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Name Holding Trade Value Shares
Change
Change in
Stake
Gradient Investments
1751
Gradient Investments
Minnesota
$408K +$24.3K +125 +5%
FCFC
1752
First Commonwealth Financial Corp
Pennsylvania
$408K +$477K +2,456 New
WCP
1753
Wealthcare Capital Partners
Pennsylvania
$405K +$31.3K +161 +7%
WAM
1754
WNY Asset Management
New York
$404K +$194K +996 +69%
CCC
1755
Compass Capital Corp
Massachusetts
$404K +$148K +760 +45%
PAG
1756
Paladin Advisory Group
Iowa
$403K – – –
SFC
1757
Swisher Financial Concepts
Ohio
$403K +$202K +1,038 +75%
SXL
1758
Summit X LLC
Missouri
$402K +$125K +644 +36%
Smartleaf Asset Management
1759
Smartleaf Asset Management
Massachusetts
$401K +$66.9K +344 +17%
TC
1760
Truvestments Capital
Florida
$400K +$267K +1,375 +133%
ACP
1761
Aviance Capital Partners
Florida
$400K +$46.8K +241 +11%
CAGAS
1762
Capital Advisory Group Advisory Services
Minnesota
$400K +$3.5K +18 +0.8%
FAM
1763
Formidable Asset Management
Ohio
$400K +$156K +801 +50%
OFO
1764
OneAscent Family Office
Alabama
$399K +$18.9K +97 +4%
BCM
1765
Barometer Capital Management
Ontario, Canada
$399K -$179K -923 -28%
MCA
1766
Magnolia Capital Advisors
Mississippi
$399K -$17.5K -90 -4%
Sax Wealth Advisors
1767
Sax Wealth Advisors
New Jersey
$398K +$29.9K +154 +7%
PGA
1768
Portland Global Advisors
Maine
$398K -$132K -678 -22%
PGIM Custom Harvest
1769
PGIM Custom Harvest
New Jersey
$398K +$30.9K +159 +7%
OWA
1770
Opal Wealth Advisors
New York
$397K -$33K -170 -7%
SFWC
1771
Strategic Family Wealth Counselors
New Jersey
$397K +$16.7K +86 +4%
Plancorp LLC
1772
Plancorp LLC
Missouri
$396K +$213K +1,096 +85%
Confluence Wealth Services
1773
Confluence Wealth Services
Pennsylvania
$396K +$21.6K +111 +5%
GWSG
1774
GPS Wealth Strategies Group
Colorado
$396K +$30.7K +158 +7%
BLC
1775
Brown, Lisle/Cummings
Rhode Island
$395K +$48.6K +250 +12%