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Name Holding Trade Value Shares
Change
Change in
Stake
WSC
926
Wellington Shields & Co
New York
$211K -$5.38K -100 -2%
ACM
927
Ardent Capital Management
Ohio
$211K – – –
ACG
928
Allen Capital Group
Nebraska
$211K -$13K -241 -5%
PTP
929
Platform Technology Partners
New York
$210K +$226K +4,200 New
MA
930
Montag & Associates
Georgia
$208K – – –
CCM
931
Cutler Capital Management
Massachusetts
$208K +$162 +3 +0.1%
PPWP
932
Premier Path Wealth Partners
New Jersey
$207K +$223K +4,150 New
TWP
933
Tyche Wealth Partners
Texas
$207K -$24.2K -449 -10%
MCAI
934
Members Capital Advisors Inc
Wisconsin
$204K – – –
JWM
935
JGP Wealth Management
Oregon
$204K +$220K +4,079 New
1WM
936
1900 Wealth Management
Texas
$204K – – –
NI
937
NDVR Inc
Massachusetts
$203K -$11K -205 -5%
MAG
938
M3 Advisory Group
Massachusetts
$203K +$219K +4,059 New
VA
939
Valmark Advisers
Ohio
$202K +$5.17K +96 +2%
MCA
940
MSH Capital Advisors
Arizona
$202K – – –
V
941
VeraBank
Texas
$201K – – –
WB
942
WesBanco Bank
West Virginia
$201K -$37.5K -697 -15%
BTI
943
Blue Trust Inc
Georgia
$201K +$72.8K +1,353 +63%
DWM
944
Dogwood Wealth Management
Kansas
$193K +$105K +1,941 +101%
CP
945
Canopy Partners
Ohio
$190K +$7.92K +147 +4%
AAP
946
Arax Advisory Partners
Colorado
$184K +$60.8K +1,129 +44%
GITFIT
947
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$180K -$16.2K -300 -8%
LFG
948
Larson Financial Group
Missouri
$177K +$51.5K +956 +37%
AT
949
Arlington Trust
Alabama
$176K +$80.8K +1,500 +74%
PPWM
950
PFG Private Wealth Management
Florida
$175K +$189K +3,513 New