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Name Holding Trade Value Shares
Change
Change in
Stake
TA
726
TrueWealth Advisors
Alabama
$376K +$2.74K +17 +0.7%
BFC
727
Bedel Financial Consulting
Indiana
$375K +$170K +1,055 +81%
APP
728
Avantax Planning Partners
Iowa
$373K
MFG
729
Merit Financial Group
Georgia
$372K +$136K +841 +56%
HBT
730
Hills Bank & Trust
Iowa
$371K -$8.06K -50 -2%
SC
731
Searle & Co
Connecticut
$371K
SFI
732
SPC Financial Inc
Maryland
$367K +$72.6K +450 +24%
PMFA
733
Plante Moran Financial Advisors
Michigan
$366K -$1.13K -7 -0.3%
BHWM
734
Bar Harbor Wealth Management
New Hampshire
$365K -$24K -149 -6%
CAM
735
Cubic Asset Management
Massachusetts
$363K
AIS
736
AM Investment Strategies
Tennessee
$362K -$29.5K -183 -7%
HFAS
737
Hummer Financial Advisory Services
Illinois
$362K
UAML
738
US Asset Management LLC
Pennsylvania
$360K
NICM
739
Neo Ivy Capital Management
New York
$359K +$364K +2,259 New
FNBOMD
740
First National Bank of Mount Dora
Florida
$357K -$53.5K -332 -13%
DF
741
Donoghue Forlines
Massachusetts
$356K +$132K +816 +57%
PCA
742
Prosperity Capital Advisors
Ohio
$356K -$1.29K -8 -0.4%
WG
743
Welch Group
Alabama
$354K -$48.4K -300 -12%
DWM
744
Dakota Wealth Management
Florida
$350K +$147K +912 +71%
SMH
745
Sanders Morris Harris
Texas
$350K +$352K +2,183 New
SS
746
Sunbelt Securities
Texas
$348K -$12.9K -80 -4%
VHAM
747
Van Hulzen Asset Management
California
$348K -$3.94M -24,406 -92%
IAS
748
Insigneo Advisory Services
Florida
$346K +$350K +2,173 New
TAM
749
Tucker Asset Management
Colorado
$345K +$290K +1,800 +488%
BPWM
750
Badgley Phelps Wealth Managers
Washington
$344K -$8.06K -50 -2%