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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
551
Beaumont Financial Advisors
Massachusetts
$423K +$38.2K +228 +9%
FC
552
FCA Corp
Texas
$418K
DIA
553
Dana Investment Advisors
Wisconsin
$417K +$119K +711 +34%
HJIM
554
Henry James International Management
New York
$415K
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$411K -$5.53K -33 -1%
DAS
556
Dynamic Advisor Solutions
Arizona
$410K -$10.2K -61 -2%
VA
557
Vident Advisory
Georgia
$407K +$456K +2,726 New
FLPIM
558
F.L. Putnam Investment Management
Massachusetts
$406K -$29K -173 -6%
MP
559
McDonald Partners
Ohio
$405K -$8.37K -50 -2%
IWP
560
Icon Wealth Partners
Texas
$398K -$99.1K -592 -18%
CB
561
Cadence Bank
Mississippi
$398K -$5.86K -35 -1%
DWM
562
Dorchester Wealth Management
Quebec, Canada
$398K
MWM
563
Mission Wealth Management
California
$396K +$3.01K +18 +0.7%
ESB
564
Essex Savings Bank
Connecticut
$390K -$3.35K -20 -0.8%
SC
565
Syon Capital
California
$390K +$437K +2,612 New
SGA
566
Strategic Global Advisors
California
$389K -$30.8K -184 -7%
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$388K -$74.8K -447 -15%
BCM
568
Becker Capital Management
Oregon
$387K -$3.35K -20 -0.8%
CA
569
Clearstead Advisors
Ohio
$383K +$150K +895 +53%
WWM
570
Western Wealth Management
Colorado
$382K +$11.1K +66 +3%
ZIG
571
Zuckerman Investment Group
Illinois
$381K
PCIA
572
Prime Capital Investment Advisors
Kansas
$381K -$50.7K -303 -11%
ABLA
573
Alan B. Lancz & Associates
Ohio
$380K -$33.5K -200 -7%
CGL
574
Clarius Group LLC
Washington
$377K -$127K -758 -23%
S
575
SimplyRich
California
$377K -$290K -1,732 -41%