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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
901
Bradley Foster & Sargent
Connecticut
$223K +$240K +22,502 New
SIC
902
Sage Investment Counsel
Tennessee
$223K +$240K +22,500 New
SI
903
Saxon Interests
Texas
$222K +$4.23K +397 +2%
KCFA
904
Key Client Fiduciary Advisors
New Jersey
$222K -$60.9K -5,707 -20%
HW
905
Hancock Whitney
Mississippi
$221K -$317K -29,727 -57%
PG
906
Prostatis Group
Maryland
$221K +$8.69K +815 +4%
OC
907
Optima Capital
Oregon
$220K +$237K +22,262 New
OL
908
Owen LaRue
Kentucky
$220K +$1.22K +114 +0.5%
EGA
909
E&G Advisors
Texas
$220K +$41.7K +3,906 +22%
GC
910
Gilbert & Cook
Iowa
$219K +$2.81K +263 +1%
JSW
911
Journey Strategic Wealth
New Jersey
$218K +$104K +9,757 +80%
FCH
912
Freestone Capital Holdings
Washington
$218K -$30K -2,813 -11%
RIG
913
RiverFront Investment Group
Virginia
$218K +$22.6K +2,116 +11%
C
914
Covestor
United Kingdom
$218K +$52.3K +4,904 +29%
BFG
915
Berger Financial Group
Minnesota
$218K -$10.1K -951 -4%
SI
916
Severin Investments
Missouri
$217K +$234K +21,943 New
PMFA
917
Plante Moran Financial Advisors
Michigan
$217K -$41.6K -3,898 -15%
MWM
918
Mission Wealth Management
California
$217K -$23.5K -2,200 -9%
Empower Advisory Group
919
Empower Advisory Group
Colorado
$217K +$9.44K +885 +4%
PCM
920
Pointe Capital Management
Michigan
$216K
WF
921
WoodTrust Financial
Wisconsin
$216K -$70.3K -6,592 -23%
SCM
922
Steele Capital Management
Iowa
$216K -$6.45K -605 -3%
CAM
923
Concorde Asset Management
Michigan
$215K -$10.5K -989 -4%
CC
924
Courier Capital
New York
$215K -$21.3K -2,000 -8%
SIA
925
Soltis Investment Advisors
Utah
$214K +$52K +4,880 +29%