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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$2.71K +$2.85K +130 New
BCWM
177
Bartlett & Co Wealth Management
Ohio
$2.44K
GRP
178
Global Retirement Partners
California
$1.91K -$2.74K -125 -58%
ATC
179
Advantage Trust Company
Kansas
$1.7K +$1.75K +80 New
BHWM
180
Beaird Harris Wealth Management
Texas
$1.38K
DRP
181
Decker Retirement Planning
Utah
$1.38K +$1.42K +65 New
HI
182
Harbour Investments
Wisconsin
$1.06K
CYG
183
Clean Yield Group
Vermont
$956
GSWM
184
Golden State Wealth Management
California
$744 +$767 +35 New
AWM
185
Abound Wealth Management
Tennessee
$638 -$329 -15 -33%
CA
186
Clearstead Advisors
Ohio
$638 +$657 +30 New
CPG
187
Cornerstone Planning Group
New Jersey
$636 +$329 +15 +100%
MFG
188
Mendota Financial Group
Wisconsin
$425 -$438 -20 -50%
BIG
189
Brooklyn Investment Group
New York
$107 +$110 +5 New
FTDI
190
First Trust Direct Indexing
Massachusetts
-$1.88M -81,145 Closed
VA
191
Vident Advisory
Georgia
-$1.76M -75,815 Closed
CAM
192
Cresset Asset Management
Illinois
-$1.52M -65,310 Closed
VF
193
Virtu Financial
New York
-$1.1M -47,260 Closed
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
-$269K -11,575 Closed
PWPS
195
Pinnacle Wealth Planning Services
Ohio
-$239K -10,295 Closed
AG
196
Ascent Group
Virginia
-$226K -9,720 Closed
IAIM
197
International Assets Investment Management
Florida
-$36.7K -1,580 Closed
FMII
198
Farmers & Merchants Investments Inc
Nebraska
-$17.2K -740 Closed
FFA
199
Frazier Financial Advisors
Ohio
-$5.69K -245 Closed
GBT
200
Grove Bank & Trust
Florida
-$5.34K -230 Closed