53K +$64 +2 +0.1%
BCFD
770
Boit C.F. David
$53K +$54.1K +1,682 New
CAL
771
Capital Analysts LLC
Pennsylvania
$52K -$1.13K -35 -2%
PFA
772
Professional Financial Advisors
Nebraska
$51K +$451 +14 +0.9%
SSC
773
Syverson Strege & Co
Iowa
$49K -$64 -2 -0.1%
RMC
774
Resources Management Corp
Connecticut
$49K
BFC
775
Bedel Financial Consulting
Indiana
$47K