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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
226
James Investment Research
Ohio
$1K +$559 +16 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$1K +$874 +25 New
SFG
228
Steward Financial Group
Texas
$1K +$1.01K +29 New
RDIA
229
RE Dickinson Investment Advisors
Iowa
$1K +$1.36K +39 New
KTC
230
Kistler-Tiffany Companies
Pennsylvania
$902
SWA
231
Sutton Wealth Advisors
Florida
$867 -$70 -2 -7%
GWM
232
Geneos Wealth Management
Colorado
$867
SIC
233
SJS Investment Consulting
Ohio
$867 +$490 +14 +127%
AFG
234
Albion Financial Group
Utah
$763
BAAM
235
Baker Avenue Asset Management
California
$763 +$769 +22 New
HPC
236
HM Payson & Co
Maine
$717 +$734 +21 New
MCC
237
Money Concepts Capital
Florida
$694 +$385 +11 +122%
BWAM
238
Boyd Watterson Asset Management
Ohio
$624 +$629 +18 New
DI
239
Disciplined Investments
Oklahoma
$555 -$140 -4 -20%
RWM
240
Raffa Wealth Management
District of Columbia
$520
BCM
241
Bourgeon Capital Management
Connecticut
$416
FA
242
Fiduciary Alliance
South Carolina
$416 +$420 +12 New
PP
243
PFS Partners
New Jersey
$392
GI
244
Gradient Investments
Minnesota
$390
HCP
245
Hexagon Capital Partners
Arkansas
$382
QC
246
Quent Capital
New York
$382
DAM
247
Delta Asset Management
Tennessee
$347 +$350 +10 New
TF
248
TimeScale Financial
Massachusetts
$305
GRP
249
Global Retirement Partners
California
$279
APC
250
Aspire Private Capital
North Carolina
$278