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Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
WBH Advisory
Maryland
$233K +$191K +2,300 New
FNBT
602
FineMark National Bank & Trust
Florida
$232K +$185K +2,230 New
PFS
603
Prospera Financial Services
Texas
$231K +$184K +2,216 New
CC
604
Courier Capital
New York
$231K +$184K +2,220 New
PPW
605
Pasadena Private Wealth
California
$229K -$79.1K -954 -30%
FAG
606
Fortitude Advisory Group
Washington
$227K +$19.2K +232 +12%
OIA
607
Optimum Investment Advisors
Illinois
$225K +$87K +1,050 +94%
SP
608
Successful Portfolios
Florida
$225K +$179K +2,160 New
TCWM
609
Total Clarity Wealth Management
Illinois
$221K +$3.31K +40 +2%
PP
610
PDS Planning
Ohio
$221K +$176K +2,121 New
PAS
611
Park Avenue Securities
New York
$221K +$177K +2,134 New
MIS
612
Morningstar Investment Services
Illinois
$218K -$282K -3,400 -61%
MWM
613
Meridian Wealth Management
Kentucky
$218K +$175K +2,111 New
VT
614
Vise Technologies
New York
$213K +$169K +2,044 New
MCC
615
Money Concepts Capital
Florida
$213K +$171K +2,058 New
BP
616
BBR Partners
New York
$210K -$119K -1,433 -41%
ACG
617
Allen Capital Group
Nebraska
$210K +$168K +2,024 New
FAIM
618
Financial Advocates Investment Management
Washington
$209K +$166K +2,005 New
SBIA
619
Sheaff Brock Investment Advisors
Indiana
$209K +$167K +2,012 New
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$208K
CICI
621
Capital Investment Counsel Inc
North Carolina
$204K -$141K -1,700 -46%
HGWM
622
Horst & Graben Wealth Management
Oregon
$202K +$161K +1,939 New
MGIA
623
Moneta Group Investment Advisors
Missouri
$201K +$160K +1,933 New
LOIM
624
Liberty One Investment Management
Illinois
$200K -$8.45K -102 -5%
GT
625
Glenview Trust
Kentucky
$200K +$160K +1,926 New