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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1526
Keudell/Morrison Wealth Management
Oregon
$1.06M +$74.4K +947 +7%
NFG
1527
Nations Financial Group
Iowa
$1.06M -$1.34K -17 -0.1%
LOIM
1528
Liberty One Investment Management
Illinois
$1.06M +$24.3K +309 +2%
WA
1529
Wealth Alliance
New York
$1.06M +$1.13M +14,423 New
AFAS
1530
Acorn Financial Advisory Services
Virginia
$1.06M +$29.9K +381 +3%
MFG
1531
MidWestOne Financial Group
Iowa
$1.06M -$80.2K -1,020 -7%
PCM
1532
Poehling Capital Management
Wisconsin
$1.05M +$804K +10,235 +254%
NCM
1533
Northwest Capital Management
Oregon
$1.03M +$1.34K +17 +0.1%
GRP
1534
Global Retirement Partners
California
$1.03M -$227K -2,889 -17%
CIA
1535
Covington Investment Advisors
Pennsylvania
$1.03M -$3.3K -42 -0.3%
BCB
1536
Brian C. Broderick
$1.03M -$14.4K -183 -1%
AIC
1537
Ameritas Investment Company
Nebraska
$1.02M -$317K -4,038 -22%
CST
1538
Charles Schwab Trust
Nevada
$1.02M +$26.7K +340 +2%
MSFP
1539
Mark Sheptoff Financial Planning
Connecticut
$1.02M +$134K +1,699 +14%
BC
1540
Burleson & Co
California
$1.02M +$19.3K +245 +2%
WPP
1541
Whalerock Point Partners
Rhode Island
$1.02M
AWE
1542
Avidian Wealth Enterprises
Texas
$1.02M +$38K +483 +4%
CA
1543
Capital Advantage
California
$1.01M +$43.3K +551 +5%
OIA
1544
Optimum Investment Advisors
Illinois
$1.01M -$53.4K -679 -5%
IBOK
1545
Independence Bank of Kentucky
Kentucky
$999K
SC
1546
Schulhoff & Co
Ohio
$992K +$58.9K +749 +6%
MMPW
1547
Mitchell McLeod Pugh & Williams
Alabama
$992K +$112K +1,419 +12%
FBFS
1548
First Business Financial Services
Wisconsin
$991K -$22.5K -286 -2%
WGA
1549
Weather Gauge Advisory
Virginia
$990K +$13.2K +168 +1%
MMHP
1550
Murphy Middleton Hinkle & Parker
Georgia
$989K -$81.7K -1,039 -7%