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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
676
MFA Wealth Advisors
Pennsylvania
$377K – – –
Northwestern Mutual Wealth Management
677
Northwestern Mutual Wealth Management
Wisconsin
$377K +$19.9K +200 +6%
APW
678
Aurora Private Wealth
New Jersey
$376K +$22.9K +230 +7%
RDWM
679
Red Door Wealth Management
Tennessee
$373K +$27.8K +280 +8%
MA
680
MONECO Advisors
Connecticut
$372K -$39.8K -400 -10%
CCA
681
Conservest Capital Advisors
Pennsylvania
$369K – – –
IHL
682
Investment House LLC
California
$368K – – –
JWM
683
JGP Wealth Management
Oregon
$368K – – –
BC
684
Burney Company
Virginia
$367K +$29.8K +300 +9%
OAM
685
Oberweis Asset Management
Illinois
$367K +$357K +3,590 New
DCM
686
Donaldson Capital Management
Indiana
$361K – – –
WAAG
687
Wealth Alliance Advisory Group
Kansas
$360K -$35.8K -360 -9%
CWM
688
Circle Wealth Management
New Jersey
$359K – – –
NRI
689
NFP Retirement Inc
California
$358K – – –
PFA
690
Paradigm Financial Advisors
Missouri
$358K -$104K -1,050 -23%
GIM
691
Grassi Investment Management
California
$356K – – –
RA
692
RFG Advisory
Alabama
$355K -$22.9K -230 -6%
FHC
693
First Heartland Consultants
Missouri
$355K -$18.9K -190 -5%
AFP
694
Ausdal Financial Partners
Iowa
$352K +$11.9K +120 +4%
BFS
695
Baskin Financial Services
Ontario, Canada
$351K +$2.98K +30 +0.9%
PCIA
696
Prime Capital Investment Advisors
Kansas
$346K +$20.9K +210 +7%
AO
697
Advisor OS
Illinois
$345K +$71.6K +720 +27%
GA
698
Greytown Advisors
Florida
$342K – – –
GA
699
GFS Advisors
Texas
$338K +$74.6K +750 +29%
PMFA
700
Plante Moran Financial Advisors
Michigan
$338K +$194K +1,950 +144%