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Name Holding Trade Value Shares
Change
Change in
Stake
FG
1101
Foster Group
Iowa
$201K -$325K -672 -57%
PCG
1102
Prosperity Consulting Group
Maryland
$201K +$79.8K +165 +49%
RWM
1103
Revisor Wealth Management
Ohio
$201K +$244K +504 New
CAM
1104
Covenant Asset Management
New Jersey
$200K -$28K -58 -10%
JRSI
1105
Jeter Robert S II
$200K +$206K +427 New
Cohen & Steers
1106
Cohen & Steers
New York
$199K +$96.7K +200 +67%
SIS
1107
Sound Income Strategies
Florida
$198K +$27.6K +57 +13%
RFP
1108
Root Financial Partners
California
$196K +$1.45K +3 +0.6%
AAM
1109
Alphadyne Asset Management
New York
$193K +$234K +485 New
HBW
1110
Hazlett, Burt & Watson
West Virginia
$192K -$1.93K -4 -0.8%
BP
1111
BNP Paribas
France
$191K +$232K +480 New
QC
1112
Quent Capital
New York
$186K -$15.9K -33 -7%
TGY2IT
1113
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$183K -$394K -816 -64%
FHC
1114
First Horizon Corporation
Tennessee
$180K -$141K -291 -39%
OA
1115
Operose Advisors
Wisconsin
$180K -$17.9K -37 -8%
WSC
1116
Wellington Shields & Co
New York
$179K -$266K -550 -55%
TFIPS
1117
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K -$26.6K -55 -11%
MMG
1118
Monetary Management Group
Missouri
$175K +$213K +440 New
FAMI
1119
Fideuram Asset Management (Ireland)
$172K -$5.33M -11,021 -98%
PWPS
1120
Pinnacle Wealth Planning Services
Ohio
$170K +$967 +2 +0.5%
WSFS
1121
Wilmington Savings Fund Society
Delaware
$169K -$107K -221 -34%
NRG
1122
Nemes Rush Group
Michigan
$169K
NP
1123
NorthRock Partners
Minnesota
$167K +$86.5K +179 +74%
HIIFS
1124
Harel Insurance Investments & Financial Services
Israel
$161K +$86.5K +179 +80%
CA
1125
Clearstead Advisors
Ohio
$159K -$362K -749 -65%