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Name Holding Trade Value Shares
Change
Change in
Stake
RGC
426
Roberts, Glore & Co
Illinois
$265K
KOCAA
427
Knights of Columbus Asset Advisors
Connecticut
$261K
CIG
428
Cairn Investment Group
Washington
$260K +$236K +4,190 New
IWM
429
IHT Wealth Management
Illinois
$260K -$140K -2,491 -37%
CWM
430
Compass Wealth Management
Connecticut
$260K +$235K +4,185 New
MCC
431
Money Concepts Capital
Florida
$258K +$234K +4,160 New
RJT
432
Raymond James Trust
Florida
$257K -$2.59K -46 -1%
VWM
433
Venturi Wealth Management
Texas
$254K +$230K +4,089 New
BRWA
434
B. Riley Wealth Advisors
Florida
$253K -$1.11M -19,757 -83%
LC
435
Lindbrook Capital
California
$253K -$24.7K -439 -10%
CFB
436
Cullen/Frost Bankers
Texas
$252K +$2.36K +42 +1%
CFO
437
CVA Family Office
Colorado
$251K +$214K +3,810 +1,588%
PMA
438
Prudent Man Advisors
Illinois
$251K +$228K +4,053 New
MA
439
Mutual Advisors
Nebraska
$251K -$3.94K -70 -2%
SWP
440
Stratos Wealth Partners
Ohio
$249K +$226K +4,020 New
FNBOH
441
First National Bank of Hutchinson
Kansas
$247K +$224K +3,984 New
KP
442
Keel Point
Alabama
$247K -$29.9K -531 -12%
RCM
443
Regency Capital Management
Hawaii
$246K +$223K +3,961 New
RPCONE
444
Retirement Planning Company of New England
Rhode Island
$245K +$222K +3,942 New
EWA
445
Exencial Wealth Advisors
Oklahoma
$244K +$221K +3,937 New
FHA
446
First Horizon Advisors
Tennessee
$243K -$15.7K -279 -7%
WANY
447
Wealthspire Advisors (New York)
New York
$242K +$219K +3,894 New
MCC
448
Malaga Cove Capital
California
$241K -$7.54K -134 -3%
CMS
449
Capital Market Strategies
Florida
$239K -$28.1K -500 -11%
NB
450
NBT Bank
New York
$232K +$211K +3,743 New