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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
Challenger Wealth Management
California
$625K +$635K +7,627 New
KCIC
727
Kuhn & Co Investment Counsel
Illinois
$624K – – –
PI
728
PFG Investments
New York
$624K +$105K +1,261 +20%
NB
729
Northwest Bancshares
Pennsylvania
$624K -$184K -2,211 -23%
SBF
730
Sara-Bay Financial
Florida
$622K -$999 -12 -0.2%
DWM
731
Diversify Wealth Management
Utah
$619K -$32.1K -386 -5%
DMBA
732
Deseret Mutual Benefit Administrators
Utah
$619K +$98.6K +1,185 +19%
NFA
733
Northern Financial Advisors
Michigan
$615K -$9.65K -116 -2%
SFI
734
SPC Financial Inc
Maryland
$606K +$39.5K +475 +7%
RBI
735
Raiffeisen Bank International
Austria
$605K +$618K +7,426 New
NP
736
NorthRock Partners
Minnesota
$604K +$2.83K +34 +0.5%
PWM
737
Pines Wealth Management
North Carolina
$598K +$620K +7,456 New
AIM
738
Aspen Investment Management
Michigan
$593K -$832 -10 -0.1%
RWP
739
RWA Wealth Partners
Massachusetts
$592K +$37.1K +446 +7%
PTC
740
Private Trust Company
Ohio
$588K -$69K -829 -10%
VVP
741
Venture Visionary Partners
Ohio
$587K -$20.6K -247 -3%
CA
742
CWC Advisors
Oregon
$582K -$32K -384 -5%
QC
743
Quent Capital
New York
$582K -$34K -408 -5%
RCAG
744
Rehmann Capital Advisory Group
Michigan
$581K +$34K +409 +6%
NEI
745
Northwest & Ethical Investments
Ontario, Canada
$581K -$1.73M -20,802 -75%
BWM
746
BlackDiamond Wealth Management
New York
$580K -$2.08K -25 -0.4%
CCA
747
Checchi Capital Advisers
California
$580K +$3K +36 +0.5%
MWM
748
Modern Wealth Management
Kansas
$578K +$140K +1,687 +31%
USCWA
749
U.S. Capital Wealth Advisors
Texas
$577K +$18.3K +220 +3%
GWANC
750
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K +$25.3K +304 +5%