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Name Holding Trade Value Shares
Change
Change in
Stake
PD
1176
Planning Directions
Pennsylvania
$211K -$24.7K -305 -11%
9WM
1177
9258 Wealth Management
Ohio
$211K -$3.15K -39 -1%
W
1178
WealthOne
New York
$211K +$242 +3 +0.1%
CCT
1179
Capital City Trust
Florida
$210K
MPW
1180
Monterey Private Wealth
California
$210K +$204K +2,527 New
AIM
1181
Athena Investment Management
California
$210K +$212K +2,625 New
NL
1182
Navalign LLC
California
$209K -$52.4K -648 -21%
PB
1183
Pinnacle Bancorp
Nebraska
$209K
MA
1184
MCF Advisors
Kentucky
$209K +$207K +2,557 New
ACI
1185
Alpha Cubed Investments
California
$209K +$207K +2,558 New
VA
1186
Valmark Advisers
Ohio
$209K +$207K +2,563 New
APP
1187
Avantax Planning Partners
Iowa
$208K -$37.3K -461 -15%
TIA
1188
Tiemann Investment Advisors
California
$208K -$23.4K -289 -10%
CA
1189
CoreCap Advisors
Michigan
$207K -$808 -10 -0.4%
ZCA
1190
Zeke Capital Advisors
Pennsylvania
$207K +$205K +2,536 New
TFF
1191
The Family Firm
Maryland
$207K +$205K +2,540 New
CG
1192
Caprock Group
Idaho
$206K -$56.2K -695 -22%
RDWM
1193
Red Door Wealth Management
Tennessee
$205K +$203K +2,516 New
CBA
1194
Coastal Bridge Advisors
Connecticut
$204K -$275K -3,399 -58%
SMA
1195
Sage Mountain Advisors
Georgia
$204K -$171K -2,118 -46%
HC
1196
Hoese & Co
Minnesota
$204K
CAI
1197
Capital Advisors Inc
Oklahoma
$204K +$202K +2,500 New
ICM
1198
Islay Capital Management
Texas
$202K -$138K -1,710 -41%
SWA
1199
Sutton Wealth Advisors
Florida
$202K +$1.37K +17 +0.7%
IC
1200
Inscription Capital
Texas
$201K +$198K +2,450 New