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Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
951
Wealth Advisors of Iowa
Iowa
$425K -$17.6K -275 -3%
FHA
952
Flagship Harbor Advisors
Massachusetts
$424K -$52.6K -821 -9%
BFO
953
Biltmore Family Office
North Carolina
$423K -$11.3K -176 -2%
APP
954
Avantax Planning Partners
Iowa
$422K -$24.1K -377 -4%
FG
955
Fiduciary Group
Georgia
$422K
HCP
956
Hexagon Capital Partners
Arkansas
$422K +$14.6K +228 +3%
Fisher Asset Management
957
Fisher Asset Management
Washington
$422K +$24.2K +378 +5%
RRA
958
Round Rock Advisors
Connecticut
$421K -$2.11K -33 -0.4%
BFS
959
Bard Financial Services
Connecticut
$421K
CAI
960
Capital Advisors Inc
Oklahoma
$421K +$18.1K +282 +4%
SIG
961
Stonegate Investment Group
Alabama
$420K +$521K +8,129 New
JAM
962
Jupiter Asset Management
United Kingdom
$420K +$522K +8,145 New
ACM
963
AlphaStar Capital Management
North Carolina
$419K +$19K +296 +4%
MWM
964
Mission Wealth Management
California
$418K +$31K +484 +6%
DPIM
965
Duff & Phelps Investment Management
Illinois
$416K
RMDI
966
R.M. Davis Inc
Maine
$416K +$177K +2,766 +52%
MIC
967
Meridian Investment Counsel
California
$412K -$10.9K -170 -2%
LAM
968
Lingohr Asset Management
Germany
$412K
SFM
969
Signet Financial Management
New Jersey
$406K -$32.9K -514 -6%
PCIA
970
Prime Capital Investment Advisors
Kansas
$406K +$504K +7,876 New
NIM
971
Northeast Investment Management
Massachusetts
$405K
SC
972
Savant Capital
Illinois
$405K +$31.9K +498 +7%
HA
973
Herold Advisors
New York
$404K +$192 +3 +0%
WI
974
Wahed Invest
New York
$402K -$56K -875 -10%
RIA
975
Realta Investment Advisors
Delaware
$402K +$125K +1,946 +33%