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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
876
Creative Financial Designs
Indiana
$340K -$66.6K -5,318 -16%
NC
877
NovaPoint Capital
Georgia
$340K +$6.2K +495 +2%
CAM
878
Concorde Asset Management
Michigan
$340K -$41.5K -3,312 -11%
QP
879
Quilter Plc
United Kingdom
$338K +$4.26K +340 New
CI
880
Conning Inc
Connecticut
$337K -$3.31K -264 -1%
T
881
TRUADVICE
Florida
$336K +$70.9K +5,659 +25%
VWA
882
V Wealth Advisors
Kansas
$334K +$8.71K +696 +3%
KIA
883
KCM Investment Advisors
California
$333K -$1.61K -129 -0.5%
AWM
884
Accurate Wealth Management
Florida
$332K +$67.1K +5,360 +26%
MW
885
Marcum Wealth
Ohio
$332K -$7.53K -601 -2%
CT
886
Clearstead Trust
Maine
$330K +$2.54K +203 +0.8%
IRC
887
Investors Research Corp
Georgia
$328K
LPAM
888
Lodestar Private Asset Management
California
$328K -$551 -44 -0.2%
SIM
889
Sentry Investment Management
Wisconsin
$327K -$24.6K -1,963 -7%
BAM
890
Berkshire Asset Management
Pennsylvania
$326K +$20.2K +1,611 +7%
CP
891
Camelot Portfolios
Ohio
$325K -$7.84K -626 -2%
PI
892
PFG Investments
New York
$325K +$323K +25,803 New
KJWM
893
Kiley Juergens Wealth Management
Washington
$325K +$18.1K +1,442 +6%
FCA
894
FinTrust Capital Advisors
South Carolina
$325K
Empower Advisory Group
895
Empower Advisory Group
Colorado
$324K +$320K +25,590 New
WCA
896
Westover Capital Advisors
Delaware
$324K
BMC
897
Beaton Management Company
Massachusetts
$324K +$2.5K +200 +0.8%
SFWA
898
Summit Financial Wealth Advisors
Louisiana
$323K
MBT
899
Montecito Bank & Trust
California
$323K -$1.26K -101 -0.4%
MWM
900
Modera Wealth Management
New Jersey
$322K +$16.2K +1,292 +5%