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Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
1576
Patrick M. Sweeney & Associates
Illinois
$398K – – –
FAG
1577
Fortitude Advisory Group
Washington
$397K -$2.83K -6 -0.7%
MCM
1578
MV Capital Management
Maryland
$397K -$10.4K -22 -3%
KF
1579
Ketron Financial
California
$397K – – –
LT
1580
Legacy Trust
Michigan
$396K – – –
VP
1581
Verum Partners
North Carolina
$395K +$376K +797 New
MWA
1582
Midland Wealth Advisors
Illinois
$394K +$11.3K +24 +3%
MCWA
1583
Meadow Creek Wealth Advisors
Georgia
$393K +$34.9K +74 +10%
FC
1584
Financial Consulate
Maryland
$393K +$2.83K +6 +0.8%
PAG
1585
Private Advisory Group
Washington
$393K +$374K +792 New
CF
1586
Claris Financial
Virginia
$392K -$1.89K -4 -0.5%
DMBA
1587
Deseret Mutual Benefit Administrators
Utah
$391K +$165K +350 +80%
LA
1588
Legacy Advisors
Pennsylvania
$391K +$12.7K +27 +4%
TTWM
1589
TCV Trust & Wealth Management
Virginia
$391K – – –
UAG
1590
United Advisor Group
Ohio
$390K +$49.1K +104 +15%
AC
1591
AXQ Capital
New Jersey
$390K -$777K -1,647 -68%
IAG
1592
Investment Advisory Group
Massachusetts
$389K +$5.66K +12 +2%
VHAM
1593
Van Hulzen Asset Management
California
$389K +$146K +310 +65%
HT
1594
Heritage Trust
Oklahoma
$389K – – –
ML
1595
McAdam LLC
Pennsylvania
$388K +$138K +293 +60%
TFA
1596
Transamerica Financial Advisors
Florida
$386K +$146K +309 +66%
PPWM
1597
Paragon Private Wealth Management
Kentucky
$386K +$94.8K +201 +35%
SIA
1598
SGL Investment Advisors
Montana
$386K +$27.8K +59 +8%
WSFG
1599
Wall Street Financial Group
Illinois
$385K -$56.6K -120 -13%
Balentine LLC
1600
Balentine LLC
Georgia
$385K +$78.8K +167 +27%