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Name Holding Trade Value Shares
Change
Change in
Stake
ATWA
3426
Arbor Trust Wealth Advisors
Michigan
$312K -$31.2K -90 -11%
SP
3427
SWS Partners
Ohio
$312K -$200K -577 -45%
VFG
3428
V2 Financial group
Illinois
$312K
PFG
3429
Pinnacle Financial Group
Illinois
$312K +$4.51K +13 +2%
NCM
3430
Nelson Capital Management
California
$310K
BA
3431
BCM Advisors
Louisiana
$309K -$148K -427 -39%
GK
3432
Graney & King
New York
$309K -$11.8K -34 -5%
SC
3433
Solstein Capital
California
$309K -$10.4K -30 -4%
RA
3434
Ransom Advisory
Rhode Island
$308K
IPW
3435
IronBridge Private Wealth
Texas
$307K +$240K +691 New
KOMWMG
3436
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$307K -$27.7K -80 -10%
TWM
3437
Tanager Wealth Management
United Kingdom
$306K +$16.6K +48 +8%
WRM
3438
Weybosset Research & Management
Rhode Island
$305K
BAS
3439
Brueske Advisory Services
Washington
$305K +$238K +685 New
DA
3440
Detalus Advisors
Missouri
$305K +$238K +685 New
RPGNY
3441
Retirement Planning Group (New York)
New York
$305K +$238K +685 New
CPA
3442
Cathy Pareto & Associates
Florida
$304K -$694 -2 -0.3%
GIA
3443
Goodwin Investment Advisory
Georgia
$304K
RK
3444
Rather & Kittrell
Tennessee
$302K +$236K +680 New
BG
3445
Bahl & Gaynor
Ohio
$302K
JE
3446
JMAC Enterprises
Pennsylvania
$302K
BA
3447
Bellwether Advisors
Nebraska
$302K +$17.7K +51 +8%
NJIM
3448
Nabity-Jensen Investment Management
Nebraska
$301K
BFPW
3449
BOK Financial Private Wealth
Colorado
$300K
E3F
3450
Eight 31 Financial
Texas
$300K +$234K +675 New