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Name Holding Trade Value Shares
Change
Change in
Stake
TWPM
1426
Total Wealth Planning & Management
Florida
$1.15M +$1.14M +28,169 New
MA
1427
MONECO Advisors
Connecticut
$1.15M -$757K -18,670 -40%
MG
1428
Marex Group
$1.14M +$727K +17,931 +176%
PG
1429
Patten Group
Tennessee
$1.14M -$15K -370 -1%
ISFAN
1430
Investor's Fiduciary Advisor Network
Washington
$1.14M -$101K -2,493 -8%
NDSI
1431
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M -$60.9K -1,501 -5%
PWP
1432
Private Wealth Partners
California
$1.14M -$32.7K -807 -3%
EW
1433
Evoke Wealth
California
$1.14M -$105K -2,579 -8%
MO
1434
McMillan Office
Michigan
$1.14M +$1.13M +27,884 New
PCA
1435
Pallas Capital Advisors
Massachusetts
$1.13M -$2.57M -63,340 -69%
FUBT
1436
First United Bank & Trust
Maryland
$1.13M +$30K +740 +3%
MNBTD
1437
Moody National Bank Trust Division
Texas
$1.13M +$60.6K +1,494 +6%
EA
1438
Emerald Advisors
Washington
$1.13M +$109K +2,676 +11%
FNA
1439
First National Advisers
Nebraska
$1.12M -$225K -5,543 -17%
SOS
1440
Silver Oak Securities
Tennessee
$1.12M -$137K -3,387 -11%
CFD
1441
Creative Financial Designs
Indiana
$1.12M +$10.1K +248 +0.9%
RPGK
1442
Retirement Planning Group (Kansas)
Kansas
$1.12M -$27.2K -670 -2%
CCP
1443
Cassia Capital Partners
North Carolina
$1.12M -$9.17K -226 -0.8%
NFSG
1444
Newbridge Financial Services Group
Florida
$1.12M +$375K +9,251 +51%
CAGAS
1445
Capital Advisory Group Advisory Services
Minnesota
$1.12M -$1.22M -30,183 -52%
MMG
1446
Monetary Management Group
Missouri
$1.11M -$101K -2,500 -8%
SGI
1447
Summit Global Investments
Utah
$1.11M +$735K +18,116 +199%
PCMM
1448
Piedmont Capital Management (Montana)
Montana
$1.11M -$15.7K -388 -1%
ASBI
1449
American State Bank (Iowa)
Iowa
$1.11M +$102K +2,522 +10%
JPWM
1450
Jamison Private Wealth Management
Georgia
$1.11M -$13.8K -341 -1%