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Name Holding Trade Value Shares
Change
Change in
Stake
PW
1401
Peninsula Wealth
California
$438K
BBI
1402
Baxter Bros Inc
Connecticut
$437K
DWM
1403
Dorchester Wealth Management
Quebec, Canada
$436K -$189K -2,000 -32%
POIA
1404
Pin Oak Investment Advisors
Texas
$436K -$22.2K -236 -5%
MOS
1405
MGO One Seven
Ohio
$436K +$10.7K +113 +3%
HT
1406
Heritage Trust
Oklahoma
$435K +$156K +1,658 +63%
FCB
1407
First Command Bank
Texas
$434K
FCFS
1408
First Command Financial Services
Texas
$434K
TFS
1409
TrustCore Financial Services
Tennessee
$432K -$5.84K -62 -1%
TW
1410
TrinityPoint Wealth
Connecticut
$432K
RA
1411
RFG Advisory
Alabama
$432K +$109K +1,156 +37%
NL
1412
NKCFO LLC
Illinois
$431K
VWM
1413
Venturi Wealth Management
Texas
$429K -$17.1K -181 -4%
BCM
1414
Bienville Capital Management
New York
$427K +$75.4K +800 +24%
WPP
1415
Whalerock Point Partners
Rhode Island
$426K
Koshinski Asset Management
1416
Koshinski Asset Management
Illinois
$424K +$397K +4,209 New
VWM
1417
Vigilare Wealth Management
Arizona
$424K +$403K +4,272 New
BCWM
1418
Blue Chip Wealth Management
Florida
$422K +$3.11K +33 +0.8%
DPI
1419
Diversified Portfolios Inc
Michigan
$418K
UBV
1420
United Bank (Virginia)
Virginia
$415K
OPS
1421
Orion Portfolio Solutions
Nebraska
$415K +$387K +4,101 New
GIA
1422
GHP Investment Advisors
Colorado
$414K -$943 -10 -0.2%
RCA
1423
Resonant Capital Advisors
Wisconsin
$414K +$385K +4,083 New
CAC
1424
Certified Advisory Corp
Florida
$413K -$35.8K -380 -9%
WP
1425
WMS Partners
Maryland
$412K +$13.5K +143 +4%