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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1126
Capital Advisory Group Advisory Services
Minnesota
$243K +$3.87K +33 +2%
XSC
1127
X-Square Capital
Puerto Rico
$241K -$117K -1,000 -32%
SA
1128
Strategic Advisors
New York
$240K -$4.58K -39 -2%
CCB
1129
Cutter & Co Brokerage
Missouri
$240K +$4.34K +37 +2%
FM
1130
Foster & Motley
Ohio
$239K -$5.87K -50 -2%
PMFA
1131
Plante Moran Financial Advisors
Michigan
$239K
MFA
1132
Mayflower Financial Advisors
Massachusetts
$239K +$15.3K +130 +7%
CF
1133
Centaurus Financial
California
$238K +$43.3K +369 +21%
PL
1134
Plancorp LLC
Missouri
$237K +$23.7K +202 +11%
MFG
1135
Merit Financial Group
Georgia
$236K -$12.4K -106 -5%
CWM
1136
Centric Wealth Management
Illinois
$236K
4WM
1137
44 Wealth Management
Oregon
$234K +$5.17K +44 +2%
AWAP
1138
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$7.63K +65 +3%
SFWC
1139
Strategic Family Wealth Counselors
New Jersey
$234K +$247K +2,100 New
MBT
1140
Montecito Bank & Trust
California
$233K +$245K +2,083 New
ARG
1141
Advisory Resource Group
Oklahoma
$232K +$243K +2,074 New
FRA
1142
Frank Rimerman Advisors
California
$230K +$31.8K +271 +15%
EWM
1143
Empirical Wealth Management
Washington
$230K -$476K -4,052 -66%
CT
1144
Caldwell Trust
Florida
$229K
FM
1145
Freemont Management
Switzerland
$228K +$240K +2,041 New
PFM
1146
Peak Financial Management
Massachusetts
$227K -$48.1K -410 -17%
SIMG
1147
Stephens Investment Management Group
Texas
$226K -$37.8K -322 -14%
ACI
1148
Alpha Cubed Investments
California
$225K -$78.7K -670 -25%
MCM
1149
Maryland Capital Management
Maryland
$225K -$24.1K -205 -9%
QC
1150
QCM Cayman
Texas
$225K +$236K +2,012 New