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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
901
Thompson Investment Management
Wisconsin
$575K – – –
PGA
902
Portland Global Advisors
Maine
$574K – – –
RIL
903
Rothschild Investment LLC
Illinois
$571K +$23.7K +111 +4%
TNA
904
True North Advisors
Texas
$569K +$137K +642 +30%
HSA
905
HBK Sorce Advisory
Pennsylvania
$568K -$24.3K -114 -4%
BWM
906
Bullock Wealth Management
Indiana
$565K – – –
CIA
907
Capital Investment Advisors
Georgia
$559K -$40.4K -189 -6%
QCIG
908
Quad-Cities Investment Group
Iowa
$555K – – –
AM
909
AGF Management
Ontario, Canada
$554K -$19.2K -90 -3%
TWA
910
TCI Wealth Advisors
Arizona
$554K +$427 +2 +0.1%
FAM
911
Formidable Asset Management
Ohio
$551K -$61.7K -289 -10%
RWM
912
Revisor Wealth Management
Ohio
$549K -$36.9K -173 -6%
PWS
913
Proactive Wealth Strategies
Georgia
$547K +$1.07K +5 +0.2%
KF
914
Krilogy Financial
Missouri
$546K +$627K +2,938 New
PW
915
PUREfi Wealth
Massachusetts
$546K +$4.06K +19 +0.7%
AF
916
Advisornet Financial
Minnesota
$546K – – –
RE
917
Rydar Equities
Texas
$544K +$66K +309 +13%
SG
918
StoneX Group
New York
$544K +$120K +564 +27%
FWP
919
Falcon Wealth Planning
California
$543K -$44K -206 -7%
GAG
920
GM Advisory Group
New York
$539K +$35.2K +165 +7%
WH
921
Willner & Heller
California
$536K +$1.28K +6 +0.2%
GFP
922
Gryphon Financial Partners
Ohio
$533K -$7.47K -35 -1%
SFA
923
Souders Financial Advisors
Ohio
$533K -$36.9K -173 -6%
JSA
924
Jacobson & Schmitt Advisors
Wisconsin
$532K – – –
AWM
925
Accurate Wealth Management
Florida
$532K +$32.7K +153 +6%