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Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
CapWealth Advisors
Tennessee
$260K
CSP
852
Cary Street Partners
Virginia
$258K -$31K -203 -10%
Empower Advisory Group
853
Empower Advisory Group
Colorado
$258K -$5.04K -33 -2%
HI
854
Horizon Investments
North Carolina
$258K +$11.5K +75 +4%
PAS
855
Park Avenue Securities
New York
$258K +$267K +1,751 New
LFAS
856
Level Four Advisory Services
Texas
$257K +$5.04K +33 +2%
MA
857
MONECO Advisors
Connecticut
$257K -$15.7K -103 -6%
SI
858
Sava Infond
Slovenia
$256K
PWAM
859
Pinnacle West Asset Management
Wyoming
$255K +$3.82K +25 +1%
WG
860
Wealth Group
North Carolina
$254K -$95.1K -623 -27%
BIA
861
Bigelow Investment Advisors
Maine
$254K -$14.5K -95 -5%
SAM
862
Secure Asset Management
Michigan
$254K +$263K +1,724 New
BONH
863
Bank of New Hampshire
New Hampshire
$254K
FFM
864
Forum Financial Management
Illinois
$254K +$263K +1,723 New
AA
865
Apriem Advisors
California
$253K
IIA
866
Integral Investment Advisors
California
$253K
FTWA
867
Fifth Third Wealth Advisors
Ohio
$252K +$69.8K +457 +36%
HWMG
868
Hurlow Wealth Management Group
Indiana
$250K
CCB
869
Country Club Bank
Missouri
$249K
LAM
870
Lummis Asset Management
Texas
$247K +$265K +1,734 New
OIA
871
OneDigital Investment Advisors
Kansas
$247K +$256K +1,674 New
PAM
872
Pegasus Asset Management
New York
$246K
VC
873
Veracity Capital
Georgia
$244K -$1.07K -7 -0.4%
OC
874
Oakworth Capital
Alabama
$242K +$173K +1,130 +219%
JAG
875
Journey Advisory Group
Kentucky
$240K -$1.53K -10 -0.6%