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Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
751
Garrett Wealth Advisory Group
Texas
$791K +$783 +9 +0.1%
STA
752
Summit Trail Advisors
New York
$787K +$142K +1,637 +23%
CSC
753
Caldwell Sutter Capital
California
$786K -$4.09K -47 -0.5%
BA
754
Bristlecone Advisors
Washington
$782K -$7.05K -81 -0.9%
MMPW
755
Mitchell McLeod Pugh & Williams
Alabama
$781K +$17.4K +200 +2%
AMG
756
Advisors Management Group
Wisconsin
$780K +$41.1K +472 +6%
SAM
757
Smartleaf Asset Management
Massachusetts
$777K +$296K +3,406 +65%
AMIM
758
Aull & Monroe Investment Management
Alabama
$776K
TCM
759
Tradewinds Capital Management
Washington
$775K +$6.44K +74 +0.9%
CMF
760
Counterpoint Mutual Funds
California
$775K +$740K +8,502 New
GPA
761
Garrison Point Advisors
California
$773K -$87K -1,000 -11%
CRWM
762
Castle Rock Wealth Management
California
$768K +$111K +1,271 +19%
OIA
763
OneDigital Investment Advisors
Kansas
$762K +$39.6K +455 +6%
SIA
764
Schechter Investment Advisors
Michigan
$762K +$36.5K +419 +5%
NRS
765
Neville Rodie & Shaw
New York
$758K
MFA
766
Mayflower Financial Advisors
Massachusetts
$758K +$139K +1,599 +24%
SAM
767
SignalPoint Asset Management
Missouri
$756K -$38.1K -438 -5%
HTIM
768
Harbour Trust & Investment Management
Indiana
$755K
CWM
769
C2C Wealth Management
Arizona
$755K
UB
770
UMB Bank
Missouri
$754K -$23.5K -270 -3%
TSMHT
771
Thurston Springer Miller Herd & Titak
Indiana
$751K +$159K +1,826 +29%
S
772
SignatureFD
Georgia
$750K +$53.9K +620 +8%
CPL
773
CAP Partners LLC
Tennessee
$745K -$9.92K -114 -1%
SC
774
Savant Capital
Illinois
$744K +$130K +1,498 +22%
SMF
775
Sterling Manor Financial
New York
$743K