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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
MV Capital Management
Maryland
$50K +$746 +12 +2%
APP
702
Alpha Paradigm Partners
Illinois
$50K +$46.5K +748 New
CI
703
CX Institutional
Indiana
$49K +$1.37K +22 +3%
FDCDDQ
704
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K – – –
SWA
705
SOA Wealth Advisors
New York
$47K -$2.12K -34 -5%
TCWA
706
Ten Capital Wealth Advisors
Washington
$47K – – –
NFG
707
Next Financial Group
Texas
$45K -$23K -370 -36%
BCA
708
Berman Capital Advisors
Georgia
$44K -$6.47K -104 -13%
FPS
709
Fieldpoint Private Securities
Connecticut
$42K -$39.8K -640 -50%
Jones Financial Companies
710
Jones Financial Companies
Missouri
$42K +$4.73K +76 +13%
PFBT
711
Parkside Financial Bank & Trust
Missouri
$41K +$249 +4 +0.7%
JWM
712
Janiczek Wealth Management
Colorado
$39K +$1.87K +30 +5%
MG
713
MilWealth Group
Wisconsin
$38.2K – – –
CFO
714
CVA Family Office
Colorado
$38K +$35.5K +570 New
IFAM
715
Institutional & Family Asset Management
Colorado
$37K +$249 +4 +0.7%
HFS
716
HBC Financial Services
Washington
$34.4K +$31.1K +500 New
LJHT
717
Laurie J. Hall Trustee
$34K – – –
APWM
718
Atlas Private Wealth Management
New York
$33K -$5.85K -94 -16%
CBT
719
CoreFirst Bank & Trust
Kansas
$33K – – –
CWA
720
Clearview Wealth Advisors
Oregon
$31K – – –
MLFP
721
MPS Loria Financial Planners
Illinois
$31K – – –
WAP
722
Wealthcare Advisory Partners
Pennsylvania
$31K +$29.4K +472 New
LCM
723
Logan Capital Management
Pennsylvania
$30K +$28K +450 New
AIC
724
Ameritas Investment Company
Nebraska
$28.8K -$362K -5,812 -93%
VFA
725
Valeo Financial Advisors
Indiana
$28K -$9.21K -148 -26%