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Name Holding Trade Value Shares
Change
Change in
Stake
SLT
901
St Louis Trust
Missouri
$235K – – –
AT
902
Avalon Trust
New Mexico
$234K – – –
OAS
903
Optivise Advisory Services
Tennessee
$230K +$237K +1,022 New
IC
904
Inscription Capital
Texas
$229K +$236K +1,018 New
DAS
905
Dynamic Advisor Solutions
Arizona
$228K +$20.1K +87 +9%
SOW
906
State of Wyoming
Wyoming
$228K +$12K +52 +5%
PCMC
907
Paragon Capital Management (Colorado)
Colorado
$227K – – –
CA
908
Continuum Advisory
Idaho
$226K +$5.56K +24 +2%
FNBSF
909
First National Bank Sioux Falls
South Dakota
$225K – – –
GWM
910
Grand Wealth Management
Michigan
$225K – – –
PWP
911
Private Wealth Partners
California
$225K – – –
SSW
912
Smith Shellnut Wilson
Mississippi
$225K – – –
RWRC
913
R.W. Roge & Company
New York
$225K – – –
AWM
914
Aprio Wealth Management
Georgia
$224K -$232 -1 -0.1%
FNB
915
Farmers National Bank
Kentucky
$223K -$2.32K -10 -1%
FFN
916
Focus Financial Network
Minnesota
$223K +$232 +1 +0.1%
EFM
917
E Fund Management
China
$222K -$3.71K -16 -2%
CIA
918
Capital Investment Advisors
Georgia
$222K +$1.62K +7 +0.7%
IAA
919
Independent Advisor Alliance
North Carolina
$222K +$228K +985 New
Empower Advisory Group
920
Empower Advisory Group
Colorado
$221K +$2.55K +11 +1%
CSPIA
921
Cary Street Partners Investment Advisory
Virginia
$221K +$7.41K +32 +3%
BBA
922
BLB&B Advisors
Pennsylvania
$221K – – –
FAIM
923
Financial Advocates Investment Management
Washington
$220K +$10.2K +44 +5%
JAM
924
Jupiter Asset Management
United Kingdom
$220K +$226K +977 New
PWPS
925
Pinnacle Wealth Planning Services
Ohio
$217K -$2.55K -11 -1%