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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
401
IFP Advisors
Florida
$263K -$4.48K -121 -2%
CNB
402
Camden National Bank
Maine
$263K -$16.9K -457 -6%
BAM
403
Belpointe Asset Management
Nevada
$262K +$299K +8,079 New
BJL
404
Brighton Jones LLC
Washington
$260K +$251K +6,768 New
DWA
405
Douglass Winthrop Advisors
New York
$257K – – –
AT
406
American Trust
Kentucky
$257K -$10.4K -281 -4%
WWM
407
Whalen Wealth Management
Nevada
$256K +$247K +6,670 New
IFS
408
Ifrah Financial Services
Arkansas
$250K -$11.8K -319 -5%
PS
409
Principal Securities
Iowa
$249K +$31.8K +860 +15%
GI
410
GAMCO Investors
Connecticut
$248K – – –
VA
411
Vident Advisory
Georgia
$247K +$238K +6,439 New
GM
412
GeoWealth Management
Illinois
$245K +$210K +5,667 +798%
UCI
413
Uncommon Cents Investing
Wisconsin
$243K – – –
IIC
414
Integrated Investment Consultants
Michigan
$241K – – –
ONB
415
Old National Bancorp
Indiana
$240K -$46.5K -1,256 -17%
FFA
416
Farther Finance Advisors
California
$236K +$130K +3,506 +133%
FIA
417
Foundations Investment Advisors
Arizona
$233K -$52.4K -1,415 -19%
CG
418
Caprock Group
Idaho
$229K +$221K +5,960 New
TSWM
419
Triangle Securities Wealth Management
North Carolina
$228K +$219K +5,929 New
MA
420
MONECO Advisors
Connecticut
$227K +$219K +5,906 New
SLAM
421
Swiss Life Asset Management
$221K +$214K +5,777 New
DC
422
Davenport & Co
Virginia
$220K +$212K +5,730 New
HWM
423
HB Wealth Management
Georgia
$220K +$212K +5,722 New
SMH
424
Sanders Morris Harris
Texas
$219K +$207K +5,600 New
QFA
425
Quantum Financial Advisors
California
$217K -$24.8K -669 -11%
15 16
17
18 19