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Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1126
Lee, Danner & Bass
Tennessee
$343K
APW
1127
Aventura Private Wealth
Florida
$342K +$394K +1,237 New
AP
1128
Americana Partners
Texas
$341K +$95.6K +300 +32%
DAS
1129
Diversify Advisory Services
Utah
$339K -$8.29K -26 -2%
AWM
1130
Avior Wealth Management
Nebraska
$338K +$113K +355 +31%
SC
1131
Schubert & Co
Texas
$338K -$22K -69 -5%
JFA
1132
JNBA Financial Advisors
Minnesota
$337K -$5.42K -17 -1%
CCG
1133
Chatham Capital Group
Georgia
$336K
PFC
1134
Phocas Financial Corp
California
$334K
WT
1135
Washington Trust
Rhode Island
$334K +$5.74K +18 +2%
BSA
1136
Bull Street Advisors
Georgia
$333K
CS
1137
Capital Square
Tennessee
$333K -$1.59K -5 -0.4%
SPW
1138
Sonoma Private Wealth
California
$332K -$34.7K -109 -8%
BTD
1139
BankPlus Trust Department
Mississippi
$332K +$383K +1,201 New
PP
1140
Pingora Partners
Wyoming
$331K
HSA
1141
HBK Sorce Advisory
Pennsylvania
$331K -$4.14K -13 -1%
GCWM
1142
Graham Capital Wealth Management
District of Columbia
$331K +$4.78K +15 +1%
ISL
1143
Ingalls & Snyder LLC
New York
$331K -$23.9K -75 -6%
TWC
1144
TD Waterhouse Canada
Ontario, Canada
$329K +$86.7K +272 +30%
DWM
1145
Drive Wealth Management
Utah
$329K -$103K -322 -21%
BFPW
1146
BOK Financial Private Wealth
Colorado
$324K -$24.5K -77 -6%
CW
1147
CreativeOne Wealth
Kansas
$323K -$15.3K -48 -4%
ACI
1148
Alpha Cubed Investments
California
$323K -$11.8K -37 -3%
MYLI
1149
Meiji Yasuda Life Insurance
Japan
$322K +$12.8K +40 +4%
CIA
1150
Capital Investment Advisors
Georgia
$319K -$9.88K -31 -3%