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Name Holding Trade Value Shares
Change
Change in
Stake
GA
901
GoalVest Advisory
New York
$2.31M +$60.6K +2,198 +3%
SC
902
Schulhoff & Co
Ohio
$2.29M
PGF
903
Plan Group Financial
Oklahoma
$2.29M +$176K +6,381 +9%
AA
904
Advisory Alpha
Michigan
$2.28M -$59.1K -2,146 -3%
AC
905
AlphaCore Capital
California
$2.26M +$921K +33,419 +75%
DAS
906
Diversify Advisory Services
Utah
$2.26M +$407K +14,754 +23%
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$2.25M +$6.09K +221 +0.3%
BEI
908
Benjamin Edwards Inc
Missouri
$2.25M -$71.6K -2,598 -3%
PA
909
Profund Advisors
Maryland
$2.24M -$213K -7,728 -9%
EP
910
Edgestream Partners
New Jersey
$2.24M -$777K -28,206 -27%
FCM
911
Fieldview Capital Management
Michigan
$2.23M +$2.13M +77,189 New
IAS
912
Insigneo Advisory Services
Florida
$2.22M -$83.3K -3,022 -4%
WGC
913
Watts Gwilliam & Co
Arizona
$2.22M +$1.84M +66,820 +719%
CANC
914
Culbertson A N & Co
Virginia
$2.22M +$54.5K +1,977 +3%
AO
915
Advisor OS
Illinois
$2.2M +$51.3K +1,863 +3%
PWS
916
Precision Wealth Strategies
Missouri
$2.2M +$2.09M +75,885 New
NICM
917
Neo Ivy Capital Management
New York
$2.19M +$43.3K +1,570 +2%
PWG
918
Portside Wealth Group
Utah
$2.18M +$71.3K +2,588 +4%
AF
919
Apexium Financial
Texas
$2.18M -$45.5K -1,651 -2%
JSW
920
Journey Strategic Wealth
New Jersey
$2.17M +$846K +30,684 +69%
KMWM
921
Keudell/Morrison Wealth Management
Oregon
$2.17M -$267K -9,696 -11%
KFP
922
Keystone Financial Planning
Ohio
$2.16M -$5.53M -200,796 -73%
EFM
923
E Fund Management
China
$2.16M +$1.54M +56,000 +299%
MEAC
924
M.E. Allison & Co
Texas
$2.16M +$87.1K +3,159 +4%
TA
925
TrueWealth Advisors
Alabama
$2.16M -$32.4K -1,174 -2%