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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
776
Investors Financial Group
Minnesota
$257K -$1.72K -150 -0.7%
EGA
777
E&G Advisors
Texas
$253K -$22.9K -2,000 -9%
LBD
778
Landsberg Bennett & Dubbaneh
Florida
$253K +$34.3K +3,000 +17%
BTWM
779
Baker Tilly Wealth Management
Wisconsin
$253K +$236K +20,622 New
GAMA
780
Graticule Asia Macro Advisors
New York
$252K +$236K +20,590 New
CAAS
781
Capital Asset Advisory Services
Michigan
$251K -$6.26K -547 -3%
QCIG
782
Quad-Cities Investment Group
Iowa
$250K +$3.98K +348 +2%
IIM
783
InTrack Investment Management
Vermont
$248K -$25.2K -2,200 -10%
BFA
784
Beacon Financial Advisory
Ohio
$248K
ACM
785
Alta Capital Management
Utah
$247K +$115K +10,092 +100%
FMLI
786
Fukoku Mutual Life Insurance
Japan
$246K
TCBWMS
787
Texas Capital Bank Wealth Management Services
Texas
$246K
CCM
788
Coe Capital Management
Illinois
$245K +$114K +10,000 +100%
ES
789
Equitec Specialists
Illinois
$245K +$229K +20,000 New
SC
790
Shay Capital
New York
$245K +$229K +20,000 New
HWA
791
HCR Wealth Advisors
California
$244K +$16.5K +1,440 +8%
PCM
792
Parsons Capital Management
Rhode Island
$243K -$17.2K -1,500 -7%
CCM
793
Coldstream Capital Management
Washington
$243K -$16.3K -1,424 -7%
CA
794
Calton & Associates
Florida
$242K -$164K -14,297 -42%
CAG
795
Csenge Advisory Group
Florida
$242K +$9.16K +801 +4%
MVA
796
Mount Vernon Associates
Maryland
$241K
MLFP
797
MPS Loria Financial Planners
Illinois
$241K +$22.9K +1,999 +11%
PCM
798
Prelude Capital Management
New York
$240K +$224K +19,612 New
BJL
799
Brighton Jones LLC
Washington
$239K +$58K +5,072 +35%
SFG
800
Sovereign Financial Group
Connecticut
$239K +$78.5K +6,864 +54%