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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
351
Pinnacle Wealth Planning Services
Ohio
$208K +$217K +1,006 New
FGAM
352
Financial Gravity Asset Management
Texas
$207K +$13.6K +63 New
PWMAG
353
Pinnacle Wealth Management Advisory Group
New Jersey
$207K +$216K +1,000 New
QC
354
QCM Cayman
Texas
$202K +$210K +975 New
Asset Management One
355
Asset Management One
Japan
$192K -$43.2K -200 -18%
PA
356
Parallel Advisors
California
$192K
SPIA
357
Steward Partners Investment Advisory
New York
$188K +$7.55K +35 +4%
CG
358
Cutler Group
California
$186K +$194K +900 New
CFB
359
Cullen/Frost Bankers
Texas
$168K
CP
360
Castleview Partners
Texas
$165K +$172K +798 New
SWM
361
Spire Wealth Management
Virginia
$148K -$8.42K -39 -5%
DFCM
362
Dark Forest Capital Management
Puerto Rico
$140K +$146K +677 New
KFP
363
KB Financial Partners
New Jersey
$137K +$432 +2 +0.3%
HI
364
Harbour Investments
Wisconsin
$136K -$1.08K -5 -0.8%
CFGS
365
Concourse Financial Group Securities
Alabama
$125K +$43.2K +200 +49%
BG
366
Bollard Group
Massachusetts
$121K
GWM
367
Geneos Wealth Management
Colorado
$117K -$242K -1,123 -67%
SC
368
Steph & Co
Wisconsin
$113K
CAL
369
Capital Advisors Ltd
Ohio
$97K
EIP
370
Ellis Investment Partners
Pennsylvania
$90K
Schroder Investment Management Group
371
Schroder Investment Management Group
United Kingdom
$90K +$93.4K +433 New
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$81K +$84.6K +392 New
CFA
373
Carroll Financial Associates
North Carolina
$76K
FMP
374
Financial Management Professionals
Texas
$74K +$647 +3 +0.8%
FFA
375
Freedman Financial Associates
Massachusetts
$71K