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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1451
Patriot Financial Group Insurance Agency
Massachusetts
$303K -$77.4K -965 -23%
RL
1452
Rogco LP
Oklahoma
$301K -$2.73K -34 -1%
1WA
1453
180 Wealth Advisors
Washington
$301K +$16K +200 +7%
LL
1454
LPWM LLC
Minnesota
$301K -$9.07K -113 -3%
RMAM
1455
Raab & Moskowitz Asset Management
New Jersey
$301K -$25.4K -316 -9%
MWM
1456
Modern Wealth Management
Kansas
$300K +$264K +3,284 New
WAM
1457
Wakefield Asset Management
Colorado
$300K +$263K +3,281 New
AA
1458
AJ Advisors
Tennessee
$299K +$3.77K +47 +1%
MFC
1459
Mechanics Financial Corp
Ohio
$298K -$2.97K -37 -1%
GAB
1460
German American Bancorp
Indiana
$298K
MWM
1461
Merriman Wealth Management
Washington
$298K -$7.3K -91 -3%
PFS
1462
Prospect Financial Services
New York
$298K +$261K +3,257 New
AG
1463
Advocate Group
Minnesota
$298K
WA
1464
WP Advisors
California
$296K +$22.6K +282 +10%
GTAM
1465
Global Trust Asset Management
Florida
$296K -$11.3K -141 -4%
SIS
1466
Sound Income Strategies
Florida
$295K +$98.5K +1,227 +61%
HWM
1467
Horizon Wealth Management
Illinois
$295K +$2.49K +31 +1%
GWMR
1468
GC Wealth Management RIA
Massachusetts
$293K +$257K +3,204 New
SOS
1469
Silver Oak Securities
Tennessee
$292K +$16.7K +208 +7%
CBA
1470
Coastal Bridge Advisors
Connecticut
$292K +$1.2K +15 +0.5%
AAIS
1471
ABN AMRO Investment Solutions
$291K +$16.1K +201 +7%
CP
1472
Canopy Partners
Ohio
$290K +$255K +3,175 New
ACM
1473
AlphaStar Capital Management
North Carolina
$290K +$254K +3,168 New
AOWM
1474
Alpha Omega Wealth Management
Virginia
$289K -$18.2K -227 -7%
PGAM
1475
Princeton Global Asset Management
New Jersey
$289K +$48.2K +601 +23%