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Name Holding Trade Value Shares
Change
Change in
Stake
BSA
851
Bull Street Advisors
Georgia
$729K – – –
HI
852
Harbour Investments
Wisconsin
$722K +$36.4K +346 +5%
CFD
853
Creative Financial Designs
Indiana
$718K +$5.46K +52 +0.8%
PCS
854
Private Client Services
Kentucky
$713K -$84K -799 -11%
JIP
855
Jaffetilchin Investment Partners
Florida
$712K -$12.5K -119 -2%
HIM
856
Hanlon Investment Management
New Jersey
$712K +$50.4K +480 +8%
GC
857
Grimes & Company
Massachusetts
$707K +$2.84K +27 +0.4%
IFG
858
Independent Financial Group
California
$703K +$28.4K +270 +4%
IAMOG
859
Investors Asset Management of Georgia
Georgia
$698K -$31.4K -299 -4%
CFAM
860
Center For Asset Management
Florida
$697K +$11.3K +108 +2%
AC
861
AXQ Capital
New Jersey
$696K +$694K +6,603 New
WBWA
862
William B. Walkup & Associates
South Carolina
$696K +$18.7K +178 +3%
WCWM
863
Willow Creek Wealth Management
California
$696K -$1.58K -15 -0.2%
PFS
864
Physicians Financial Services
North Carolina
$695K – – –
OL
865
one8zero8 LLC
North Carolina
$692K – – –
GL
866
Graypoint LLC
New York
$692K +$5.78K +55 +0.8%
AWE
867
Avidian Wealth Enterprises
Texas
$689K +$6.2K +59 +0.9%
HIA
868
Harbor Investment Advisory
Maryland
$687K -$5.25K -50 -0.8%
ACM
869
AlphaStar Capital Management
North Carolina
$680K +$678K +6,453 New
APP
870
Avantax Planning Partners
Iowa
$673K +$300K +2,857 +81%
RMC
871
Resources Management Corp
Connecticut
$668K – – –
CAM
872
Carret Asset Management
New York
$667K – – –
AWM
873
Abound Wealth Management
Tennessee
$665K -$60.4K -575 -8%
PWP
874
Phillips Wealth Planners
Mississippi
$665K -$22.5K -214 -3%
CFB
875
Cullen/Frost Bankers
Texas
$660K -$58.1K -553 -8%