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Name Holding Trade Value Shares
Change
Change in
Stake
PGF
1001
Plan Group Financial
Oklahoma
$2.89M +$344K +7,427 +15%
AWA
1002
Arete Wealth Advisors
Illinois
$2.88M -$170K -3,676 -6%
LSA
1003
Leonteq Securities AG
Switzerland
$2.88M -$3.04M -65,613 -53%
IF
1004
Intrua Financial
Texas
$2.86M -$60K -1,294 -2%
IA
1005
Integrity Alliance
Iowa
$2.86M +$156K +3,371 +6%
EIP
1006
Essential Investment Partners
Colorado
$2.85M -$202K -4,360 -7%
BB
1007
Berkshire Bank
Massachusetts
$2.85M -$276K -5,950 -9%
MSFS
1008
Main Street Financial Solutions
Pennsylvania
$2.84M +$44.7K +965 +2%
RMAM
1009
Raab & Moskowitz Asset Management
New Jersey
$2.84M -$167K -3,608 -6%
ORG
1010
Optimist Retirement Group
Washington
$2.84M -$31.4K -677 -1%
A
1011
Argentarii
Ohio
$2.84M +$58.2K +1,255 +2%
CWM
1012
Cornerstone Wealth Management
Missouri
$2.84M +$673K +14,530 +35%
FM
1013
Family Management
New York
$2.83M +$2.61M +56,400 New
CT
1014
Caldwell Trust
Florida
$2.82M +$47.9K +1,033 +2%
MWM
1015
Meridian Wealth Management
Kentucky
$2.8M +$49.4K +1,065 +2%
GVAG
1016
Great Valley Advisor Group
Delaware
$2.79M -$51.4K -1,110 -2%
BMA
1017
Brooks Moore & Associates
Tennessee
$2.79M +$680K +14,679 +36%
CIG
1018
Cullen Investment Group
Louisiana
$2.79M -$2.12M -45,666 -45%
AIA
1019
Affinity Investment Advisors
California
$2.78M +$225K +4,861 +10%
PCM
1020
Palouse Capital Management
Washington
$2.78M +$94.5K +2,038 +4%
MWM
1021
Mission Wealth Management
California
$2.76M +$167K +3,606 +7%
ClearBridge Investments
1022
ClearBridge Investments
New York
$2.75M -$19.5K -421 -0.8%
LFG
1023
Larson Financial Group
Missouri
$2.74M +$705K +15,217 +39%
MHS
1024
M Holdings Securities
Oregon
$2.74M -$459K -9,913 -15%
PWMAG
1025
Pinnacle Wealth Management Advisory Group
New Jersey
$2.73M +$166K +3,579 +7%