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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
2301
Valicenti Advisory Services
New York
$312K -$22.6K -481 -7%
TI
2302
Truehand Inc
New Hampshire
$312K
KF
2303
Krilogy Financial
Missouri
$312K +$3.75K +80 +1%
HCA
2304
Horan Capital Advisors
Ohio
$311K -$37.9K -807 -12%
CAM
2305
Cacti Asset Management
Georgia
$310K -$141K -3,000 -33%
SDH
2306
Sloy Dahl & Holst
Washington
$310K -$67K -1,427 -19%
FFWM
2307
Future Financial Wealth Management
Ohio
$310K -$20.9K -446 -7%
CIC
2308
Cutler Investment Counsel
Oregon
$310K -$2.35K -50 -0.8%
AWMG
2309
Alliance Wealth Management Group
New Jersey
$310K +$469 +10 +0.2%
AC
2310
AlphaCore Capital
California
$310K +$12.3K +263 +5%
FA
2311
Fountainhead AM
New Jersey
$306K -$1.97K -42 -0.7%
TF
2312
TRH Financial
Iowa
$305K +$845 +18 +0.3%
FNBOMD
2313
First National Bank of Mount Dora
Florida
$304K -$27.4K -583 -9%
TWM
2314
TriaGen Wealth Management
California
$302K
CAGAS
2315
Capital Advisory Group Advisory Services
Minnesota
$302K +$51.6K +1,100 +23%
WS
2316
Wela Strategies
Georgia
$301K -$23.9K -510 -8%
GWM
2317
Greenhouse Wealth Management
Connecticut
$301K +$1.93K +41 +0.7%
PPW
2318
Pasadena Private Wealth
California
$300K
AA
2319
Advisory Alpha
Michigan
$300K +$6.76K +144 +3%
CAM
2320
Concorde Asset Management
Michigan
$299K -$18K -383 -6%
PF
2321
Phoenix Financial
Israel
$299K -$8.21K -175 -3%
CBFP
2322
Cedar Brook Financial Partners
Ohio
$299K +$15.3K +326 +6%
LD
2323
Lipe & Dalton
New York
$298K -$46.9K -1,000 -15%
CPC
2324
Consolidated Planning Corp
Georgia
$298K
OA
2325
Oxbow Advisors
Texas
$298K