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Name Holding Trade Value Shares
Change
Change in
Stake
TF
801
Tompkins Financial
New York
$461K +$23.1K +151 +5%
DIM
802
DC Investments Management
Virginia
$461K +$453K +2,960 New
Canada Life
803
Canada Life
Manitoba, Canada
$457K -$59.1M -385,957 -99%
AWM
804
Adams Wealth Management
Utah
$454K +$446K +2,917 New
BFO
805
Boston Family Office
Massachusetts
$451K
HCP
806
Holt Capital Partners
Texas
$449K -$54.6K -357 -11%
BSW
807
Buckingham Strategic Wealth
Missouri
$448K +$13.6K +89 +3%
RA
808
RFG Advisory
Alabama
$445K +$65.2K +426 +18%
AT
809
Arden Trust
Delaware
$444K -$2.6K -17 -0.6%
FG
810
Fiduciary Group
Georgia
$441K +$5.82K +38 +1%
TFS
811
Thoroughbred Financial Services
Tennessee
$439K -$3.21K -21 -0.7%
ACM
812
Allred Capital Management
Texas
$437K
LSAG
813
Lake Street Advisors Group
New Hampshire
$434K +$19K +124 +5%
BHTS
814
Bar Harbor Trust Services
Maine
$433K +$426K +2,782 New
SA
815
Strategic Advisors
New York
$423K -$36.1K -236 -8%
EGA
816
E&G Advisors
Texas
$422K
DAS
817
Dynamic Advisor Solutions
Arizona
$420K -$14.1K -92 -3%
CONA
818
Capital One National Association
New York
$419K +$412K +2,692 New
MSS
819
Mitchell Sinkler & Starr
Pennsylvania
$416K +$19.1K +125 +5%
BSA
820
Bull Street Advisors
Georgia
$415K
SWM
821
SeaCrest Wealth Management
New York
$414K +$25.6K +167 +7%
FHA
822
Flagship Harbor Advisors
Massachusetts
$413K -$2.14K -14 -0.5%
PPSG
823
Princeton Portfolio Strategies Group
New Jersey
$410K
MA
824
Mutual Advisors
Nebraska
$410K +$84.3K +551 +26%
SXL
825
Summit X LLC
Missouri
$408K +$765 +5 +0.2%