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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
651
OmniStar Financial Group
North Carolina
$164K +$193K +1,286 New
LC
652
Lindbrook Capital
California
$161K -$86K -573 -31%
LIA
653
LS Investment Advisors
Michigan
$160K
MSFP
654
Mark Sheptoff Financial Planning
Connecticut
$153K
TSW
655
Thompson Siegel & Walmsley
Virginia
$149K -$14.3K -95 -7%
TFS
656
TrustCore Financial Services
Tennessee
$143K -$7.65K -51 -4%
PA
657
Procyon Advisors
Connecticut
$137K +$14.7K +98 +10%
GSWM
658
Golden State Wealth Management
California
$136K +$160K +1,066 New
SBSB
659
Sullivan, Bruyette, Speros & Blaney
Virginia
$131K +$15.2K +101 +11%
NFG
660
Next Financial Group
Texas
$129K +$102K +682 +205%
FCT
661
Family Capital Trust
Massachusetts
$128K
NIT
662
NumerixS Investment Technologies
British Columbia, Canada
$127K -$30K -200 -17%
TAIM
663
TD Ameritrade Investment Management
Nebraska
$126K -$5.1K -34 -3%
LWM
664
Liberty Wealth Management
California
$125K
EW
665
Evoke Wealth
California
$122K -$107K -713 -43%
FHA
666
First Horizon Advisors
Tennessee
$119K -$31.7K -211 -18%
SIC
667
Salem Investment Counselors
North Carolina
$107K
BEAM
668
Baker Ellis Asset Management
Washington
$106K -$60K -400 -32%
CFG
669
Citizens Financial Group
Rhode Island
$106K +$2.7K +18 +2%
CWP
670
CFM Wealth Partners
Texas
$103K +$122K +814 New
SNT
671
Security National Trust
West Virginia
$102K
SIM
672
Sonora Investment Management
Arizona
$97K -$10.1K -67 -8%
QCMC
673
Quantum Capital Management (California)
California
$96K +$1.8K +12 +2%
SAM
674
S.A. Mason
Michigan
$95K
CI
675
CX Institutional
Indiana
$94K