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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
801
HBK Sorce Advisory
Pennsylvania
$362K -$10.6K -16 -3%
DAS
802
Dynamic Advisor Solutions
Arizona
$359K +$46.5K +70 +13%
ACS
803
Archford Capital Strategies
Illinois
$358K -$4.65K -7 -1%
MSAM
804
Moloney Securities Asset Management
Missouri
$358K -$3.98K -6 -1%
LCM
805
Lattice Capital Management
Washington
$356K – – –
IA
806
Inspire Advisors
Idaho
$355K +$37.2K +56 +10%
FHC
807
First Heartland Consultants
Missouri
$354K +$400K +602 New
CWM
808
Connecticut Wealth Management
Connecticut
$354K – – –
VA
809
Verdad Advisers
Massachusetts
$353K -$33.2K -50 -8%
CCFCSB
810
Cape Cod Five Cents Savings Bank
Massachusetts
$353K +$398K +600 New
WAP
811
Wealthcare Advisory Partners
Pennsylvania
$352K +$1.33K +2 +0.3%
FDS
812
Freedom Day Solutions
Texas
$350K -$52.5K -79 -12%
1IA
813
1834 Investment Advisors
Wisconsin
$350K +$125K +188 +46%
GAG
814
GM Advisory Group
New York
$349K -$664 -1 -0.2%
AT
815
American Trust
Kentucky
$347K -$63.1K -95 -14%
ADL
816
Asset Dedication LLC
California
$347K -$15.3K -23 -4%
FBB
817
Fulton Breakefield Broenniman
Maryland
$346K +$17.9K +27 +5%
CFO
818
CVA Family Office
Colorado
$346K +$1.33K +2 +0.3%
OL
819
Optas LLC
Texas
$343K +$1.99K +3 +0.5%
CCA
820
Clearwater Capital Advisors
Illinois
$341K – – –
AAM
821
Alphadyne Asset Management
New York
$340K +$383K +577 New
SIC
822
Salem Investment Counselors
North Carolina
$338K -$67.7K -102 -15%
CT
823
Caldwell Trust
Florida
$338K – – –
GSEP
824
Golden State Equity Partners
California
$338K +$7.31K +11 +2%
AFG
825
Atomi Financial Group
New York
$329K +$371K +559 New