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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2326
Northwest Wealth Management
Iowa
$250K +$1.6K +74 +0.6%
MPCG
2327
Matrix Private Capital Group
New York
$249K -$15.3K -711 -6%
BSSFA
2328
Baron Silver Stevens Financial Advisors
Florida
$249K +$248K +11,490 New
LFG
2329
Larson Financial Group
Missouri
$248K -$2.57K -119 -1%
IP
2330
Intellectus Partners
California
$248K +$246K +11,416 New
PTB
2331
Pioneer Trust Bank
Oregon
$247K -$97.1K -4,501 -28%
BHWM
2332
Bay Harbor Wealth Management
Maryland
$246K -$135K -6,280 -36%
CP
2333
Camelot Portfolios
Ohio
$243K +$8.11K +376 +3%
TCOO
2334
Trust Company of Oklahoma
Oklahoma
$243K -$22.4K -1,037 -8%
RW
2335
REDW Wealth
New Mexico
$242K -$23.4K -1,087 -9%
HFA
2336
High Falls Advisors
New York
$242K +$240K +11,139 New
PCMC
2337
Private Capital Management (Colorado)
Colorado
$242K +$242K +11,239 New
DWP
2338
Destiny Wealth Partners
Florida
$241K +$239K +11,073 New
QWM
2339
Quaker Wealth Management
New Jersey
$240K -$121K -5,621 -34%
PBF
2340
Petix & Botte Financial
California
$240K +$16.3K +754 +7%
BWFA
2341
Baltimore-Washington Financial Advisors
Maryland
$239K -$77.4K -3,587 -25%
BDF
2342
Black Diamond Financial
Maryland
$239K
AFA
2343
Atlanta Financial Associates
Georgia
$239K +$237K +11,002 New
RC
2344
Reik & Co
New York
$238K
GAB
2345
German American Bancorp
Indiana
$238K +$237K +10,976 New
LFA
2346
Landmark Financial Advisors
Kentucky
$237K -$34.4K -1,595 -13%
OQS
2347
Occudo Quantitative Strategies
Florida
$237K +$235K +10,912 New
AIA
2348
Arbor Investment Advisors
North Carolina
$236K -$75.7K -3,510 -24%
KFS
2349
Kelly Financial Services
Massachusetts
$236K +$798 +37 +0.3%
SDJVC
2350
St. Denis J. Villere & Co
Louisiana
$235K