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Name Holding Trade Value Shares
Change
Change in
Stake
PGF
1001
Plan Group Financial
Oklahoma
$302K +$292 +4 +0.1%
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$302K -$30.4K -417 -10%
GS
1003
GTS Securities
Florida
$301K -$335K -4,583 -55%
CA
1004
Callahan Advisors
Texas
$300K +$2.85K +39 +1%
DIA
1005
Dana Investment Advisors
Wisconsin
$299K -$20.2K -277 -7%
ONB
1006
Old National Bancorp
Indiana
$298K -$16.4K -225 -6%
CA
1007
CoreCap Advisors
Michigan
$297K -$32.1K -440 -11%
AIM
1008
Anchor Investment Management
South Carolina
$296K +$1.24K +17 +0.5%
CFP
1009
Cascade Financial Partners
California
$295K +$274K +3,747 New
VAM
1010
Verity Asset Management
North Carolina
$294K
PWP
1011
Principle Wealth Partners
Connecticut
$293K -$17.2K -235 -6%
FW
1012
FirstPurpose Wealth
Utah
$293K -$7.08K -97 -3%
AA
1013
Advisory Alpha
Michigan
$291K +$265K +3,629 New
FCM
1014
Fourpath Capital Management
Oklahoma
$290K +$365 +5 +0.1%
CAC
1015
Certified Advisory Corp
Florida
$290K +$949 +13 +0.4%
CS
1016
Capital Square
Tennessee
$289K
AWM
1017
Accel Wealth Management
Iowa
$287K +$36.1K +495 +16%
KCM
1018
Kathmere Capital Management
Pennsylvania
$287K +$2.34K +32 +0.9%
SAM
1019
Smartleaf Asset Management
Massachusetts
$285K +$217K +2,974 +488%
WSFS
1020
Wilmington Savings Fund Society
Delaware
$285K +$259K +3,554 New
FCMT
1021
Founders Capital Management (Texas)
Texas
$284K
TCOO
1022
Trust Company of Oklahoma
Oklahoma
$282K +$146 +2 +0.1%
CCG
1023
Catalina Capital Group
California
$282K +$257K +3,514 New
GMA
1024
Glassy Mountain Advisors
Maryland
$281K -$32.8K -450 -11%
S
1025
Sunpointe
Missouri
$280K