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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
801
Windsor Advisory Group
Ohio
$460K
AA
802
AlphaQ Advisors
Florida
$459K -$55.1K -550 -11%
IAN
803
Integrated Advisors Network
Texas
$457K -$30.4K -303 -6%
JWM
804
Jeppson Wealth Management
California
$453K +$34.9K +348 +9%
IC
805
IEQ Capital
California
$451K -$190K -1,901 -30%
CA
806
Cullinan Associates
Kentucky
$450K +$120K +1,200 +38%
SPC
807
Sigma Planning Corp
Michigan
$444K -$23.9K -239 -5%
AAM
808
Advisors Asset Management
Colorado
$443K -$274K -2,738 -39%
MOS
809
MGO One Seven
Ohio
$443K +$49.1K +490 +13%
PFGIA
810
Patriot Financial Group Insurance Agency
Massachusetts
$442K -$14.2K -142 -3%
DCM
811
Dimension Capital Management
Florida
$442K -$92.7K -925 -18%
KeyBank National Association
812
KeyBank National Association
Ohio
$441K -$61.3K -612 -12%
CGPCS
813
Capital Group Private Client Services
California
$434K
HIA
814
Harbor Investment Advisory
Maryland
$434K -$8.62K -86 -2%
FG
815
Foster Group
Iowa
$429K
SFP
816
Sandbox Financial Partners
Maryland
$426K
II
817
Ibex Investors
Colorado
$424K
QC
818
QCM Cayman
Texas
$423K +$415K +4,143 New
WP
819
WealthPLAN Partners
Nebraska
$420K -$56.8K -567 -12%
PCM
820
Parsons Capital Management
Rhode Island
$418K -$8.01K -80 -2%
WBG
821
Wharton Business Group
Pennsylvania
$417K
MFG
822
Merit Financial Group
Georgia
$411K -$24.2K -242 -6%
SYBT
823
Stock Yards Bank & Trust
Kentucky
$408K
TA
824
Tiedemann Advisors
New York
$408K
EWM
825
Echo Wealth Management
Minnesota
$407K -$9.42K -94 -2%