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Name Holding Trade Value Shares
Change
Change in
Stake
GM
676
GeoWealth Management
Illinois
$546K +$241K +4,902 +105%
DA
677
Drake & Associates
Wisconsin
$542K +$2.17K +44 +0.5%
NFG
678
Nations Financial Group
Iowa
$540K -$126K -2,549 -21%
SOS
679
Silver Oak Securities
Tennessee
$537K +$19.2K +389 +4%
PBK
680
Peoples Bank (Kansas)
Kansas
$536K
AWC
681
Adamsbrown Wealth Consultants
Kansas
$531K -$9.26K -188 -2%
OC
682
Oppenheimer & Co
New York
$528K +$158K +3,212 +53%
PWM
683
Perigon Wealth Management
California
$527K +$52.6K +1,069 +13%
CIA
684
Concurrent Investment Advisors
Florida
$527K +$4.83K +98 +1%
HWM
685
HB Wealth Management
Georgia
$522K +$71.9K +1,459 +19%
QC
686
Quent Capital
New York
$520K -$3.64K -74 -0.8%
ATPW
687
Ashton Thomas Private Wealth
Arizona
$519K +$16.2K +328 +4%
MFG
688
Merit Financial Group
Georgia
$517K -$23.2K -472 -5%
SOAMC
689
Spirit of America Management Corp
New York
$514K
IWM
690
IHT Wealth Management
Illinois
$514K +$29.7K +604 +7%
WSTAM
691
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$9.11K +185 +2%
PP
692
Patron Partners
Texas
$512K +$739 +15 +0.2%
SFS
693
Summit Financial Strategies
Ohio
$511K -$8.13K -165 -2%
RDFA
694
Ritter Daniher Financial Advisory
Ohio
$510K -$49.3K -1,000 -10%
BRWA
695
B. Riley Wealth Advisors
Florida
$509K +$191K +3,872 +52%
FPAS
696
Focus Partners Advisor Solutions
Missouri
$508K +$172K +3,494 +65%
MC
697
Moors & Cabot
Massachusetts
$503K -$1.67K -34 -0.4%
SCM
698
Spreng Capital Management
Ohio
$496K -$34.5K -700 -7%
AF
699
Allworth Financial
California
$496K -$12.1K -245 -3%
FFM
700
Forum Financial Management
Illinois
$489K -$6.55K -133 -2%