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Name Holding Trade Value Shares
Change
Change in
Stake
FMN
1851
Financial Management Network
California
$731K +$7.99K +22 +1%
MFG
1852
MidWestOne Financial Group
Iowa
$730K – – –
GWSG
1853
GPS Wealth Strategies Group
Colorado
$730K +$729K +2,008 New
VV
1854
Verity & Verity
South Carolina
$727K -$454K -1,250 -38%
VST
1855
Van Strum & Towne
California
$727K – – –
BIA
1856
Bigelow Investment Advisors
Maine
$725K -$5.45K -15 -0.7%
HWM
1857
Howard Wealth Management
Connecticut
$724K -$1.09K -3 -0.2%
CCMG
1858
Clark Capital Management Group
Pennsylvania
$721K -$737K -2,028 -51%
WKSWA
1859
White Knight Strategic Wealth Advisors
New Jersey
$721K -$51.6K -142 -7%
AG
1860
Advocate Group
Minnesota
$721K +$720K +1,983 New
SC
1861
Sonen Capital
California
$719K -$319K -878 -31%
MHS
1862
M Holdings Securities
Oregon
$714K -$24.7K -68 -3%
SAM
1863
Synergy Asset Management
Washington
$713K -$49K -135 -6%
JAG
1864
Journey Advisory Group
Kentucky
$710K +$36.3K +100 +5%
MSAM
1865
Moloney Securities Asset Management
Missouri
$707K -$123K -340 -15%
TA
1866
TFG Advisers
Michigan
$707K +$1.09K +3 +0.2%
PWA
1867
Physician Wealth Advisors
Utah
$702K +$363 +1 +0.1%
FOA
1868
Five Oceans Advisors
California
$698K +$5.45K +15 +0.8%
EFH
1869
Eaton Financial Holdings
Florida
$694K +$4K +11 +0.6%
WAM
1870
Werlinich Asset Management
Connecticut
$693K -$3.63K -10 -0.5%
BB
1871
Bell Bank
North Dakota
$693K +$13.8K +38 +2%
DI
1872
DDFG Inc
California
$693K – – –
PCP
1873
Proficio Capital Partners
Massachusetts
$691K -$43.6K -120 -6%
SCM
1874
Schnieders Capital Management
California
$690K – – –
CC
1875
Cadinha & Co
Hawaii
$689K – – –