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Name Holding Trade Value Shares
Change
Change in
Stake
MCF Advisors
1401
MCF Advisors
Kentucky
$441K +$21.2K +225 +5%
Coatue Management
1402
Coatue Management
New York
$440K -$365K -3,867 -47%
PW
1403
Peninsula Wealth
California
$438K – – –
BBI
1404
Baxter Bros Inc
Connecticut
$437K – – –
DWM
1405
Dorchester Wealth Management
Quebec, Canada
$436K -$189K -2,000 -32%
POIA
1406
Pin Oak Investment Advisors
Texas
$436K -$22.2K -236 -5%
MGO One Seven
1407
MGO One Seven
Ohio
$436K +$10.7K +113 +3%
Heritage Trust
1408
Heritage Trust
Oklahoma
$435K +$156K +1,658 +63%
First Command Bank
1409
First Command Bank
Texas
$434K – – –
First Command Financial Services
1410
First Command Financial Services
Texas
$434K – – –
TrustCore Financial Services
1411
TrustCore Financial Services
Tennessee
$432K -$5.84K -62 -1%
TrinityPoint Wealth
1412
TrinityPoint Wealth
Connecticut
$432K – – –
RFG Advisory
1413
RFG Advisory
Alabama
$432K +$109K +1,156 +37%
NL
1414
NKCFO LLC
Illinois
$431K – – –
Venturi Wealth Management
1415
Venturi Wealth Management
Texas
$429K -$17.1K -181 -4%
Bienville Capital Management
1416
Bienville Capital Management
New York
$427K +$75.4K +800 +24%
WPP
1417
Whalerock Point Partners
Rhode Island
$426K – – –
Koshinski Asset Management
1418
Koshinski Asset Management
Illinois
$424K +$397K +4,209 New
VWM
1419
Vigilare Wealth Management
Arizona
$424K +$403K +4,272 New
BCWM
1420
Blue Chip Wealth Management
Florida
$422K +$3.11K +33 +0.8%
Diversified Portfolios Inc
1421
Diversified Portfolios Inc
Michigan
$418K – – –
United Bank (Virginia)
1422
United Bank (Virginia)
Virginia
$415K – – –
Orion Portfolio Solutions
1423
Orion Portfolio Solutions
Nebraska
$415K +$387K +4,101 New
GHP Investment Advisors
1424
GHP Investment Advisors
Colorado
$414K -$943 -10 -0.2%
Resonant Capital Advisors
1425
Resonant Capital Advisors
Wisconsin
$414K +$385K +4,083 New