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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
826
City State Bank
Iowa
$392K
LAM
827
L2 Asset Management
Massachusetts
$392K +$25K +49 +7%
QFA
828
Quantum Financial Advisors
California
$390K
KLCM
829
KG&L Capital Management
Louisiana
$390K +$406K +796 New
WIM
830
WealthPlan Investment Management
Nebraska
$389K -$22.4K -44 -5%
MA
831
Mutual Advisors
Nebraska
$386K +$42.8K +84 +12%
SAM
832
Simplify Asset Management
Nevada
$386K +$105K +205 +35%
MCM
833
Manchester Capital Management
Vermont
$384K -$15.3K -30 -4%
ST
834
Smithfield Trust
Pennsylvania
$383K
LFG
835
Larson Financial Group
Missouri
$380K +$11.2K +22 +3%
MF
836
Magnetar Financial
Illinois
$377K +$392K +769 New
CW
837
CreativeOne Wealth
Kansas
$374K +$46.9K +92 +14%
VWA
838
Visionary Wealth Advisors
Illinois
$373K +$97.9K +192 +34%
PAG
839
Private Advisory Group
Washington
$371K +$386K +756 New
PP
840
PDS Planning
Ohio
$370K +$41.8K +82 +12%
VCM
841
Versant Capital Management
Arizona
$368K +$116K +227 +43%
TCM
842
TABR Capital Management
California
$367K -$106K -207 -22%
DWM
843
Drive Wealth Management
Utah
$367K +$382K +749 New
GWM
844
GK Wealth Management
Nevada
$363K +$377K +740 New
LFAS
845
Level Four Advisory Services
Texas
$363K -$772K -1,514 -67%
SCM
846
Shelton Capital Management
Colorado
$362K
QC
847
Quent Capital
New York
$361K +$9.69K +19 +3%
OAM
848
Oxford Asset Management
United Kingdom
$359K +$373K +732 New
TCIIS
849
TIAA-CREF Individual & Institutional Services
New York
$359K +$373K +731 New
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$358K -$377K -740 -50%