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Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
376
Second Half Financial Partners
Florida
$451K
KeyBank National Association
377
KeyBank National Association
Ohio
$450K -$41.9K -63 -10%
APA
378
Astoria Portfolio Advisors
New York
$445K +$9.98K +15 +3%
PS
379
Principal Securities
Iowa
$439K -$40.6K -61 -10%
CIA
380
Concurrent Investment Advisors
Florida
$434K +$2K +3 +0.6%
SFA
381
Sequoia Financial Advisors
Ohio
$412K +$39.9K +60 +13%
HIM
382
Hillsdale Investment Management
Ontario, Canada
$411K +$343K +515 New
CRWM
383
Castle Rock Wealth Management
California
$411K +$357K +537 New
Empower Advisory Group
384
Empower Advisory Group
Colorado
$410K
CCS
385
Concentric Capital Strategies
Connecticut
$409K +$95.8K +144 +39%
GC
386
Grimes & Company
Massachusetts
$402K
CWS
387
Confluence Wealth Services
Pennsylvania
$399K +$333K +500 New
RP
388
Regal Partners
Australia
$399K +$333K +500 New
GWM
389
Gilpin Wealth Management
Colorado
$397K
CL
390
Choreo LLC
Illinois
$397K +$4.66K +7 +1%
BWM
391
Bullock Wealth Management
Indiana
$388K +$338K +508 New
AB
392
ANB Bank
Colorado
$387K +$323K +485 New
AWM
393
Ariadne Wealth Management
California
$385K -$87.8K -132 -21%
PWG
394
Portside Wealth Group
Utah
$383K -$47.2K -71 -13%
NAS
395
Nykredit A/S
Denmark
$383K +$319K +480 New
WA
396
WealthTrust Axiom
Pennsylvania
$379K
CA
397
CoreCap Advisors
Michigan
$379K +$316K +475 New
MWM
398
Modern Wealth Management
Kansas
$374K -$106K -160 -25%
KBC Group
399
KBC Group
Belgium
$370K
CFM
400
Compass Financial Management
Florida
$368K +$307K +462 New