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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1376
9258 Wealth Management
Ohio
$232K +$290 +1 +0.1%
MCA
1377
MSH Capital Advisors
Arizona
$232K -$4.36K -15 -2%
GI
1378
GAMCO Investors
Connecticut
$231K +$245K +843 New
LWM
1379
Lyell Wealth Management
California
$230K
CF
1380
Centaurus Financial
California
$230K -$4.94K -17 -2%
VV
1381
Verity & Verity
South Carolina
$230K
RIM
1382
Reliant Investment Management
Tennessee
$230K
FPCP
1383
Fort Point Capital Partners
California
$230K +$3.19K +11 +1%
RTC
1384
Riverview Trust Company
Washington
$230K +$29K +100 +14%
FRA
1385
Front Row Advisors
California
$228K -$1.45K -5 -0.6%
SAM
1386
Secure Asset Management
Michigan
$228K +$15.7K +54 +7%
FAM
1387
Formidable Asset Management
Ohio
$228K -$20.3K -70 -8%
EAM
1388
Evanson Asset Management
California
$227K
TSWM
1389
Triangle Securities Wealth Management
North Carolina
$226K
PWPS
1390
Pinnacle Wealth Planning Services
Ohio
$226K -$2.9K -10 -1%
SBIA
1391
Sheaff Brock Investment Advisors
Indiana
$226K
EFSCE
1392
Enterprise Financial Services Corp (EFSC)
Missouri
$225K +$2.03K +7 +0.9%
BFM
1393
Boston Financial Management
Massachusetts
$223K -$290 -1 -0.1%
BP
1394
BBR Partners
New York
$223K
MAM
1395
Marquette Asset Management
Minnesota
$222K +$235K +810 New
CA
1396
CoreCap Advisors
Michigan
$221K -$38.9K -134 -14%
WAL
1397
W Advisors LLC
Tennessee
$221K +$581 +2 +0.2%
PWM
1398
Palumbo Wealth Management
New York
$221K +$1.45K +5 +0.6%
RPCONE
1399
Retirement Planning Company of New England
Rhode Island
$221K
MWM
1400
Meridian Wealth Management
Kentucky
$220K +$16K +55 +7%