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Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
976
Trust Company of Oklahoma
Oklahoma
$252K – – –
AHC
977
Adell Harriman & Carpenter
Texas
$252K +$259K +3,971 New
PWPS
978
Pinnacle Wealth Planning Services
Ohio
$251K -$3.63M -55,600 -93%
Modera Wealth Management
979
Modera Wealth Management
New Jersey
$250K +$258K +3,949 New
RVPG
980
Relative Value Partners Group
$250K +$257K +3,944 New
CC
981
Copperleaf Capital
North Carolina
$250K +$257K +3,935 New
SWMP
982
Signature Wealth Management Partners
New Jersey
$249K +$256K +3,918 New
FNT
983
First Nebraska Trust
Nebraska
$248K – – –
CS
984
Capital Square
Tennessee
$248K +$236K +3,610 New
SF
985
Symphony Financial
Texas
$246K +$259K +3,960 New
KLWA
986
Kelly Lawrence W & Associates
California
$244K – – –
Vise Technologies
987
Vise Technologies
New York
$243K +$2.61K +40 +1%
CAL
988
Capital Advisors Ltd
Ohio
$243K +$248K +3,805 +16,543%
TC
989
TwinBeech Capital
New York
$243K +$250K +3,829 New
FW
990
FirstPurpose Wealth
Utah
$242K +$249K +3,815 New
SEEDPG
991
S.E.E.D. Planning Group
New York
$242K +$13.6K +209 +6%
SA
992
Syntax Advisors
New York
$241K -$19.1K -292 -7%
VCG
993
Vantage Consulting Group
Virginia
$241K -$19.1K -292 -7%
NC
994
NBW Capital
Massachusetts
$240K +$247K +3,780 New
Avantax Planning Partners
995
Avantax Planning Partners
Iowa
$240K +$247K +3,777 New
CG
996
CFO4Life Group
Texas
$239K +$246K +3,771 New
IFU
997
iSAM Funds (UK)
United Kingdom
$239K +$246K +3,771 New
MCM
998
Mattern Capital Management
Colorado
$239K +$246K +3,767 New
ADMI
999
Albert D. Mason Inc
Massachusetts
$238K +$65 +1 +0%
SWA
1000
Stratos Wealth Advisors
Ohio
$238K +$245K +3,746 New