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Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
701
Koshinski Asset Management
Illinois
$360K -$17.2K -438 -5%
FNBOO
702
First National Bank of Omaha
Nebraska
$359K -$21.5K -550 -7%
CC
703
Corsicana & Co
Texas
$358K
HP
704
Holistic Planning
Texas
$358K -$10.8K -275 -3%
CA
705
Cullinan Associates
Kentucky
$357K
VCM
706
Versant Capital Management
Arizona
$357K +$15.1K +385 +5%
SG
707
StoneX Group
New York
$356K -$27.3K -698 -8%
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K -$60.8K -1,551 -17%
GIA
709
Gladstone Institutional Advisory
Florida
$354K -$3.17K -81 -1%
TSW
710
Thompson Siegel & Walmsley
Virginia
$353K +$294K +7,504 New
CFS
711
CRA Financial Services
New Jersey
$347K -$9.79K -250 -3%
RCA
712
Resonant Capital Advisors
Wisconsin
$346K +$288K +7,354 New
RIG
713
RiverFront Investment Group
Virginia
$345K +$287K +7,333 New
CP
714
CenterBook Partners
Connecticut
$344K +$287K +7,324 New
BCM
715
Bayesian Capital Management
New York
$343K +$286K +7,300 New
VWA
716
Visionary Wealth Advisors
Illinois
$342K -$41.4K -1,056 -13%
DWM
717
Diversify Wealth Management
Utah
$342K +$286K +7,301 New
IRP
718
Investment Research Partners
Pennsylvania
$340K -$1.02K -26 -0.4%
FB
719
Fulton Bank
Pennsylvania
$339K -$82.5K -2,106 -23%
SWM
720
Silverlake Wealth Management
Vermont
$338K -$113K -2,874 -29%
PL
721
Plancorp LLC
Missouri
$337K +$1.37K +35 +0.5%
LPAM
722
Lodestar Private Asset Management
California
$336K +$2.63K +67 +0.9%
BCM
723
Birmingham Capital Management
Alabama
$336K
PMG
724
ProVise Management Group
Florida
$335K
SW
725
SteelPeak Wealth
California
$335K +$279K +7,127 New