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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1251
Leonteq Securities AG
Switzerland
$301K -$554K -1,682 -67%
TW
1252
TrinityPoint Wealth
Connecticut
$301K +$17.1K +52 +7%
VNA
1253
Valley National Advisers
Pennsylvania
$301K -$17.1K -52 -6%
GFA
1254
Grunden Financial Advisory
Texas
$301K +$1.32K +4 +0.5%
SCI
1255
S&CO Inc
Massachusetts
$299K
IAIM
1256
International Assets Investment Management
Florida
$299K -$43.8K -133 -14%
NI
1257
NDVR Inc
Massachusetts
$299K +$21.1K +64 +8%
FWM
1258
Focused Wealth Management
New York
$298K +$988 +3 +0.4%
RCA
1259
Resonant Capital Advisors
Wisconsin
$295K +$268K +813 New
ZIM
1260
Zacks Investment Management
Illinois
$295K +$268K +813 New
HWA
1261
HCR Wealth Advisors
California
$295K
NB
1262
Nicolet Bankshares
Wisconsin
$295K
BMC
1263
Benin Management Corp
Connecticut
$293K
FIA
1264
Foundations Investment Advisors
Arizona
$293K -$10.9K -33 -4%
PTCG
1265
Pring Turner Capital Group
California
$293K
VP
1266
Verum Partners
North Carolina
$293K +$21.4K +65 +9%
FFA
1267
Florida Financial Advisors
Florida
$292K -$50.4K -153 -16%
IFS
1268
Ifrah Financial Services
Arkansas
$291K -$3.95K -12 -1%
AA
1269
Alta Advisers
United Kingdom
$291K
CA
1270
Cullinan Associates
Kentucky
$291K
FTWA
1271
Fifth Third Wealth Advisors
Ohio
$291K +$263K +800 New
SB
1272
Strategic Blueprint
Georgia
$289K +$6.58K +20 +3%
AMIM
1273
Aull & Monroe Investment Management
Alabama
$288K -$5.92K -18 -2%
RMDI
1274
R.M. Davis Inc
Maine
$286K
AFT
1275
Alpha Family Trust
California
$285K