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Name Holding Trade Value Shares
Change
Change in
Stake
HS
851
Horan Securities
United States
$213K – – –
1SB
852
1ST Source Bank
Indiana
$213K – – –
BRWA
853
B. Riley Wealth Advisors
Florida
$213K +$203K +1,840 New
FCA
854
Fortis Capital Advisors
Kansas
$211K -$44.5K -404 -18%
IGWM
855
ICA Group Wealth Management
Colorado
$210K -$15K -136 -7%
HHAM
856
HITE Hedge Asset Management
Massachusetts
$208K – – –
MWM
857
Madison Wealth Management
Ohio
$208K – – –
NSAM
858
North Star Asset Management
Wisconsin
$208K – – –
TA
859
TFB Advisors
Kansas
$207K -$882 -8 -0.4%
OTL
860
Oak Thistle LLC
New York
$206K +$197K +1,784 New
OTPPB
861
Ontario Teachers' Pension Plan Board
Ontario, Canada
$206K – – –
SA
862
Syntax Advisors
New York
$206K +$196K +1,780 New
VCG
863
Vantage Consulting Group
Virginia
$206K +$196K +1,780 New
AAS
864
Avantax Advisory Services
Texas
$203K +$194K +1,756 New
TFF
865
The Family Firm
Maryland
$203K +$194K +1,756 New
VVP
866
Venture Visionary Partners
Ohio
$201K +$192K +1,740 New
DMBA
867
Deseret Mutual Benefit Administrators
Utah
$196K +$43.6K +396 +31%
WSCM
868
Wellington Shields Capital Management
New York
$194K +$185K +1,680 New
SAM
869
S.A. Mason
Michigan
$192K – – –
TFA
870
Toth Financial Advisory
Virginia
$185K -$11.9K -108 -6%
ABLA
871
Alan B. Lancz & Associates
Ohio
$185K – – –
AG
872
AIA Group
Hong Kong
$181K -$28.2K -256 -14%
RFA
873
Resurgent Financial Advisors
Georgia
$173K +$52K +472 +46%
TFA
874
Transamerica Financial Advisors
Florida
$173K -$178K -1,612 -52%
AssetMark Inc
875
AssetMark Inc
California
$168K +$15.9K +144 +11%