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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
801
Watershed Asset Management
California
$222K +$241K +5,068 New
FCA
802
FinTrust Capital Advisors
South Carolina
$221K +$18.1K +380 +8%
CS
803
Comerica Securities
Michigan
$220K +$1.61K +34 +0.7%
RPGK
804
Retirement Planning Group (Kansas)
Kansas
$219K -$760 -16 -0.3%
PWP
805
Pursue Wealth Partners
California
$219K – – –
WCM
806
Weik Capital Management
Pennsylvania
$218K – – –
5L
807
55I LLC
Massachusetts
$218K +$236K +4,966 New
FA
808
FDx Advisors
Illinois
$216K -$62.8K -1,321 -21%
MHS
809
M Holdings Securities
Oregon
$215K -$68.1K -1,433 -23%
PFPT
810
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$6.75K +142 +3%
CBFP
811
Cedar Brook Financial Partners
Ohio
$213K -$2.28K -48 -1%
LA
812
Lifeworks Advisors
Michigan
$211K -$8.88K -187 -4%
APA
813
Astoria Portfolio Advisors
New York
$211K +$19.8K +417 +9%
IAIM
814
Industrial Alliance Investment Management
Quebec, Canada
$210K -$21.8K -459 -9%
PWPS
815
Pinnacle Wealth Planning Services
Ohio
$207K – – –
LWAC
816
Laurel Wealth Advisors (California)
California
$205K -$10.4K -218 -4%
OCG
817
Opus Capital Group
Ohio
$205K +$223K +4,684 New
RFN
818
RDA Financial Network
Iowa
$203K +$4.61K +97 +2%
ECM
819
Evergreen Capital Management
Washington
$202K -$68.3K -1,438 -24%
PWMG
820
Prestige Wealth Management Group
New Jersey
$202K +$15.7K +330 +8%
SIC
821
Shoker Investment Counsel
Ohio
$200K +$380 +8 +0.2%
SSG
822
Summit Securities Group
New York
$200K +$124K +2,605 +132%
SIM
823
Sentry Investment Management
Wisconsin
$198K – – –
HPC
824
HM Payson & Co
Maine
$197K +$190K +4,000 +800%
GC
825
Globeflex Capital
California
$192K – – –