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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
926
Richardson Financial Services
Massachusetts
$446K -$405K -2,342 -47%
AM
927
AGF Management
Ontario, Canada
$444K -$3.05M -17,667 -87%
TC
928
TownSquare Capital
Utah
$443K +$60.2K +348 +15%
TFA
929
Toth Financial Advisory
Virginia
$442K -$398K -2,300 -47%
GS
930
GTS Securities
Florida
$441K +$15.9K +92 +4%
JSA
931
Jacobson & Schmitt Advisors
Wisconsin
$441K – – –
VW
932
Vantus Wealth
Pennsylvania
$440K +$448K +2,589 New
PP
933
Patron Partners
Texas
$435K +$519 +3 +0.1%
EFG
934
Ethos Financial Group
Pennsylvania
$432K +$345K +1,996 New
SFA
935
Souders Financial Advisors
Ohio
$431K -$3.11K -18 -0.7%
TNA
936
True North Advisors
Texas
$431K -$51.7K -299 -11%
VCA
937
Verdence Capital Advisors
Maryland
$430K +$152K +881 +53%
TPBG
938
Turning Point Benefit Group
Maryland
$429K +$52.4K +303 +14%
GWANC
939
Guardian Wealth Advisors (North Carolina)
North Carolina
$428K -$6.92K -40 -2%
DDC
940
DF Dent & Co
Maryland
$428K +$435K +2,514 New
JSSH
941
J. Safra Sarasin Holding
$427K +$69.3K +401 +19%
BCM
942
Brookstone Capital Management
Illinois
$426K -$40.1K -232 -8%
AP
943
Advisors Preferred
Maryland
$422K -$102K -589 -20%
CIM
944
Cambria Investment Management
California
$421K +$428K +2,474 New
7WCP
945
71 West Capital Partners
Massachusetts
$420K +$140K +807 +48%
BOS
946
Bank of Stockton
California
$420K -$15K -87 -3%
CSPIA
947
Cary Street Partners Investment Advisory
Virginia
$419K -$27.1K -157 -6%
FAM
948
Formidable Asset Management
Ohio
$418K – – –
IP
949
Ignite Planners
California
$416K -$36.8K -213 -8%
JCM
950
Jacobi Capital Management
Pennsylvania
$415K -$34.2K -198 -8%