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Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
676
L. Roy Papp & Associates
Arizona
$333K
MWM
677
MOKAN Wealth Management
Kansas
$333K
FSC
678
Full Sail Capital
Oklahoma
$331K +$291K +2,760 New
USCWA
679
U.S. Capital Wealth Advisors
Texas
$331K +$291K +2,758 New
PCIA
680
Prime Capital Investment Advisors
Kansas
$330K
HR
681
Hardy Reed
Mississippi
$330K +$22.7K +215 +8%
PGFC
682
Peapack-Gladstone Financial Corp
New Jersey
$329K +$49.4K +468 +20%
SAG
683
SageView Advisory Group
California
$329K +$4.43K +42 +2%
JWCA
684
J.W. Cole Advisors
Florida
$328K +$41.1K +389 +17%
PWP
685
Perfromance Wealth Partners
Illinois
$328K +$289K +2,737 New
WFI
686
West Family Investments
California
$323K +$3.38K +32 +1%
WPC
687
Wedmont Private Capital
Pennsylvania
$322K +$44.7K +423 +18%
KeyBank National Association
688
KeyBank National Association
Ohio
$318K +$25.8K +244 +10%
WFA
689
Wellspring Financial Advisors
Ohio
$317K -$60.7K -575 -18%
FF
690
Fortitude Financial
Washington
$317K
NWAG
691
Net Worth Advisory Group
Utah
$312K -$16.1K -152 -6%
SAI
692
Savvy Advisors Inc
New York
$312K +$275K +2,601 New
Parnassus Investments
693
Parnassus Investments
California
$311K +$23.4K +222 +9%
FFP
694
FourThought Financial Partners
Florida
$311K +$274K +2,591 New
WWM
695
Whalen Wealth Management
Nevada
$309K -$1.61M -15,206 -86%
TPA
696
Trivium Point Advisory
Connecticut
$309K +$6.23K +59 +2%
BC
697
Burney Company
Virginia
$306K
RCAG
698
Rehmann Capital Advisory Group
Michigan
$306K +$14.8K +140 +6%
DWT
699
Dorsey & Whitney Trust
South Dakota
$305K +$10.5K +99 +4%
GM
700
GeoWealth Management
Illinois
$304K +$243K +2,303 +997%