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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
1526
MPS Loria Financial Planners
Illinois
$338K +$62.2K +1,130 +26%
AL
1527
ACAS LLC
California
$337K -$13.8K -250 -4%
RIM
1528
Regent Investment Management
Kentucky
$336K +$49.5K +900 +20%
RCM
1529
Requisite Capital Management
Texas
$336K +$303K +5,500 New
PCG
1530
Private Capital Group
Connecticut
$335K +$25.9K +470 +9%
PG
1531
Patten Group
Tennessee
$333K +$5.5K +100 +2%
CRWM
1532
Castle Rock Wealth Management
California
$331K
GPFA
1533
Game Plan Financial Advisors
Ohio
$330K -$11K -200 -4%
SICM
1534
Sustainable Insight Capital Management
New York
$330K -$4.95K -90 -2%
JWM
1535
JGP Wealth Management
Oregon
$329K -$39.1K -710 -12%
MWM
1536
Modera Wealth Management
New Jersey
$328K +$20.4K +370 +7%
CAS
1537
Cascadia Advisory Services
Oregon
$327K -$4.4K -80 -1%
SSWM
1538
Smith Salley Wealth Management
North Carolina
$326K -$101K -1,830 -26%
PA
1539
PSI Advisors
Florida
$326K +$1.1K +20 +0.4%
KM
1540
Kalos Management
Georgia
$325K -$11K -200 -4%
IGGA
1541
Iron Gate Global Advisors
Utah
$325K -$1.65K -30 -0.6%
CPWA
1542
Cerro Pacific Wealth Advisors
California
$325K -$1.1K -20 -0.4%
PWM
1543
Prentice Wealth Management
New York
$325K -$550 -10 -0.2%
FP
1544
Foundry Partners
Minnesota
$323K -$17.6K -320 -6%
3F
1545
360 Financial
Minnesota
$323K
MPW
1546
MA Private Wealth
California
$323K
CCM
1547
Crabel Capital Management
California
$323K +$27K +490 +10%
EWA
1548
Evolution Wealth Advisors
Florida
$322K -$119K -2,170 -29%
ONB
1549
Old National Bancorp
Indiana
$321K -$24.8K -450 -8%
FCB
1550
First Command Bank
Texas
$320K