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Name Holding Trade Value Shares
Change
Change in
Stake
BC
951
Bartlett & Co
Ohio
$264K -$2.83K -13 -1%
BCWM
952
Bartlett & Co Wealth Management
Ohio
$264K -$2.83K -13 -1%
JWM
953
Janiczek Wealth Management
Colorado
$262K -$10.2K -47 -3%
WAP
954
Wealthcare Advisory Partners
Pennsylvania
$262K +$14.8K +68 +5%
FPIS
955
Financial Planning & Information Services
Wisconsin
$261K – – –
RWA
956
Redhawk Wealth Advisors
Minnesota
$261K +$1.52K +7 +0.5%
WI
957
WrapManager Inc
California
$261K +$68.3K +314 +32%
SC
958
Sierra Capital
Florida
$260K -$123K -567 -30%
CIA
959
Citadel Investment Advisory
Ohio
$259K -$20.7K -95 -7%
ISL
960
Ingalls & Snyder LLC
New York
$259K – – –
TFS
961
TrustCore Financial Services
Tennessee
$259K – – –
BSA
962
Bull Street Advisors
Georgia
$256K -$3.04K -14 -1%
IAN
963
Integrated Advisors Network
Texas
$255K -$21.1K -97 -7%
IAA
964
Independent Advisor Alliance
North Carolina
$254K +$29.8K +137 +12%
JWCA
965
J.W. Coons Advisors
Ohio
$253K -$5.22K -24 -2%
Jones Financial Companies
966
Jones Financial Companies
Missouri
$253K +$29.8K +137 +12%
LDB
967
Lee, Danner & Bass
Tennessee
$252K – – –
CCM
968
Chiron Capital Management
Florida
$252K +$274K +1,258 New
SOW
969
State of Wyoming
Wyoming
$248K +$60.2K +277 +29%
BL
970
Balentine LLC
Georgia
$245K +$266K +1,225 New
FWM
971
Fairhaven Wealth Management
Illinois
$243K – – –
LWAC
972
Laurel Wealth Advisors (California)
California
$242K -$15.4K -71 -6%
DA
973
Detalus Advisors
Missouri
$242K – – –
Lido Advisors
974
Lido Advisors
California
$242K +$78.3K +360 +42%
FA
975
Fiducient Advisors
Illinois
$241K +$1.09K +5 +0.4%