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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1001
Mattern Capital Management
Colorado
$302K – – –
PGF
1002
Plan Group Financial
Oklahoma
$302K +$292 +4 +0.1%
BCWM
1003
Bartlett & Co Wealth Management
Ohio
$302K -$30.4K -417 -10%
GS
1004
GTS Securities
Florida
$301K -$335K -4,583 -55%
CA
1005
Callahan Advisors
Texas
$300K +$2.85K +39 +1%
DIA
1006
Dana Investment Advisors
Wisconsin
$299K -$20.2K -277 -7%
ONB
1007
Old National Bancorp
Indiana
$298K -$16.4K -225 -6%
CA
1008
CoreCap Advisors
Michigan
$297K -$32.1K -440 -11%
AIM
1009
Anchor Investment Management
South Carolina
$296K +$1.24K +17 +0.5%
CFP
1010
Cascade Financial Partners
California
$295K +$274K +3,747 New
VAM
1011
Verity Asset Management
North Carolina
$294K – – –
PWP
1012
Principle Wealth Partners
Connecticut
$293K -$17.2K -235 -6%
FW
1013
FirstPurpose Wealth
Utah
$293K -$7.08K -97 -3%
AA
1014
Advisory Alpha
Michigan
$291K +$265K +3,629 New
FCM
1015
Fourpath Capital Management
Oklahoma
$290K +$365 +5 +0.1%
CAC
1016
Certified Advisory Corp
Florida
$290K +$949 +13 +0.4%
CS
1017
Capital Square
Tennessee
$289K – – –
AWM
1018
Accel Wealth Management
Iowa
$287K +$36.1K +495 +16%
KCM
1019
Kathmere Capital Management
Pennsylvania
$287K +$2.34K +32 +0.9%
SAM
1020
Smartleaf Asset Management
Massachusetts
$285K +$217K +2,974 +488%
WSFS
1021
Wilmington Savings Fund Society
Delaware
$285K +$259K +3,554 New
FCMT
1022
Founders Capital Management (Texas)
Texas
$284K – – –
TCOO
1023
Trust Company of Oklahoma
Oklahoma
$282K +$146 +2 +0.1%
CCG
1024
Catalina Capital Group
California
$282K +$257K +3,514 New
GMA
1025
Glassy Mountain Advisors
Maryland
$281K -$32.8K -450 -11%