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Name Holding Trade Value Shares
Change
Change in
Stake
APP
501
Avantax Planning Partners
Iowa
$388K -$3K -54 -0.8%
FANJ
502
Financial Architects (New Jersey)
New Jersey
$388K +$10.1K +182 +3%
PP
503
PagnatoKarp Partners
Virginia
$387K – – –
LF
504
Lantz Financial
Illinois
$386K -$26.5K -477 -7%
BPWA
505
Beacon Pointe Wealth Advisors
California
$385K +$365K +6,570 New
OWA
506
Outlook Wealth Advisors
Texas
$382K -$261K -4,701 -42%
CC
507
Courier Capital
New York
$381K +$389 +7 +0.1%
AIC
508
Archer Investment Corporation
Indiana
$381K +$26.7K +480 +8%
MCIA
509
Mountain Capital Investment Advisors
Colorado
$380K -$173K -3,107 -32%
CNBT
510
Canandaigua National Bank & Trust
New York
$380K – – –
FLI
511
Family Legacy Inc
South Carolina
$379K – – –
HFA
512
Hoover Financial Advisors
Pennsylvania
$379K – – –
BC
513
Burney Company
Virginia
$379K +$66.1K +1,188 +23%
GSBTD
514
Glenview State Bank Trust Department
Illinois
$378K -$8.9K -160 -2%
FM
515
Family Management
New York
$376K +$356K +6,400 New
SFA
516
Sequoia Financial Advisors
Ohio
$374K +$13.5K +242 +4%
KFGK
517
Keystone Financial Group (Kentucky)
Kentucky
$373K +$445 +8 +0.1%
BSW
518
Buckingham Strategic Wealth
Missouri
$370K +$11K +197 +3%
V
519
Veritable
Delaware
$368K -$6.23K -112 -2%
BHWM
520
Bay Harbor Wealth Management
Maryland
$366K +$1.17K +21 +0.3%
IA
521
IFP Advisors
Florida
$363K -$54.2K -974 -14%
CIC
522
Carnegie Investment Counsel
Ohio
$361K +$45.8K +824 +15%
TNA
523
True North Advisors
Texas
$361K +$342K +6,154 New
LB
524
Landmark Bank
Missouri
$360K -$5.84K -105 -2%
SMC
525
Smith, Moore & Co
Missouri
$359K -$112K -2,020 -25%