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Name Holding Trade Value Shares
Change
Change in
Stake
RS
626
R Squared
Hong Kong
$275K +$57.5K +1,088 +26%
CCFM
627
Clear Creek Financial Management
Washington
$274K +$14.4K +272 +5%
CIA
628
Capital Investment Advisors
Georgia
$274K +$41K +776 +17%
AWM
629
Angeles Wealth Management
California
$272K +$2.96K +56 +1%
BTI
630
Blue Trust Inc
Georgia
$271K -$4.23K -80 -2%
SYBT
631
Stock Yards Bank & Trust
Kentucky
$270K
NFC
632
Northstar Financial Companies
Pennsylvania
$270K -$41.7K -788 -13%
NPT
633
National Philanthropic Trust
Pennsylvania
$268K +$48.4K +916 +22%
SA
634
Sovran Advisors
California
$268K +$53K +1,002 +25%
VVP
635
Venture Visionary Partners
Ohio
$267K +$3.49K +66 +1%
PAWC
636
P.A.W. Capital
Connecticut
$265K +$267K +5,050 New
WPC
637
Waters Parkerson & Co
Louisiana
$264K -$3.7K -70 -1%
PBK
638
Peoples Bank (Kansas)
Kansas
$264K
TF
639
Trek Financial
Arizona
$263K +$266K +5,022 New
IA
640
Invested Advisors
Pennsylvania
$262K -$21.4K -404 -7%
CA
641
Continuum Advisory
Idaho
$262K +$264K +5,000 New
DAM
642
DLD Asset Management
New York
$262K +$264K +5,000 New
GWP
643
Gateway Wealth Partners
Wisconsin
$262K -$291K -5,511 -52%
SWGC
644
Summit Wealth Group (Colorado)
Colorado
$262K +$30.1K +569 +13%
IF
645
Ironwood Financial
Arizona
$261K
MWM
646
Modera Wealth Management
New Jersey
$258K +$28.6K +541 +12%
HIP
647
HUB Investment Partners
Texas
$258K +$261K +4,928 New
FPWM
648
FSB Premier Wealth Management
Iowa
$257K +$23.7K +448 +10%
BDWCC
649
B&D White Capital Company
Texas
$257K
HI
650
Hoey Investments
Pennsylvania
$257K