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Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
726
New Age Alpha Advisors
New York
$242K
BB
727
Bell Bank
North Dakota
$240K
LF
728
Lighthouse Financial
Florida
$238K -$191 -1 -0.1%
TWM
729
TRB Wealth Management
Texas
$237K
WWM
730
Western Wealth Management
Colorado
$235K -$18.2K -95 -8%
SI
731
Stephens Inc
Arkansas
$235K +$208K +1,086 New
GRP
732
Global Retirement Partners
California
$234K +$208K +1,085 New
EHWM
733
Eads & Heald Wealth Management
Georgia
$234K +$207K +1,081 New
ECM
734
EagleClaw Capital Management
Massachusetts
$233K +$206K +1,079 New
TPI
735
Trust Point Inc
Wisconsin
$233K +$206K +1,078 New
BW
736
Basepoint Wealth
Iowa
$232K -$19.9K -104 -9%
EFS
737
Essex Financial Services
Connecticut
$232K +$205K +1,072 New
MGIA
738
Moneta Group Investment Advisors
Missouri
$231K +$204K +1,069 New
CAM
739
Claret Asset Management
Quebec, Canada
$230K -$147K -771 -42%
MHC
740
May Hill Capital
Massachusetts
$229K +$203K +1,061 New
PWM
741
Proathlete Wealth Management
Florida
$229K -$169K -884 -45%
IDBONY
742
Israel Discount Bank of New York
New York
$228K +$202K +1,055 New
SL
743
Sentinus LLC
Illinois
$227K +$201K +1,052 New
QWP
744
Quotient Wealth Partners
Texas
$226K -$9.56K -50 -5%
CWM
745
Calamos Wealth Management
Illinois
$226K +$200K +1,046 New
CIA
746
Cladis Investment Advisory
Montana
$225K +$199K +1,040 New
MAC
747
Mason & Associates (California)
California
$224K +$199K +1,038 New
PWPS
748
Pinnacle Wealth Planning Services
Ohio
$223K +$574 +3 +0.3%
IAMOG
749
Investors Asset Management of Georgia
Georgia
$223K +$197K +1,032 New
RCS
750
R2 Capital Strategies
Nebraska
$223K +$197K +1,030 New