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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
301
Pinnacle Wealth Planning Services
Ohio
$453K -$96.7K -1,122 -17%
WG
302
Winton Group
United Kingdom
$448K +$457K +5,300 New
WA
303
Waverly Advisors
Alabama
$446K +$6.29K +73 +1%
CB
304
Commerce Bank
Missouri
$443K +$12.2K +142 +3%
RA
305
RFG Advisory
Alabama
$436K +$6.29K +73 +1%
PPC
306
Park Place Capital
Alabama
$433K -$203K -2,351 -31%
PFA
307
Pure Financial Advisors
California
$428K +$105K +1,223 +32%
TAM
308
Todd Asset Management
Kentucky
$427K +$4.13K +48 +1%
VFM
309
Viking Fund Management
North Dakota
$423K +$431K +5,000 New
AAP
310
Arax Advisory Partners
Colorado
$418K -$68K -789 -14%
GFA
311
Gallagher Fiduciary Advisors
Illinois
$408K -$96K -1,114 -19%
MWM
312
Meridian Wealth Management
Kentucky
$406K -$8.53K -99 -2%
IAA
313
Independent Advisor Alliance
North Carolina
$406K +$16.7K +194 +4%
SRC
314
Sage Rhino Capital
California
$404K +$4.05K +47 +1%
SC
315
Savant Capital
Illinois
$401K +$85.2K +989 +26%
EWA
316
EverSource Wealth Advisors
Alabama
$399K +$108K +1,253 +36%
BLC
317
Brown, Lisle/Cummings
Rhode Island
$394K -$25.5K -296 -6%
SIA
318
SkyView Investment Advisors
New Jersey
$392K -$200K -2,319 -33%
GI
319
GAMMA Investing
California
$391K +$51.2K +594 +15%
MHC
320
May Hill Capital
Massachusetts
$391K +$61.7K +716 +18%
SPIA
321
Steward Partners Investment Advisory
New York
$390K -$9.04K -105 -2%
KFS
322
Keynote Financial Services
Connecticut
$388K
DWM
323
Diversify Wealth Management
Utah
$382K +$382K +4,438 New
Deutsche Bank
324
Deutsche Bank
Germany
$381K +$195K +2,269 +102%
LOWM
325
Laurel Oak Wealth Management
New Jersey
$376K -$121K -1,403 -24%