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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
701
Armstrong Advisory Group
Massachusetts
$982 – – –
OC
702
Oakworth Capital
Alabama
$853 – – –
ECA
703
Elevated Capital Advisors
Utah
$811 – – –
SFS
704
Sunrise Financial Services
Washington
$811 – – –
MS
705
Monetary Solutions
Ohio
$811 +$849 +19 New
B
706
Bayban
Minnesota
$768 – – –
CCWM
707
Cassaday & Co Wealth Management
Virginia
$683 -$3.22K -72 -82%
SVCP
708
Silicon Valley Capital Partners
California
$640 – – –
ADL
709
Asset Dedication LLC
California
$598 +$357 +8 +133%
GCP
710
Gill Capital Partners
Colorado
$597 – – –
BIA
711
Bell Investment Advisors
California
$470 -$15.9K -355 -97%
SMBT
712
Southern Michigan Bank & Trust
Michigan
$384 – – –
PWMA
713
Pension & Wealth Management Advisors
Massachusetts
$341 – – –
T
714
Tidemark
California
$341 – – –
MWM
715
Mosley Wealth Management
California
$213 +$223 +5 New
SWIM
716
Smallwood Wealth Investment Management
New Jersey
$170 – – –
DWM
717
Darwin Wealth Management
Florida
$106 – – –
BW
718
Basepoint Wealth
Iowa
$65 -$5.54K -124 -98%
FC
719
Fusion Capital
South Carolina
– -$7.3M -151,507 Closed
LG
720
Leuthold Group
Minnesota
– -$4.63M -96,085 Closed
RGC
721
Redwood Grove Capital
California
– -$3.93M -81,557 Closed
ANTB
722
AMG National Trust Bank
Colorado
– -$2.72M -56,427 Closed
CA
723
CGN Advisors
Kansas
– -$2.62M -54,331 Closed
PMWMG
724
Parr McKnight Wealth Management Group
Minnesota
– -$1.61M -33,497 Closed
Manulife (Manufacturers Life Insurance)
725
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.13M -23,516 Closed