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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1476
D.J. St. Germain
Massachusetts
$738K -$1.25K -17 -0.2%
MCM
1477
Massar Capital Management
Connecticut
$737K -$795K -10,837 -51%
SC
1478
Sepio Capital
Utah
$737K -$351K -4,792 -32%
TWPM
1479
Total Wealth Planning & Management
Florida
$736K +$88.4K +1,206 +13%
EWM
1480
Endowment Wealth Management
Wisconsin
$736K – – –
FP
1481
Financial Perspectives
Minnesota
$735K +$561K +7,649 +301%
PCG
1482
Prosperity Consulting Group
Maryland
$734K +$134K +1,832 +22%
CF
1483
Convergence Financial
Missouri
$733K +$35.5K +484 +5%
BAM
1484
Beaumont Asset Management
Texas
$729K -$1.1K -15 -0.1%
RIA
1485
Regal Investment Advisors
Michigan
$729K -$192K -2,613 -21%
SC
1486
Sierra Capital
Florida
$723K +$169K +2,305 +30%
OP
1487
Orvieto Partners
Massachusetts
$722K -$367K -5,000 -33%
AIM
1488
Advyzon Investment Management
Illinois
$721K +$17.7K +241 +2%
LA
1489
LVW Advisors
New York
$718K -$335K -4,573 -31%
PWPS
1490
Pinnacle Wealth Planning Services
Ohio
$714K -$50.9K -694 -7%
MMPW
1491
Mitchell McLeod Pugh & Williams
Alabama
$714K +$5.5K +75 +0.8%
NFG
1492
Nations Financial Group
Iowa
$711K +$20K +273 +3%
FPAS
1493
Focus Partners Advisor Solutions
Missouri
$708K -$1.12M -15,297 -61%
PA
1494
Probity Advisors
Texas
$708K +$111K +1,514 +18%
RC
1495
Rahlfs Capital
Texas
$707K – – –
RIA
1496
Rhodes Investment Advisors
Texas
$705K -$12K -164 -2%
UFA
1497
Unify Financial Advisors
Florida
$702K +$65.8K +897 +10%
PEAK6
1498
PEAK6
Illinois
$701K -$3.85M -52,528 -84%
OFA
1499
Orographic Financial Advisors
Colorado
$697K +$678K +9,253 New
KCM
1500
KRS Capital Management
Michigan
$697K -$25.7K -350 -3%