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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1626
Waverly Advisors
Alabama
$236K -$101K -183 -33%
RB
1627
Renasant Bank
Mississippi
$235K -$9.38K -17 -4%
MIP
1628
Marietta Investment Partners
Wisconsin
$235K +$207K +376 New
FNWA
1629
Financial Network Wealth Advisors
Utah
$234K +$207K +375 New
SFA
1630
Source Financial Advisors
New York
$233K +$206K +373 New
PMFA
1631
Plante Moran Financial Advisors
Michigan
$233K +$9.93K +18 +5%
BWA
1632
Beam Wealth Advisors
Louisiana
$232K +$205K +371 New
JSW
1633
Journey Strategic Wealth
New Jersey
$231K +$204K +370 New
OBWG
1634
Onyx Bridge Wealth Group
New York
$229K +$202K +366 New
VF
1635
Virtu Financial
New York
$227K +$201K +364 New
AL
1636
Aspiriant LLC
California
$226K +$200K +362 New
MSA
1637
Marino Stram & Associates
Massachusetts
$226K +$200K +362 New
PB
1638
Pinnacle Bancorp
Nebraska
$226K -$3.86K -7 -2%
LDB
1639
Lee, Danner & Bass
Tennessee
$226K +$199K +361 New
HIG
1640
Heritage Investment Group
Florida
$226K +$200K +362 New
ABC
1641
Associated Banc-Corp
Wisconsin
$226K +$199K +361 New
GFS
1642
GYL Financial Synergies
Connecticut
$225K -$26.5K -48 -12%
VCG
1643
Vantage Consulting Group
Virginia
$225K -$22.6K -41 -10%
CWM
1644
Cornerstone Wealth Management
Missouri
$224K -$369K -669 -65%
SP
1645
Successful Portfolios
Florida
$224K +$197K +358 New
PPC
1646
Park Place Capital
Alabama
$224K -$221K -400 -53%
PGIM
1647
Pacific Global Investment Management
California
$223K +$197K +357 New
QPWM
1648
Quadrant Private Wealth Management
Pennsylvania
$223K +$196K +356 New
MSWM
1649
McGlone Suttner Wealth Management
Wisconsin
$222K +$196K +356 New
Members Trust
1650
Members Trust
Florida
$222K +$195K +354 New