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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
676
SYM Financial Corp
Indiana
$247K +$276K +2,803 New
MAM
677
Madison Asset Management
Wisconsin
$246K +$275K +2,800 New
NWAG
678
Net Worth Advisory Group
Utah
$246K -$218K -2,213 -44%
LRPA
679
L. Roy Papp & Associates
Arizona
$245K
FAIM
680
Financial Advocates Investment Management
Washington
$243K -$19.7K -200 -7%
LFG
681
Larson Financial Group
Missouri
$242K +$72.6K +738 +37%
WCM
682
Washburn Capital Management
Florida
$242K
IWA
683
Icon Wealth Advisors
Texas
$241K -$52.2K -531 -16%
DAS
684
Diversify Advisory Services
Utah
$240K +$12.1K +123 +5%
SCP
685
Sivia Capital Partners
California
$238K +$35.2K +358 +15%
IWC
686
Integrated Wealth Concepts
Massachusetts
$237K -$54.5K -554 -17%
DWT
687
Dorsey & Whitney Trust
South Dakota
$237K -$787 -8 -0.3%
FF
688
Fortitude Financial
Washington
$232K
SCA
689
Snowden Capital Advisors
New York
$230K +$256K +2,603 New
HBS
690
Howard Bailey Securities
Indiana
$229K -$4.72K -48 -2%
MWM
691
Moran Wealth Management
Florida
$227K +$35K +356 +16%
KMWM
692
Keudell/Morrison Wealth Management
Oregon
$225K +$252K +2,560 New
BC
693
Burney Company
Virginia
$224K -$22.1K -225 -8%
BCM
694
Barometer Capital Management
Ontario, Canada
$224K +$251K +2,550 New
BTI
695
Blue Trust Inc
Georgia
$224K +$116K +1,184 +87%
FC
696
FCA Corp
Texas
$220K
JGUA
697
John G. Ullman & Associates
New York
$220K
RT
698
Rockland Trust
Massachusetts
$219K
MMA
699
Miracle Mile Advisors
California
$217K -$6.79K -69 -3%
JWCA
700
J.W. Cole Advisors
Florida
$217K +$243K +2,469 New