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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
801
Avantax Advisory Services
Texas
$262K +$255K +5,729 New
GEA
802
Glen Eagle Advisors
New Jersey
$262K +$4K +90 +2%
TFS
803
TrustCore Financial Services
Tennessee
$261K +$6.93K +156 +3%
CG
804
Colony Group
Massachusetts
$261K +$27.1K +610 +12%
PL
805
Plancorp LLC
Missouri
$259K -$533 -12 -0.2%
NBG
806
Nancy B. Gardiner
$258K
AW
807
Alpha Windward
Massachusetts
$257K -$20.4K -460 -8%
IA
808
IFP Advisors
Florida
$256K -$42.6K -959 -14%
BSW
809
Buckingham Strategic Wealth
Missouri
$255K +$10K +225 +4%
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$254K -$77.6K -1,746 -24%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$253K -$4.36K -98 -2%
FC
812
Ferris Capital
Massachusetts
$252K
STMM
813
South Texas Money Management
Texas
$250K -$5.25K -118 -2%
NP
814
NorthRock Partners
Minnesota
$250K +$244K +5,493 New
NFG
815
Nations Financial Group
Iowa
$249K
TYCC
816
Texas Yale Capital Corp
Florida
$246K
DSI
817
Daiwa SB Investments
Japan
$245K +$239K +5,380 New
GWM
818
Geneos Wealth Management
Colorado
$243K
WP
819
WealthShield Partners
North Carolina
$242K +$46.1K +1,036 +24%
MMA
820
Miracle Mile Advisors
California
$242K +$236K +5,308 New
FNBOO
821
First National Bank of Omaha
Nebraska
$241K -$23.9K -537 -9%
BPB
822
Badgley, Phelps & Bell
Washington
$241K +$13.3K +300 +6%
HR
823
Hayden Royal
North Carolina
$241K +$235K +5,280 New
FMLI
824
Fukoku Mutual Life Insurance
Japan
$237K
HTHT
825
Hemenway Trust Hemenway Trust
New Hampshire
$235K -$2.22K -50 -1%