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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
701
Naples Global Advisors
Florida
$164K -$69.2K -7,770 -29%
CHA
702
Cooper/Haims Advisors
New York
$164K -$6.55K -735 -3%
SP
703
Successful Portfolios
Florida
$163K -$23.1K -2,589 -11%
FRM
704
Foundation Resource Management
Arkansas
$163K
IBOK
705
Independence Bank of Kentucky
Kentucky
$162K -$73.5K -8,250 -28%
SGCA
706
Steel Grove Capital Advisors
Tennessee
$162K +$44.7K +5,020 +31%
KeyBank National Association
707
KeyBank National Association
Ohio
$161K -$53.6K -6,019 -22%
CNBT
708
Canandaigua National Bank & Trust
New York
$160K -$107K -12,046 -37%
OIA
709
Optimum Investment Advisors
Illinois
$160K -$43.7K -4,900 -19%
CF
710
Centaurus Financial
California
$160K +$35.6K +4,000 +24%
HI
711
Human Investing
Oregon
$159K +$186K +20,846 New
SG
712
StoneX Group
New York
$157K -$33.8K -3,789 -16%
ISB
713
Iowa State Bank
Iowa
$157K +$1.34K +150 +0.7%
HR
714
Hayden Royal
North Carolina
$157K +$183K +20,488 New
QCIG
715
Quad-Cities Investment Group
Iowa
$156K +$758 +85 +0.4%
PAS
716
Partnervest Advisory Services
California
$156K +$79.8K +8,952 +78%
MWM
717
Meridian Wealth Management
Kentucky
$155K +$11.8K +1,323 +7%
CFS
718
CRA Financial Services
New Jersey
$155K +$180K +20,214 New
CPA
719
Clear Perspective Advisors
Illinois
$154K -$368K -41,319 Closed
PA
720
PFG Advisors
Arizona
$154K +$25.3K +2,839 +19%
MCM
721
MAI Capital Management
Ohio
$152K +$178K +19,922 New
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$151K -$12.8K -1,431 -7%
ATC
723
Argent Trust Co
Tennessee
$151K -$133K -14,890 -43%
UWM
724
USAdvisors Wealth Management
Minnesota
$151K +$176K +19,764 New
UCMOK
725
United Capital Management of KS
Kansas
$150K +$5.44K +610 +3%