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Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
MCF Advisors
Kentucky
$102 – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$96 +$23 +7 +27%
AG
153
AmeriFlex Group
Nevada
$92 – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$87 -$16 -5 -14%
CPG
155
Cornerstone Planning Group
New Jersey
$83 – – –
SWM
156
SHP Wealth Management
Massachusetts
$81 – – –
IAIM
157
International Assets Investment Management
Florida
$75 -$3 -1 -4%
NWS
158
Nvest Wealth Strategies
Ohio
$73 – – –
PWPS
159
Pinnacle Wealth Planning Services
Ohio
$72 – – –
VFM
160
Vision Financial Markets
Connecticut
$70 – – –
GK
161
Graney & King
New York
$64 – – –
IA
162
IFS Advisors
Kansas
$63 – – –
AAP
163
Arax Advisory Partners
Colorado
$59 +$59 +18 +900%
GBT
164
Grove Bank & Trust
Florida
$49 – – –
MMCM
165
Murphy & Mullick Capital Management
New York
$43 – – –
HWP
166
Highline Wealth Partners
California
$43 +$49 +15 New
AAS
167
Ameritas Advisory Services
Nebraska
$38 +$42 +13 New
FLP
168
Financial Life Planners
Arizona
$29 – – –
CFP
169
Comprehensive Financial Planning
Pennsylvania
$29 +$33 +10 New
CI
170
Cordant Inc
Oregon
$29 +$33 +10 New
GSWM
171
Golden State Wealth Management
California
$23 -$82 -25 -76%
NF
172
Napier Financial
Massachusetts
$23 – – –
TIM
173
Thompson Investment Management
Wisconsin
$23 – – –
DFA
174
DHJJ Financial Advisors
Illinois
$21 – – –
IFWM
175
Institute for Wealth Management
Colorado
$21 +$23 +7 New