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Name Holding Trade Value Shares
Change
Change in
Stake
BP
1101
Broadleaf Partners
Ohio
$240K -$7.38M -42,697 -97%
LSPW
1102
Lake Street Private Wealth
Illinois
$240K
MA
1103
Mutual Advisors
Nebraska
$239K -$20.4K -118 -8%
CCFCSB
1104
Cape Cod Five Cents Savings Bank
Massachusetts
$238K +$242K +1,400 New
CG
1105
Corundum Group
Colorado
$238K +$242K +1,400 New
PA
1106
Pinnacle Associates
New York
$238K +$19.2K +111 +9%
FA
1107
Faithward Advisors
Pennsylvania
$237K +$241K +1,395 New
KA
1108
Kovack Advisors
Florida
$237K +$5.71K +33 +2%
NFG
1109
Nations Financial Group
Iowa
$237K -$18.7K -108 -7%
FCFC
1110
First Commonwealth Financial Corp
Pennsylvania
$237K -$1.04K -6 -0.4%
HAG
1111
HighPoint Advisor Group
Illinois
$237K +$241K +1,393 New
TCBWMS
1112
Texas Capital Bank Wealth Management Services
Texas
$237K +$241K +1,393 New
SB
1113
Sunflower Bank
Texas
$237K -$6.74K -39 -3%
FFN
1114
Focus Financial Network
Minnesota
$237K -$5.53K -32 -2%
SG
1115
StoneX Group
New York
$236K +$240K +1,386 New
BIG
1116
Brookwood Investment Group
Arizona
$233K -$4.67K -27 -2%
FMII
1117
Farmers & Merchants Investments Inc
Nebraska
$232K +$9.86K +57 +4%
GA
1118
GoalVest Advisory
New York
$232K
ISFAN
1119
Investor's Fiduciary Advisor Network
Washington
$229K -$20.2K -117 -8%
YIA
1120
YHB Investment Advisors
Connecticut
$229K +$232K +1,344 New
Koshinski Asset Management
1121
Koshinski Asset Management
Illinois
$228K -$6.05K -35 -3%
N
1122
Natixis
France
$227K -$15.5M -89,827 -99%
CWP
1123
Cyndeo Wealth Partners
Florida
$227K -$6.74K -39 -3%
NC
1124
nVerses Capital
Florida
$227K -$564K -3,260 -71%
PWMAG
1125
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$21.3K +123 +10%