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