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Name Holding Trade Value Shares
Change
Change in
Stake
PP
426
PFS Partners
New Jersey
$332 – – –
CWP
427
Clark Wealth Partners
Illinois
$324 – – –
ACA
428
American Capital Advisory
Idaho
$299 +$253 +56 +933%
PIS
429
POM Investment Strategies
North Carolina
$289 +$271 +60 New
Zurich Cantonal Bank
430
Zurich Cantonal Bank
Switzerland
$260 – – –
GPFA
431
Game Plan Financial Advisors
Ohio
$255 – – –
GA
432
Guerra Advisors
Florida
$255 +$240 +53 New
SIC
433
Salem Investment Counselors
North Carolina
$241 -$226 -50 -50%
EWM
434
Evermay Wealth Management
Virginia
$241 – – –
FP
435
Financial Perspectives
Minnesota
$231 – – –
MSWA
436
Marshall & Sterling Wealth Advisors
New York
$200 +$5 +1 +2%
FMP
437
Financial Management Professionals
Texas
$192 – – –
CTWM
438
Cherry Tree Wealth Management
Minnesota
$188 – – –
SWP
439
Strategic Wealth Partners
Ohio
$164 – – –
EB
440
Eastern Bank
Massachusetts
$154 – – –
IWP
441
IAG Wealth Partners
Wisconsin
$139 +$131 +29 New
MWA
442
Medallion Wealth Advisors
Connecticut
$126 – – –
FFA
443
Frazier Financial Advisors
Ohio
$121 – – –
CWM
444
Copia Wealth Management
Oregon
$120 – – –
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$101 – – –
KG
446
Kilter Group
New York
$97 – – –
TSMHT
447
Thurston Springer Miller Herd & Titak
Indiana
$76 – – –
HIW
448
Holos Integrated Wealth
Pennsylvania
$69 – – –
BC
449
Barrett & Company
Rhode Island
$67 – – –
FDW
450
Fourth Dimension Wealth
Ohio
$63 – – –