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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1626
PDS Planning
Ohio
$485K +$9.88K +66 +2%
AG
1627
AIA Group
Hong Kong
$485K +$204K +1,366 +83%
JWM
1628
JGP Wealth Management
Oregon
$483K -$7.63K -51 -2%
UR
1629
USCA RIA
Texas
$483K -$5.84K -39 -1%
GA
1630
Greenhaven Associates
New York
$482K
SSWG
1631
Seven Springs Wealth Group
Tennessee
$482K
SG
1632
StoneX Group
New York
$482K +$22.3K +149 +5%
IIA
1633
ICW Investment Advisors
Arizona
$482K +$26.6K +178 +6%
LFF
1634
Level Four Financial
Texas
$480K -$45.5K -304 -9%
XF
1635
XML Financial
Maryland
$480K +$449 +3 +0.1%
FDCC
1636
Foster Dykema Cabot & Co
Massachusetts
$479K -$19.8K -132 -4%
SA
1637
Shilanski & Associates
Alaska
$479K +$445K +2,972 New
9WM
1638
9258 Wealth Management
Ohio
$478K +$11.1K +74 +3%
PCIA
1639
Prime Capital Investment Advisors
Kansas
$477K -$1.14M -7,614 -72%
PAA
1640
Peregrine Asset Advisers
Oregon
$477K -$89.5K -598 -17%
QCIG
1641
Quad-Cities Investment Group
Iowa
$477K +$299 +2 +0.1%
HT
1642
Heritage Trust
Oklahoma
$475K +$57K +381 +15%
BMM
1643
Buffington Mohr McNeal
Idaho
$473K
HFG
1644
Heron Financial Group
New York
$472K
TWI
1645
Thomas White International
Illinois
$472K
WOC
1646
West Oak Capital
California
$472K +$16K +107 +4%
HAS
1647
HBW Advisory Services
California
$472K +$227K +1,514 +107%
PHK
1648
Point72 Hong Kong
Hong Kong
$471K -$1.61M -10,724 -79%
CCM
1649
Chilton Capital Management
Texas
$470K -$69.9K -467 -14%
PI
1650
Putnam Investments
Massachusetts
$470K -$13.2K -88 -3%