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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1151
Regatta Capital Group
California
$247K +$231 +1 +0.1%
CAGAS
1152
Capital Advisory Group Advisory Services
Minnesota
$246K
HI
1153
Harbour Investments
Wisconsin
$245K +$39.3K +170 +20%
LFA
1154
Legacy Financial Advisors
Kentucky
$244K +$6.7K +29 +3%
ILI
1155
Invesco LLC (Illinois)
Illinois
$244K
NAG
1156
Northstar Advisory Group
New Jersey
$243K +$235K +1,017 New
BCM
1157
Brookstone Capital Management
Illinois
$241K -$2.31K -10 -1%
CW
1158
CreativeOne Wealth
Kansas
$241K +$29.1K +126 +14%
CAWM
1159
Capital Advisors Wealth Management
Washington
$241K +$7.39K +32 +3%
FIM
1160
Fernwood Investment Management
Massachusetts
$240K
WA
1161
WBH Advisory
Maryland
$240K +$924 +4 +0.4%
PCM
1162
Prelude Capital Management
New York
$239K -$170K -734 -42%
BC
1163
Burney Company
Virginia
$239K
ST
1164
Sageworth Trust
Pennsylvania
$239K +$232K +1,005 New
CSI
1165
Cross Staff Investments
New York
$238K
JBA
1166
Johnson Bixby & Associates
Washington
$238K
OLA
1167
Oliver Luxxe Assets
New Jersey
$238K
FMLI
1168
Fukoku Mutual Life Insurance
Japan
$238K +$231K +1,000 New
FA
1169
Fiduciary Alliance
South Carolina
$236K +$2.31K +10 +1%
HIC
1170
Harvey Investment Company
Kentucky
$236K
CF
1171
Copperwynd Financial
Arizona
$236K +$14.6K +63 +7%
PB
1172
Pinnacle Bancorp
Nebraska
$234K
GF
1173
Gries Financial
Ohio
$234K -$98.7K -427 -30%
BAM
1174
Blueshift Asset Management
New Jersey
$233K -$116K -504 -34%
CD
1175
Chapin Davis
Maryland
$233K +$226K +977 New