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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2201
Pacifica Partners
Canada
$306K -$4.99K -181 -2%
AA
2202
Argent Advisors
Louisiana
$306K +$52.4K +1,902 +22%
VC
2203
Veery Capital
Delaware
$305K +$11.2K +405 +4%
SFG
2204
Sowa Financial Group
Rhode Island
$305K +$1.1K +40 +0.4%
OPPS
2205
Obsidian Personal Planning Solutions
Maryland
$305K -$15.3K -555 -5%
PPH
2206
Pure Portfolios Holdings
Oregon
$305K +$3.03K +110 +1%
MWM
2207
Mindset Wealth Management
Indiana
$305K +$3.8K +138 +1%
NGA
2208
Naples Global Advisors
Florida
$305K +$44.2K +1,604 +18%
PWM
2209
Prentice Wealth Management
New York
$304K +$289K +10,502 New
FA
2210
Fountainhead AM
New Jersey
$304K +$55.4K +2,009 +24%
SWM
2211
Selective Wealth Management
Virginia
$304K -$49.9K -1,811 -14%
AA
2212
Addison Advisors
Vermont
$303K +$42.2K +1,530 +17%
BFS
2213
BridgePort Financial Solutions
Iowa
$303K +$288K +10,465 New
IP
2214
Investment Partners
Ohio
$303K +$9.84K +357 +4%
GS
2215
GTS Securities
Florida
$303K -$529K -19,212 -65%
OS
2216
Objectivity Squared
South Carolina
$303K
GHA
2217
GW Henssler & Associates
Georgia
$302K +$287K +10,421 New
EG
2218
Ellerson Group
Maryland
$301K
IBOK
2219
Independence Bank of Kentucky
Kentucky
$300K
CFGA
2220
Cambridge Financial Group (Arizona)
Arizona
$300K
TFGT
2221
TS Financial Group (TSFG)
Illinois
$300K +$2.67K +97 +0.9%
HPBT
2222
Hickory Point Bank & Trust
Illinois
$300K -$55.1K -2,000 -16%
WCM
2223
Wedge Capital Management
North Carolina
$299K -$12.8K -465 -4%
POIA
2224
Pin Oak Investment Advisors
Texas
$299K -$24.7K -898 -8%
W
2225
Wealthquest
Ohio
$299K +$25.8K +935 +10%