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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1251
Patron Partners
Texas
$294K
CH
1252
Cromwell Holdings
Wyoming
$293K +$306K +886 New
SAM
1253
SignalPoint Asset Management
Missouri
$291K -$34.5K -100 -10%
PCP
1254
Proficio Capital Partners
Massachusetts
$291K +$14.8K +43 +5%
LIM
1255
Leavell Investment Management
Alabama
$290K +$303K +878 New
MSFS
1256
Main Street Financial Solutions
Pennsylvania
$289K -$37.6K -109 -11%
KI
1257
Kapitalo Investimentos
Brazil
$289K -$71.4K -207 -19%
GWANC
1258
Guardian Wealth Advisors (North Carolina)
North Carolina
$288K +$87.2K +253 +41%
RCA
1259
Resonant Capital Advisors
Wisconsin
$287K +$19.3K +56 +7%
HDIM
1260
Hanson & Doremus Investment Management
Vermont
$287K
TLCM
1261
Twin Lakes Capital Management
California
$287K
GFP
1262
Gryphon Financial Partners
Ohio
$287K -$20K -58 -6%
BWP
1263
Balboa Wealth Partners
Arizona
$285K +$82.8K +240 +39%
ZB
1264
Zions Bancorporation
Utah
$285K -$65.5K -190 -18%
RCAG
1265
Rehmann Capital Advisory Group
Michigan
$285K +$42.4K +123 +17%
CAM
1266
Carret Asset Management
New York
$284K -$1.72K -5 -0.6%
EDRH
1267
Edmond de Rothschild Holding
Switzerland
$283K
NDSI
1268
Newman Dignan & Sheerar Inc
Rhode Island
$283K
CWA
1269
CJM Wealth Advisers
Virginia
$282K
SMA
1270
Seven Mile Advisory
New Jersey
$281K -$7.59K -22 -3%
NI
1271
NDVR Inc
Massachusetts
$280K +$8.28K +24 +3%
PFA
1272
Pure Financial Advisors
California
$279K -$67.2K -195 -19%
HFAS
1273
Hummer Financial Advisory Services
Illinois
$278K
IFG
1274
Independent Financial Group
California
$277K +$289K +838 New
SL
1275
Sentry LLC
Tennessee
$276K