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Name Holding Trade Value Shares
Change
Change in
Stake
FP
826
Financial Perspectives
Minnesota
$248K
YMRC
827
Yorktown Management & Research Company
Virginia
$247K
RI
828
Ridgewood Investments
New Jersey
$245K -$137K -475 -33%
AWM
829
Apollon Wealth Management
South Carolina
$244K +$53K +184 +24%
CWM
830
Centric Wealth Management
Illinois
$242K
HFS
831
Hantz Financial Services
Michigan
$241K +$111K +386 +70%
CA
832
Calton & Associates
Florida
$240K -$33.4K -116 -11%
SVWAG
833
Sound View Wealth Advisors Group
Georgia
$240K +$61.9K +215 +30%
MS
834
Maven Securities
Jersey
$240K +$268K +931 New
SIM
835
Sonora Investment Management
Arizona
$238K +$144K +500 +118%
WFI
836
West Family Investments
California
$237K +$4.03K +14 +2%
VWA
837
Visionary Wealth Advisors
Illinois
$233K -$8.64K -30 -3%
WG
838
Winton Group
United Kingdom
$232K -$176K -610 -40%
MIFH
839
Migdal Insurance & Financial Holdings
Israel
$232K
SC
840
Saturna Capital
Washington
$232K +$23.1K +80 +10%
IC
841
Inscription Capital
Texas
$232K +$260K +902 New
WF
842
Welch & Forbes
Massachusetts
$231K +$13K +45 +5%
CA
843
Continuum Advisory
Idaho
$229K +$12.4K +43 +5%
AFP
844
Ausdal Financial Partners
Iowa
$228K -$28.2K -98 -10%
RFA
845
Reilly Financial Advisors
California
$228K -$9.51K -33 -4%
AA
846
Ancora Advisors
Ohio
$228K
EMFAT
847
Emerald Mutual Fund Advisers Trust
Pennsylvania
$228K
FANJ
848
Financial Architects (New Jersey)
New Jersey
$228K
MLFP
849
MPS Loria Financial Planners
Illinois
$226K
FTDI
850
First Trust Direct Indexing
Massachusetts
$225K -$13K -45 -5%