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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1051
Level Four Advisory Services
Texas
$243K -$50.8K -1,002 -15%
YIH
1052
Y-Intercept (HK)
Hong Kong
$243K +$280K +5,530 New
PWM
1053
Perigon Wealth Management
California
$242K +$10.2K +202 +4%
JAG
1054
Journey Advisory Group
Kentucky
$241K -$72.5K -1,429 -21%
SGI
1055
Summit Global Investments
Utah
$240K -$12.6M -248,953 -98%
MFG
1056
Merit Financial Group
Georgia
$240K -$38.3K -755 -12%
NFG
1057
Nations Financial Group
Iowa
$240K -$7.55K -149 -3%
SRSA
1058
S.R. Schill & Associates
Washington
$240K
FAG
1059
Fortitude Advisory Group
Washington
$239K -$20.6K -407 -7%
IWA
1060
IVC Wealth Advisors
Pennsylvania
$239K +$46.5K +918 +20%
CM
1061
Columbus Macro
Pennsylvania
$238K +$275K +5,427 New
CA
1062
Claro Advisors
Massachusetts
$237K
GEA
1063
Glen Eagle Advisors
New Jersey
$236K -$97.9K -1,930 -26%
GIA
1064
Gladstone Institutional Advisory
Florida
$235K -$783K -15,453 -74%
IF
1065
Insight Folios
North Carolina
$234K +$270K +5,316 New
UBV
1066
United Bank (Virginia)
Virginia
$233K -$36.8K -725 -12%
DLA
1067
Douglas Lane & Associates
New York
$233K -$6.49K -128 -2%
9WM
1068
9258 Wealth Management
Ohio
$233K -$1.37K -27 -0.5%
SFWA
1069
Summit Financial Wealth Advisors
Louisiana
$232K -$22.2K -438 -8%
EFSCE
1070
Enterprise Financial Services Corp (EFSC)
Missouri
$232K +$1.42K +28 +0.5%
TBNY
1071
Trustco Bank (New York)
New York
$231K -$6.74K -133 -2%
SWM
1072
Silverlake Wealth Management
Vermont
$228K +$59K +1,164 +29%
CNBTD
1073
Citizens National Bank Trust Department
Mississippi
$228K
TCM
1074
Triumph Capital Management
Colorado
$228K +$263K +5,189 New
DBIA
1075
Dumont & Blake Investment Advisors
New Jersey
$227K -$69.9K -1,379 -21%