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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2201
Pinion Investment Advisors
Kansas
$918K -$280K -919 -24%
MAG
2202
MRA Advisory Group
New Jersey
$913K -$210K -689 -19%
PHS
2203
Pekin Hardy Strauss
Illinois
$911K -$46K -151 -5%
PWM
2204
Paulson Wealth Management
Illinois
$911K +$1.83K +6 +0.2%
PG
2205
Patten Group
Tennessee
$911K -$61.5K -202 -7%
MAM
2206
McLean Asset Management
Virginia
$911K +$10.4K +34 +1%
VC
2207
Veracity Capital
Georgia
$910K +$121K +398 +16%
EA
2208
Emerald Advisors
Washington
$909K -$39.6K -130 -4%
MFT
2209
Moisand Fitzgerald Tamayo
Florida
$907K -$914 -3 -0.1%
WE
2210
Wealth Effects
Massachusetts
$906K +$77.1K +253 +10%
CFO
2211
CVA Family Office
Colorado
$903K -$38.4K -126 -4%
OFG
2212
OmniStar Financial Group
North Carolina
$903K +$38.7K +127 +5%
CWM
2213
Collaborative Wealth Management
Florida
$903K +$404K +1,325 +86%
PRWA
2214
Platte River Wealth Advisors
Colorado
$901K – – –
GAG
2215
GM Advisory Group
New York
$901K +$78.3K +257 +10%
BOM
2216
Bank of Marin
California
$899K -$47.2K -155 -5%
MCM
2217
Mendel Capital Management
Arkansas
$897K +$37.2K +122 +4%
IBOK
2218
Independence Bank of Kentucky
Kentucky
$892K +$51.8K +170 +6%
T
2219
TNF
Montana
$891K – – –
FNA
2220
First National Advisers
Nebraska
$891K -$58.8K -193 -6%
RF
2221
Resolute Financial
Massachusetts
$890K -$105K -344 -11%
SIA
2222
Strategic Investment Advisors
Michigan
$890K -$61.5K -202 -7%
VC
2223
Vicus Capital
Pennsylvania
$890K -$45.7K -150 -5%
SPWM
2224
Spartan Planning & Wealth Management
North Carolina
$889K +$857K +2,814 New
TCWM
2225
Total Clarity Wealth Management
Illinois
$885K -$44.2K -145 -5%
87 88
89
90 91