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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
176
Pinnacle Wealth Management Group
Michigan
$123K
DWT
177
Dorsey & Whitney Trust
South Dakota
$120K +$5.2K +1,286 +5%
ECM
178
Evergreen Capital Management
Washington
$119K +$3.56K +880 +3%
BAM
179
Bellevue Asset Management
Washington
$118K
FFN
180
Focus Financial Network
Minnesota
$118K -$52.4K -12,943 -32%
MCM
181
MAI Capital Management
Ohio
$117K -$6.41K -1,583 -6%
SCP
182
Sivia Capital Partners
California
$116K +$2.01K +496 +2%
WFI
183
West Family Investments
California
$115K +$107K +26,332 New
DC
184
DeDora Capital
California
$112K
MOS
185
MGO One Seven
Ohio
$112K -$8.19K -2,024 -7%
PP
186
PDS Planning
Ohio
$112K -$31.7K -7,839 -23%
SRC
187
Sage Rhino Capital
California
$112K +$4.46K +1,101 +4%
AAS
188
Avantax Advisory Services
Texas
$106K +$41.4K +10,234 +73%
SA
189
Skyline Advisors
Washington
$104K
PAS
190
Park Avenue Securities
New York
$104K +$514 +127 +0.5%
CIBC World Market
191
CIBC World Market
Ontario, Canada
$102K -$10.1K -2,500 -10%
AL
192
Aspiriant LLC
California
$102K +$259 +64 +0.3%
IAIM
193
International Assets Investment Management
Florida
$101K +$11.2K +2,764 +14%
PP
194
Patten & Patten
Tennessee
$99K -$34K -8,390 -27%
OC
195
Oppenheimer & Co
New York
$98.5K -$7.93K -1,961 -8%
VFA
196
Valeo Financial Advisors
Indiana
$97.9K +$15.8K +3,905 +21%
Lido Advisors
197
Lido Advisors
California
$97.3K -$2.76K -681 -3%
CAG
198
Csenge Advisory Group
Florida
$94K +$336 +83 +0.4%
VF
199
Vest Financial
Virginia
$93.9K +$87K +21,496 New
Neuberger Berman Group
200
Neuberger Berman Group
New York
$93.7K +$32.7K +8,083 +60%