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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
Biltmore Wealth Management
Arizona
$642K – – –
IA
852
Inspire Advisors
Idaho
$640K +$3.77K +34 +0.6%
Sowell Financial Services
853
Sowell Financial Services
Arkansas
$639K -$63.4K -572 -9%
Plancorp LLC
854
Plancorp LLC
Missouri
$639K -$443 -4 -0.1%
CGFA
855
Colton Groome Financial Advisors
North Carolina
$638K -$531K -4,790 -45%
SMC
856
Smith, Moore & Co
Missouri
$632K +$2.55K +23 +0.4%
Smartleaf Asset Management
857
Smartleaf Asset Management
Massachusetts
$629K +$8.87K +80 +1%
QFA
858
Quantum Financial Advisors
California
$629K -$1.55K -14 -0.2%
CoreCap Advisors
859
CoreCap Advisors
Michigan
$623K +$158K +1,427 +34%
CYG
860
Clean Yield Group
Vermont
$621K -$24.5K -221 -4%
SW
861
SkyOak Wealth
Michigan
$621K – – –
CWA Asset Management Group
862
CWA Asset Management Group
Florida
$619K -$43.4K -392 -6%
TAM
863
Trust Asset Management
Texas
$614K – – –
World Investment Advisors
864
World Investment Advisors
California
$613K -$78.9K -712 -11%
OL
865
one8zero8 LLC
North Carolina
$610K – – –
Diversified Trust
866
Diversified Trust
Tennessee
$610K -$128K -1,154 -17%
GXJ
867
Global X Japan
Japan
$607K +$20.4K +184 +3%
EFS
868
Essex Financial Services
Connecticut
$606K +$61.7K +557 +11%
IC
869
Inscription Capital
Texas
$606K -$149K -1,347 -20%
WCA
870
Westover Capital Advisors
Delaware
$603K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
871
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$601K +$6.1K +55 +1%
AIA
872
AssuredPartners Investment Advisors
Florida
$599K -$307K -2,766 -34%
Diversify Wealth Management
873
Diversify Wealth Management
Utah
$599K +$191K +1,721 +50%
FCFC
874
First Citizens Financial Corp
Iowa
$598K – – –
HWMG
875
Hurlow Wealth Management Group
Indiana
$598K +$332 +3 +0.1%