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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
851
Benjamin F. Edwards & Company
Missouri
$217K -$5.64K -90 -3%
IA
852
IFP Advisors
Florida
$217K +$4.64K +74 +2%
OPS
853
Orion Portfolio Solutions
Nebraska
$216K -$12K -192 -6%
FIM
854
Fruth Investment Management
Texas
$216K +$193K +3,081 New
MC
855
Moors & Cabot
Massachusetts
$214K +$191K +3,044 New
BI
856
Berkeley Inc
Idaho
$211K +$189K +3,009 New
BFM
857
Boston Financial Management
Massachusetts
$211K +$188K +3,000 New
AWA
858
Aaron Wealth Advisors
Illinois
$211K +$189K +3,018 New
TBA
859
Tower Bridge Advisors
Pennsylvania
$211K +$188K +3,000 New
WTC
860
WhitTier Trust Company
Nevada
$210K +$564 +9 +0.3%
HFG
861
Heron Financial Group
New York
$208K +$186K +2,959 New
LRIA
862
Leonard Rickey Investment Advisors
Washington
$207K +$180K +2,872 New
MC
863
Maverick Capital
Texas
$206K -$181K -2,891 -50%
QP
864
Quilter Plc
United Kingdom
$206K +$184K +2,932 New
PCA
865
Pallas Capital Advisors
Massachusetts
$204K +$188K +2,995 New
PWPS
866
Pinnacle Wealth Planning Services
Ohio
$201K +$180K +2,864 New
SWM
867
SeaCrest Wealth Management
New York
$200K +$178K +2,844 New
CIAS
868
CBIZ Investment Advisory Services
Ohio
$197K – – –
ADL
869
Asset Dedication LLC
California
$189K +$17.1K +272 +11%
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$185K +$56.4K +900 +52%
FF
871
FourThought Financial
Florida
$182K -$7.09K -113 -4%
BDWM
872
Brewin Dolphin Wealth Management
Ireland
$176K – – –
FWM
873
Focused Wealth Management
New York
$174K +$4.7K +75 +3%
AA
874
AlphaCentric Advisors
Puerto Rico
$174K +$19.9K +318 +15%
JFGIW
875
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$159K -$18.9K -302 -12%