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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1176
Tocqueville Asset Management
New York
$221K +$222K +1,177 New
CBT
1177
Central Bank & Trust
Kentucky
$221K +$5.09K +27 +2%
CG
1178
CFO4Life Group
Texas
$221K +$18.6K +99 +9%
BB
1179
Busey Bank
Illinois
$220K -$3.01K -16 -1%
OWP
1180
ORG Wealth Partners
Texas
$219K -$372K -1,974 -63%
DAS
1181
Dynamic Advisor Solutions
Arizona
$218K -$32.8K -174 -13%
MYIA
1182
Mount Yale Investment Advisors
Colorado
$217K -$4.14K -22 -2%
HWA
1183
Heartwood Wealth Advisors
Virginia
$214K – – –
CWP
1184
Capital Wealth Planning
Florida
$213K +$753 +4 +0.4%
OCA
1185
OpenArc Corporate Advisory
Georgia
$213K +$213K +1,132 New
MUMSS
1186
Mitsubishi UFJ Morgan Stanley Securities
Japan
$212K +$213K +1,129 New
QPWM
1187
Quadrant Private Wealth Management
Pennsylvania
$212K +$213K +1,129 New
DMBA
1188
Deseret Mutual Benefit Administrators
Utah
$212K – – –
EWM
1189
Empirical Wealth Management
Washington
$211K -$55K -292 -21%
SGI
1190
Summit Global Investments
Utah
$211K -$2.45K -13 -1%
SSG
1191
Summit Securities Group
New York
$210K +$202K +1,071 +2,279%
GWAM
1192
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K -$37.3K -198 -15%
AWA
1193
Alta Wealth Advisors
Massachusetts
$210K – – –
CMBA
1194
C.M. Bidwell & Associates
Hawaii
$207K – – –
PAS
1195
PKS Advisory Services
New York
$206K -$12.8K -68 -6%
FCM
1196
Fourpath Capital Management
Oklahoma
$206K +$14.7K +78 +8%
STS
1197
SG Trading Solutions
Utah
$206K +$206K +1,096 New
FEM
1198
Fulcrum Equity Management
Texas
$203K +$204K +1,081 New
RA
1199
Ritter Alpha
New York
$203K +$203K +1,077 New
IIL
1200
Income Insurance Ltd
$202K +$202K +1,075 New