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Name Holding Trade Value Shares
Change
Change in
Stake
JTF
951
J. Team Financial
Texas
$418K +$193K +1,371 +70%
CAG
952
Crestwood Advisors Group
Massachusetts
$417K +$33.7K +239 +8%
FMI
953
Frec Markets Inc
California
$417K +$466K +3,311 New
AA
954
Addison Advisors
Vermont
$417K +$1.41K +10 +0.3%
DA
955
Detalus Advisors
Missouri
$416K -$25.9K -184 -5%
SDIC
956
South Dakota Investment Council
South Dakota
$415K -$535K -3,800 -54%
FAT
957
First American Trust
California
$413K +$462K +3,283 New
OCM
958
Orion Capital Management
California
$413K +$9.16K +65 +2%
MWM
959
Mission Wealth Management
California
$412K -$5.78K -41 -1%
HAS
960
HBW Advisory Services
California
$411K +$151K +1,070 +49%
PWP
961
Principle Wealth Partners
Connecticut
$410K
VVP
962
Venture Visionary Partners
Ohio
$409K -$14.1K -100 -3%
SWM
963
SHP Wealth Management
Massachusetts
$408K +$457K +3,243 New
PFPG
964
Pinnacle Financial Partners (Georgia)
Georgia
$406K +$455K +3,227 New
MC
965
Machina Capital
France
$400K +$448K +3,181 New
BWP
966
Balboa Wealth Partners
Arizona
$397K +$171K +1,212 +62%
APP
967
Avantax Planning Partners
Iowa
$395K +$41.6K +295 +10%
PWM
968
Parkway Wealth Management
Texas
$394K +$441K +3,133 New
DJSG
969
D.J. St. Germain
Massachusetts
$394K
HPC
970
HM Payson & Co
Maine
$393K -$14.1K -100 -3%
EGA
971
Eagle Global Advisors
Texas
$390K
DAM
972
Deltec Asset Management
New York
$390K +$437K +3,100 New
GI
973
GAMCO Investors
Connecticut
$390K +$171K +1,215 +65%
GWMR
974
GC Wealth Management RIA
Massachusetts
$389K -$1.79M -12,687 -80%
LIM
975
Leavell Investment Management
Alabama
$389K +$137K +972 +46%