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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1526
Beacon Financial Group
Texas
$727K +$695K +3,690 New
AI
1527
Accredited Investors
Minnesota
$725K -$753 -4 -0.1%
CPIG
1528
Chicago Partners Investment Group
Illinois
$723K +$176K +935 +30%
CAGAS
1529
Capital Advisory Group Advisory Services
Minnesota
$720K +$24.1K +128 +4%
GIA
1530
Guyasuta Investment Advisors
Pennsylvania
$718K -$224K -1,190 -25%
FBFS
1531
First Business Financial Services
Wisconsin
$718K – – –
IBOK
1532
Independence Bank of Kentucky
Kentucky
$717K -$157K -833 -19%
IAN
1533
Integrated Advisors Network
Texas
$714K +$8.66K +46 +1%
FWM
1534
Foresight Wealth Management
Utah
$706K -$17.1K -91 -2%
LA
1535
LVW Advisors
New York
$705K +$11.7K +62 +2%
KMWM
1536
Keudell/Morrison Wealth Management
Oregon
$704K -$83.6K -444 -11%
WA
1537
Wambolt & Associates
Colorado
$704K -$24.1K -128 -3%
FNBOH
1538
First National Bank of Hutchinson
Kansas
$704K -$20.2K -107 -3%
PFS
1539
Prospera Financial Services
Texas
$703K -$1.14M -6,069 -63%
MSS
1540
Mitchell Sinkler & Starr
Pennsylvania
$702K +$18.8K +100 +3%
MMA
1541
Miracle Mile Advisors
California
$700K -$154K -818 -19%
OWP
1542
Obermeyer Wealth Partners
Colorado
$696K +$565 +3 +0.1%
MTC
1543
McDaniel Terry & Co
Texas
$696K +$18.8K +100 +3%
DMC
1544
Drexel Morgan & Co
Pennsylvania
$695K – – –
FNC
1545
First National Corp
Massachusetts
$695K +$15.1K +80 +3%
AWM
1546
Avior Wealth Management
Nebraska
$695K +$280K +1,488 +73%
AWS
1547
Arkfeld Wealth Strategies
Nebraska
$692K -$18.8K -100 -3%
SIM
1548
SSI Investment Management
California
$691K -$16K -85 -2%
CCFCSB
1549
Cape Cod Five Cents Savings Bank
Massachusetts
$690K -$94.2K -500 -13%
VCA
1550
Verdence Capital Advisors
Maryland
$689K +$196K +1,039 +42%