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Name Holding Trade Value Shares
Change
Change in
Stake
AGP
701
Aspire Growth Partners
Florida
$360K +$3.1K +79 +1%
Koshinski Asset Management
702
Koshinski Asset Management
Illinois
$360K -$17.2K -438 -5%
FNBOO
703
First National Bank of Omaha
Nebraska
$359K -$21.5K -550 -7%
CC
704
Corsicana & Co
Texas
$358K – – –
HP
705
Holistic Planning
Texas
$358K -$10.8K -275 -3%
CA
706
Cullinan Associates
Kentucky
$357K – – –
VCM
707
Versant Capital Management
Arizona
$357K +$15.1K +385 +5%
SG
708
StoneX Group
New York
$356K -$27.3K -698 -8%
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K -$60.8K -1,551 -17%
GIA
710
Gladstone Institutional Advisory
Florida
$354K -$3.17K -81 -1%
TSW
711
Thompson Siegel & Walmsley
Virginia
$353K +$294K +7,504 New
CFS
712
CRA Financial Services
New Jersey
$347K -$9.79K -250 -3%
RCA
713
Resonant Capital Advisors
Wisconsin
$346K +$288K +7,354 New
RIG
714
RiverFront Investment Group
Virginia
$345K +$287K +7,333 New
CP
715
CenterBook Partners
Connecticut
$344K +$287K +7,324 New
BCM
716
Bayesian Capital Management
New York
$343K +$286K +7,300 New
VWA
717
Visionary Wealth Advisors
Illinois
$342K -$41.4K -1,056 -13%
DWM
718
Diversify Wealth Management
Utah
$342K +$286K +7,301 New
IRP
719
Investment Research Partners
Pennsylvania
$340K -$1.02K -26 -0.4%
FB
720
Fulton Bank
Pennsylvania
$339K -$82.5K -2,106 -23%
SWM
721
Silverlake Wealth Management
Vermont
$338K -$113K -2,874 -29%
PL
722
Plancorp LLC
Missouri
$337K +$1.37K +35 +0.5%
LPAM
723
Lodestar Private Asset Management
California
$336K +$2.63K +67 +0.9%
BCM
724
Birmingham Capital Management
Alabama
$336K – – –
PMG
725
ProVise Management Group
Florida
$335K – – –