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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
BlackDiamond Wealth Management
New York
$245K +$19.5K +169 +9%
SEEDPG
802
S.E.E.D. Planning Group
New York
$242K -$11.5K -100 -5%
PS
803
Principal Securities
Iowa
$242K +$1.96K +17 +0.8%
AIP
804
Ameritas Investment Partners
Nebraska
$241K -$20.8K -180 -8%
FRA
805
Frank Rimerman Advisors
California
$240K -$7.85K -68 -3%
FAG
806
Fortitude Advisory Group
Washington
$236K – – –
AWM
807
Aprio Wealth Management
Georgia
$235K -$94.1K -815 -29%
SSCA
808
South Shore Capital Advisors
Massachusetts
$235K – – –
CMMS
809
Comprehensive Money Management Services
Florida
$233K +$228K +1,975 New
MFS
810
Mirabella Financial Services
United Kingdom
$232K -$28.4K -246 -11%
CCC
811
Chelsea Counsel Company
California
$232K – – –
MAG
812
Meadowbrook Advisors Group
New Jersey
$229K -$99.3K -860 -31%
MCP
813
Miller Capital Partners
Michigan
$229K -$42.4K -367 -16%
KCM
814
Kathmere Capital Management
Pennsylvania
$228K -$17.1K -148 -7%
CWM
815
Cornerstone Wealth Management
Missouri
$227K -$112K -970 -34%
BIM
816
Baldwin Investment Management
Pennsylvania
$225K – – –
PE
817
PCM Encore
Colorado
$225K -$2.31K -20 -1%
SI
818
Sava Infond
Slovenia
$225K – – –
DA
819
Dash Acquisitions
California
$222K -$9.58K -83 -4%
PWMAG
820
Pinnacle Wealth Management Advisory Group
New Jersey
$222K -$1.85K -16 -0.8%
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$222K -$5.2K -45 -2%
FA
822
Fermata Advisors
California
$221K +$216K +1,868 New
FCP
823
Fidelis Capital Partners
Florida
$221K +$13.5K +117 +7%
CHC
824
City Holding Co
West Virginia
$219K -$48.5K -420 -18%
NFG
825
Nations Financial Group
Iowa
$218K -$11.9K -103 -5%