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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1051
Monetary Management Group
Missouri
$174K
TSW
1052
Thompson Siegel & Walmsley
Virginia
$174K -$125K -788 -44%
CG
1053
Cutler Group
California
$174K
AF
1054
Allworth Financial
California
$159K +$17.8K +112 +14%
FFA
1055
First Foundation Advisors
California
$156K -$103K -650 -42%
EWA
1056
EverSource Wealth Advisors
Alabama
$151K +$8.56K +54 +7%
PO
1057
Private Ocean
California
$149K
GIS
1058
Grayhawk Investment Strategies
Alberta, Canada
$148K +$135K +851 New
CFO
1059
CVA Family Office
Colorado
$146K +$133K +840 New
PP
1060
Pacifica Partners
Canada
$146K -$3.17K -20 -2%
PMFA
1061
Plante Moran Financial Advisors
Michigan
$143K -$71.2K -449 -35%
NJIM
1062
Nabity-Jensen Investment Management
Nebraska
$143K +$130K +823 New
CFFP
1063
Center for Financial Planning
Michigan
$143K +$9.51K +60 +8%
TCM
1064
Tradewinds Capital Management
Washington
$139K -$4.76K -30 -4%
AA
1065
Alta Advisers
United Kingdom
$139K
BTI
1066
Blue Trust Inc
Georgia
$136K +$44.4K +280 +47%
IGWM
1067
ICA Group Wealth Management
Colorado
$136K +$124K +779 New
WTG
1068
West Tower Group
Virginia
$132K +$120K +758 New
MSG
1069
Main Street Group
Virginia
$131K +$120K +754 New
AEPWM
1070
Atlantic Edge Private Wealth Management
Florida
$131K +$119K +752 New
LFASL
1071
Lugano Financial Advisors SA (LFA)
Switzerland
$130K
SN
1072
Sittner & Nelson
Oregon
$129K
QC
1073
Quent Capital
New York
$120K +$22K +139 +25%
OC
1074
Oakworth Capital
Alabama
$118K
BONH
1075
Bank of New Hampshire
New Hampshire
$117K