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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dogwood Wealth Management
Kansas
$1.31K – – –
BF
502
BOK Financial
Oklahoma
$1.3K -$682K -54,707 -100%
RFA
503
Register Financial Advisors
Georgia
$1.29K – – –
SIC
504
Salem Investment Counselors
North Carolina
$1.26K – – –
VWA
505
Valued Wealth Advisors
Utah
$1.25K +$75 +6 +6%
MS
506
Monetary Solutions
Ohio
$1.24K – – –
NSG
507
Nalls Sherbakoff Group
Tennessee
$1.17K – – –
HHCP
508
Hilton Head Capital Partners
South Carolina
$1.15K – – –
PWMG
509
Prestige Wealth Management Group
New Jersey
$1.12K +$112 +9 +10%
MP
510
McDonald Partners
Ohio
$1.1K +$1.21K +97 New
MCM
511
MV Capital Management
Maryland
$1.07K +$386 +31 +48%
BWA
512
Basecamp Wealth Advisors
Washington
$1.06K -$4.01K -322 -77%
PWMG
513
Private Wealth Management Group
New Jersey
$1.04K -$287 -23 -20%
FCAS
514
First Command Advisory Services
Texas
$1.04K – – –
PS
515
Pinney & Scofield
Massachusetts
$1.04K – – –
MCA
516
Maryland Capital Advisors
Maryland
$1.04K +$1.15K +92 New
CTWM
517
Cherry Tree Wealth Management
Minnesota
$1.03K – – –
MG
518
Mather Group
Illinois
$1.02K -$3.68K -295 -77%
CWM
519
Consultiva Wealth Management
Puerto Rico
$1.02K – – –
ZC
520
Zeit Capital
Colorado
$1.02K – – –
CA
521
Centerpoint Advisors
Massachusetts
$1K – – –
CI
522
CX Institutional
Indiana
$1K – – –
GKIM
523
GW&K Investment Management
Massachusetts
$1K – – –
RBC
524
Roble Belko & Company
Pennsylvania
$1K – – –
TSMHT
525
Thurston Springer Miller Herd & Titak
Indiana
$999 -$16.9K -1,354 -94%