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Name Holding Trade Value Shares
Change
Change in
Stake
EVM
801
Evelyn V. Moreno
$249K
IAIM
802
Industrial Alliance Investment Management
Quebec, Canada
$249K +$8.21K +154 +3%
AGP
803
Autumn Glory Partners
Texas
$249K +$281K +5,265 New
HIS
804
Harvest Investment Services
Illinois
$249K +$281K +5,271 New
CRC
805
Curi RMB Capital
Illinois
$248K -$8K -150 -3%
CSWM
806
Cassady Schiller Wealth Management
Ohio
$246K +$1.49K +28 +0.5%
ACG
807
Allen Capital Group
Nebraska
$245K -$58.6K -1,100 -18%
HH
808
Hilltop Holdings
Texas
$244K +$10.7K +200 +4%
RPGK
809
Retirement Planning Group (Kansas)
Kansas
$237K
PWP
810
Pursue Wealth Partners
California
$237K +$266K +5,000 New
CS
811
Comerica Securities
Michigan
$236K +$9.38K +176 +4%
WCM
812
Weik Capital Management
Pennsylvania
$235K
PP
813
PDS Planning
Ohio
$234K -$38.2K -716 -13%
NICM
814
Neo Ivy Capital Management
New York
$233K -$260K -4,876 -50%
CBFP
815
Cedar Brook Financial Partners
Ohio
$233K -$11.4K -214 -4%
BF
816
BOK Financial
Oklahoma
$232K -$202K -3,791 -44%
SG
817
Swarthmore Group
Pennsylvania
$231K -$4.17M -78,243 -94%
LWAC
818
Laurel Wealth Advisors (California)
California
$231K +$260K +4,885 New
GVAG
819
Great Valley Advisor Group
Delaware
$227K +$256K +4,799 New
WMP
820
Wealth Management Partners
Arizona
$227K +$266K +5,000 New
TWM
821
Titus Wealth Management
California
$226K
PFPT
822
Pinnacle Financial Partners (Tennessee)
Tennessee
$226K +$266 +5 +0.1%
PWPS
823
Pinnacle Wealth Planning Services
Ohio
$224K +$1.17K +22 +0.5%
DA
824
Drake & Associates
Wisconsin
$223K +$251K +4,713 New
H6H
825
Hightower 6M Holding
Kansas
$221K -$320 -6 -0.1%