Name Holding Trade Value Shares
Change
Change in
Stake
KA
951
Kintegral Advisory
New York
$418K -$12.8K -91 -3%
JTF
952
J. Team Financial
Texas
$418K +$193K +1,371 +70%
CAG
953
Crestwood Advisors Group
Massachusetts
$417K +$33.7K +239 +8%
FMI
954
Frec Markets Inc
California
$417K +$466K +3,311 New
AA
955
Addison Advisors
Vermont
$417K +$1.41K +10 +0.3%
DA
956
Detalus Advisors
Missouri
$416K -$25.9K -184 -5%
SDIC
957
South Dakota Investment Council
South Dakota
$415K -$535K -3,800 -54%
FAT
958
First American Trust
California
$413K +$462K +3,283 New
OCM
959
Orion Capital Management
California
$413K +$9.16K +65 +2%
MWM
960
Mission Wealth Management
California
$412K -$5.78K -41 -1%
HAS
961
HBW Advisory Services
California
$411K +$151K +1,070 +49%
PWP
962
Principle Wealth Partners
Connecticut
$410K – – –
VVP
963
Venture Visionary Partners
Ohio
$409K -$14.1K -100 -3%
SWM
964
SHP Wealth Management
Massachusetts
$408K +$457K +3,243 New
PFPG
965
Pinnacle Financial Partners (Georgia)
Georgia
$406K +$455K +3,227 New
MC
966
Machina Capital
France
$400K +$448K +3,181 New
BWP
967
Balboa Wealth Partners
Arizona
$397K +$171K +1,212 +62%
APP
968
Avantax Planning Partners
Iowa
$395K +$41.6K +295 +10%
PWM
969
Parkway Wealth Management
Texas
$394K +$441K +3,133 New
DJSG
970
D.J. St. Germain
Massachusetts
$394K – – –
HPC
971
HM Payson & Co
Maine
$393K -$14.1K -100 -3%
EGA
972
Eagle Global Advisors
Texas
$390K – – –
DAM
973
Deltec Asset Management
New York
$390K +$437K +3,100 New
GI
974
GAMCO Investors
Connecticut
$390K +$171K +1,215 +65%
GWMR
975
GC Wealth Management RIA
Massachusetts
$389K -$1.79M -12,687 -80%