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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
301
MidWestOne Financial Group
Iowa
$759K -$602K -11,783 -43%
EI
302
Ellevest Inc
New York
$743K -$203K -3,964 -20%
CW
303
Code Waechter
Florida
$733K +$167K +3,277 +28%
SG Americas Securities
304
SG Americas Securities
New York
$733K -$676K -13,237 -47%
ACA
305
American Capital Advisory
Idaho
$730K -$5.26K -103 -0.7%
PFS
306
Prospera Financial Services
Texas
$726K +$24.3K +475 +3%
UWS
307
Unique Wealth Strategies
Illinois
$726K +$171K +3,350 +29%
BRWA
308
B. Riley Wealth Advisors
Florida
$715K +$757K +14,806 New
BFS
309
Bard Financial Services
Connecticut
$711K -$7.66K -150 -1%
PCM
310
Parsons Capital Management
Rhode Island
$711K
SWP
311
Sagespring Wealth Partners
Tennessee
$710K +$162K +3,167 +27%
ASN
312
Advisory Services Network
Georgia
$708K +$7.1K +139 +0.9%
HC
313
Henshaw Capital
Massachusetts
$708K -$564K -11,044 -43%
GWMR
314
GC Wealth Management RIA
Massachusetts
$705K +$78.8K +1,543 +12%
KFSC
315
Keystone Financial Services (Colorado)
Colorado
$689K +$24.7K +483 +4%
CCC
316
Chelsea Counsel Company
California
$688K -$23.8K -465 -3%
MWP
317
Meriwether Wealth & Planning
Louisiana
$674K -$12.2K -239 -2%
BFG
318
Beacon Financial Group
Texas
$670K -$26.8K -524 -4%
TCPW
319
Twin City Private Wealth
North Carolina
$668K +$121K +2,365 +21%
JIC
320
Johnson Investment Counsel
Ohio
$668K +$88.7K +1,736 +14%
PWP
321
Phillips Wealth Planners
Mississippi
$665K +$217K +4,245 +44%
CWM
322
Congress Wealth Management
Massachusetts
$664K +$369K +7,226 +111%
HNB
323
Hilltop National Bank
Wyoming
$662K +$700K +13,705 New
VSQM
324
V-Square Quantitative Management
Illinois
$655K
RCAG
325
Rehmann Capital Advisory Group
Michigan
$655K -$43.2K -846 -6%