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Name Holding Trade Value Shares
Change
Change in
Stake
SP
676
Successful Portfolios
Florida
$231K +$24 +1 +0%
CA
677
Crewe Advisors
Utah
$231K +$49.4K +2,060 +26%
FAM
678
Formidable Asset Management
Ohio
$231K +$235K +9,779 New
FWP
679
FAS Wealth Partners
Kansas
$229K -$10.9K -453 -4%
CCM
680
Cohen Capital Management
California
$229K
Fiera Capital (Canada)
681
Fiera Capital (Canada)
Quebec, Canada
$229K +$2.52K +105 +1%
FWM
682
Frontier Wealth Management
Missouri
$228K +$11.4K +476 +5%
Prudential Financial
683
Prudential Financial
New Jersey
$228K +$235K +9,777 New
MIM
684
Montgomery Investment Management
Maryland
$226K -$358K -14,900 -61%
BIAS
685
Beacon Investment Advisory Services
New Jersey
$225K -$82.1K -3,421 -26%
AWS
686
Arkfeld Wealth Strategies
Nebraska
$224K -$2.07M -86,448 -90%
VLC
687
Van Leeuwen & Company
New Jersey
$224K
RCA
688
Reitz Capital Advisors
Michigan
$224K +$32.9K +1,371 +17%
CFG
689
Cooper Financial Group
California
$224K +$231K +9,608 New
WJWM
690
Williams Jones Wealth Management
New York
$222K -$249K -10,362 -52%
FLPIM
691
F.L. Putnam Investment Management
Massachusetts
$221K -$44.4K -1,850 -16%
JC
692
Jacobs & Co
California
$221K
CAM
693
Cozad Asset Management
Illinois
$221K +$228K +9,489 New
SBSB
694
Sullivan, Bruyette, Speros & Blaney
Virginia
$219K -$840 -35 -0.4%
WAM
695
Winslow Asset Management
Ohio
$219K
NFG
696
Nations Financial Group
Iowa
$219K +$10.1K +421 +5%
SFG
697
StrategIQ Financial Group
Indiana
$219K +$11.6K +484 +5%
AA
698
Argent Advisors
Louisiana
$219K +$226K +9,432 New
BBNA
699
Bremer Bank National Association
Minnesota
$214K +$219K +9,143 New
MFG
700
Merit Financial Group
Georgia
$213K -$7.37K -307 -3%