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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1501
Peak Financial Advisors
Colorado
$724K -$28 -1 -0%
HBT
1502
Heartland Bank & Trust
Illinois
$724K +$85.7K +3,018 +13%
AIM
1503
Acropolis Investment Management
Missouri
$721K +$44.6K +1,572 +7%
RZH
1504
Relyea Zuckerberg Hanson
Connecticut
$718K +$73.1K +2,573 +11%
FOFP
1505
Fee-Only Financial Planning
South Carolina
$717K -$2.84K -100 -0.4%
MAWA
1506
Moss Adams Wealth Advisors
Washington
$716K +$18.9K +666 +3%
Members Trust
1507
Members Trust
Florida
$711K +$16.3K +573 +2%
MCA
1508
Magnolia Capital Advisors
Mississippi
$710K -$16.2K -572 -2%
FPCG
1509
Forum Private Client Group
Indiana
$710K
PJWM
1510
Philip James Wealth Mangement
Georgia
$708K +$154K +5,425 +28%
OL
1511
Optas LLC
Texas
$707K +$17.9K +632 +3%
MCM
1512
Mainstream Capital Management
California
$706K -$75.8K -2,670 -10%
ARG
1513
Advisory Resource Group
Oklahoma
$706K +$1.9K +67 +0.3%
WH
1514
Willner & Heller
California
$706K -$823 -29 -0.1%
MJRIC
1515
Mogy Joel R Investment Counsel
California
$705K -$13.2K -464 -2%
PWM
1516
Partnership Wealth Management
Maryland
$702K
FB
1517
First Bancorp
Maine
$701K -$89.9K -3,165 -11%
AWS
1518
Arkfeld Wealth Strategies
Nebraska
$700K +$11.8K +415 +2%
SRL
1519
Scientech Research LLC
New Jersey
$700K +$704K +24,787 New
BCM
1520
Becker Capital Management
Oregon
$700K +$58.6K +2,064 +9%
JGIA
1521
Jackson Grant Investment Advisers
Connecticut
$700K +$442K +15,552 +169%
WI
1522
WrapManager Inc
California
$699K -$252K -8,882 -26%
Group One Trading
1523
Group One Trading
Illinois
$698K +$702K +24,728 New
SC
1524
Schubert & Co
Texas
$698K -$15.4K -544 -2%
RWMG
1525
Redwood Wealth Management Group
New Jersey
$693K -$4.8K -169 -0.7%