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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1201
Prospera Financial Services
Texas
$968K +$96.1K +563 +11%
DCM
1202
Donaldson Capital Management
Indiana
$967K +$34K +199 +4%
PA
1203
Probity Advisors
Texas
$966K -$23K -135 -2%
CWP
1204
Capital Wealth Planning
Florida
$954K -$73.4K -430 -7%
OCG
1205
Opus Capital Group
Ohio
$954K – – –
PTB
1206
Pioneer Trust Bank
Oregon
$953K +$571K +3,343 +136%
MMA
1207
Miracle Mile Advisors
California
$952K +$409K +2,394 +71%
SWM
1208
Stockman Wealth Management
Montana
$951K +$32.8K +192 +3%
OFS
1209
Orrstown Financial Services
Pennsylvania
$940K -$63.1K -370 -6%
RWP
1210
RWA Wealth Partners
Massachusetts
$938K -$87.4K -512 -8%
CI
1211
CAZ Investments
Texas
$934K – – –
CC
1212
Cedar Capital
Illinois
$927K +$215K +1,259 +29%
CIM
1213
CIM Investment Management
Pennsylvania
$920K -$24.7K -145 -3%
FPFS
1214
First Personal Financial Services
North Carolina
$916K -$122K -715 -11%
HCM
1215
Highlander Capital Management
New Jersey
$905K – – –
GC
1216
Garde Capital
Washington
$897K – – –
CA
1217
Cornerstone Advisory
Maryland
$897K +$6.14K +36 +0.7%
SFG
1218
SevenBridge Financial Group
Pennsylvania
$894K +$157K +922 +20%
TIA
1219
Tiemann Investment Advisors
California
$892K -$10.1K -59 -1%
CG
1220
Colony Group
Massachusetts
$888K -$266K -1,558 -22%
FLPIM
1221
F.L. Putnam Investment Management
Massachusetts
$883K -$230K -1,347 -20%
WSTAM
1222
Wilbanks Smith & Thomas Asset Management
Virginia
$883K -$39.3K -230 -4%
Nuveen Fund Advisors
1223
Nuveen Fund Advisors
Illinois
$881K -$409K -2,394 -31%
WAS
1224
Winch Advisory Services
Wisconsin
$877K -$5.12K -30 -0.6%
KJWM
1225
Kiley Juergens Wealth Management
Washington
$875K +$126K +739 +16%