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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
476
Physician Wealth Advisors
Utah
$396 -$49 -9 -9%
SEP
477
Signature Equity Partners
Ohio
$395 +$295 +54 +154%
MCM
478
MV Capital Management
Maryland
$365 -$749 -137 -63%
RF
479
Rossby Financial
Florida
$360 +$191 +35 +76%
WWM
480
Wolff Wiese Magana
California
$347 – – –
MWA
481
Medallion Wealth Advisors
Connecticut
$333 – – –
CMA
482
Cedar Mountain Advisors
Oregon
$329 – – –
IPS
483
Investors Portfolio Services
Washington
$324 +$399 +73 New
WAG
484
Wilkerson Advisory Group
Missouri
$293 – – –
VCM
485
Versant Capital Management
Arizona
$244 – – –
VFM
486
Vision Financial Markets
Connecticut
$238 – – –
CIAS
487
CBIZ Investment Advisory Services
Ohio
$230 – – –
CFP
488
Comprehensive Financial Planning
Pennsylvania
$222 – – –
MAS
489
MPWM Advisory Solutions
Georgia
$222 – – –
NECFA
490
New England Capital Financial Advisors
Connecticut
$222 – – –
GIA
491
GHP Investment Advisors
Colorado
$218 – – –
CI
492
Cordant Inc
Oregon
$201 +$246 +45 New
QWM
493
Quaker Wealth Management
New Jersey
$200 – – –
CWM
494
Cranbrook Wealth Management
Michigan
$190 – – –
BCM
495
Blume Capital Management
California
$183 – – –
FGA
496
Fortis Group Advisors
New Jersey
$178 – – –
RCM
497
Ravenstone Capital Management
$155 – – –
PS
498
Planning Strategies
Pennsylvania
$147 +$180 +33 New
HHGA
499
Halbert Hargrove Global Advisors
California
$142 +$175 +32 New
SFS
500
Sunrise Financial Services
Washington
$133 – – –