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Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
1026
L.M. Kohn & Company
Ohio
$235K +$4.57K +356 +2%
AF
1027
Advisornet Financial
Minnesota
$235K -$301K -23,427 -54%
Legacy Financial Group (Iowa)
1028
Legacy Financial Group (Iowa)
Iowa
$235K -$8.54K -665 -3%
VC
1029
Vicus Capital
Pennsylvania
$234K -$161K -12,497 -38%
SPA
1030
Sherbrooke Park Advisers
New York
$234K +$258K +20,100 New
PAA
1031
Peregrine Asset Advisers
Oregon
$234K -$38.5K -3,000 -13%
WA
1032
Wealth Alliance
New York
$234K +$1.14K +89 +0.4%
SIS
1033
Sound Income Strategies
Florida
$233K -$7.93K -617 -3%
HWM
1034
HFR Wealth Management
New York
$233K +$257K +20,000 New
CAM
1035
Cacti Asset Management
Georgia
$233K
TCBWMS
1036
Texas Capital Bank Wealth Management Services
Texas
$233K
CLOS
1037
Compagnie Lombard Odier SCmA
Switzerland
$232K
NAS
1038
Nicolet Advisory Services
Wisconsin
$232K +$7.3K +568 +3%
WAM
1039
Walker Asset Management
Missouri
$231K +$22.6K +1,758 +10%
HC
1040
Hamilton Capital
Ohio
$231K +$255K +19,846 New
PFPT
1041
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K -$46.1K -3,586 -15%
FA
1042
Fagan Associates
New York
$230K -$30.4K -2,370 -11%
BFAG
1043
Blackston Financial Advisory Group
Florida
$229K +$951 +74 +0.4%
LC
1044
Lindbrook Capital
California
$229K -$8.65K -673 -3%
EFH
1045
Eaton Financial Holdings
Florida
$228K +$252K +19,618 New
P
1046
&Partners
Tennessee
$228K +$4.43K +345 +2%
LJCM
1047
Lee Johnson Capital Management
Texas
$227K +$251K +19,522 New
SA
1048
Syntax Advisors
New York
$226K +$22.2K +1,731 +10%
VCG
1049
Vantage Consulting Group
Virginia
$226K +$22.2K +1,731 +10%
CPC
1050
Congress Park Capital
New York
$226K +$30.5K +2,375 +14%