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Name Holding Trade Value Shares
Change
Change in
Stake
TLP
876
Trinity Legacy Partners
Texas
$294K -$12.6K -125 -5%
CCM
877
Chilton Capital Management
Texas
$292K -$805 -8 -0.3%
DIA
878
Dana Investment Advisors
Wisconsin
$291K +$261K +2,593 New
FCM
879
Fieldview Capital Management
Michigan
$290K +$260K +2,582 New
RFN
880
RDA Financial Network
Iowa
$290K +$7.75K +77 +3%
MMPW
881
Mitchell McLeod Pugh & Williams
Alabama
$288K – – –
IAG
882
Innovative Advisory Group
Massachusetts
$288K +$5.53K +55 +2%
AFT
883
Alpha Family Trust
California
$288K – – –
TA
884
TruWealth Advisors
Louisiana
$287K +$9.86K +98 +4%
RCA
885
Resonant Capital Advisors
Wisconsin
$286K +$36.7K +365 +17%
CF
886
Claris Financial
Virginia
$286K – – –
HFS
887
Hantz Financial Services
Michigan
$286K +$176K +1,751 +221%
TWPM
888
Total Wealth Planning & Management
Florida
$285K -$4.02K -40 -2%
SAG
889
SageView Advisory Group
California
$284K +$24.9K +248 +11%
FPWM
890
FSB Premier Wealth Management
Iowa
$283K -$91.5K -910 -27%
DADC
891
D.A. Davidson & Co
Montana
$283K -$402 -4 -0.2%
VCP
892
Vista Capital Partners
Oregon
$283K +$253K +2,516 New
SFC
893
SYM Financial Corp
Indiana
$282K +$3.42K +34 +1%
MCWA
894
Meadow Creek Wealth Advisors
Georgia
$281K -$3.92K -39 -2%
AA
895
Advisory Alpha
Michigan
$279K +$3.12K +31 +1%
MGP
896
M&G plc
United Kingdom
$278K +$75.5K +751 +43%
MC
897
Moors & Cabot
Massachusetts
$275K +$101 +1 +0%
BPCE
898
Bank Pictet & Cie (Europe)
Germany
$272K +$244K +2,425 New
FMLI
899
Fukoku Mutual Life Insurance
Japan
$272K -$22.9K -228 -9%
PWMG
900
Prestige Wealth Management Group
New Jersey
$272K -$8.25K -82 -3%