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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
526
Legacy Financial Advisors
Kentucky
$298K +$328K +3,127 New
IAN
527
Integrated Advisors Network
Texas
$297K +$10.9K +104 +3%
SFG
528
Sather Financial Group
Texas
$295K -$192K -1,834 -37%
MPAM
529
Murphy Pohlad Asset Management
Minnesota
$294K -$17.8K -170 -5%
BFS
530
Bard Financial Services
Connecticut
$293K
AF
531
Aviso Financial
Ontario, Canada
$292K -$34.1K -325 -10%
QWM
532
Quadcap Wealth Management
Texas
$291K -$18.6K -177 -5%
AWA
533
Aaron Wealth Advisors
Illinois
$290K -$53.2K -507 -14%
CCM
534
Coerente Capital Management
Ontario, Canada
$286K
Group One Trading
535
Group One Trading
Illinois
$285K -$123K -1,171 -28%
BTWM
536
Baker Tilly Wealth Management
Wisconsin
$283K -$212K -2,021 -41%
BCM
537
Brookstone Capital Management
Illinois
$283K +$43.8K +417 +16%
HT
538
Headlands Technologies
Illinois
$280K +$126K +1,204 +70%
PCM
539
Parsons Capital Management
Rhode Island
$279K -$13.6K -130 -4%
PWS
540
Precision Wealth Strategies
Missouri
$277K -$21K -200 -6%
FNT
541
First National Trust
Pennsylvania
$276K -$26.8K -255 -8%
MWM
542
Mission Wealth Management
California
$275K -$48.8K -465 -14%
CHJWM
543
Carlton Hofferkamp & Jenks Wealth Management
Texas
$273K -$55.1K -525 -15%
SAM
544
Smartleaf Asset Management
Massachusetts
$272K +$108K +1,025 +56%
DAS
545
Dynamic Advisor Solutions
Arizona
$271K -$30.9K -294 -9%
GT
546
Glenview Trust
Kentucky
$269K +$1.57K +15 +0.5%
VFM
547
Vision Financial Markets
Connecticut
$269K
PCM
548
Permanent Capital Management
Illinois
$269K +$296K +2,816 New
FC
549
FCA Corp
Texas
$267K
TIAA Trust, National Association
550
TIAA Trust, National Association
North Carolina
$267K -$29.8K -284 -9%