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Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
301
Safeguard Investment Advisory Group
California
$234K -$7K -151 -3%
CP
302
Canopy Partners
Ohio
$233K +$93 +2 +0%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$233K +$104K +2,251 +91%
FLPIM
304
F.L. Putnam Investment Management
Massachusetts
$230K +$198K +4,260 +1,065%
TCWM
305
Total Clarity Wealth Management
Illinois
$229K -$3.39K -73 -2%
PDL
306
Portfolio Design Labs
California
$229K +$215K +4,627 New
CIM
307
Contravisory Investment Management
Massachusetts
$229K -$1.11K -24 -0.5%
LCGC
308
Legacy Capital Group California
California
$226K -$1.11K -24 -0.5%
TPI
309
Trust Point Inc
Wisconsin
$224K -$325 -7 -0.2%
TYCC
310
Texas Yale Capital Corp
Florida
$215K +$202K +4,350 New
AIA
311
Angeles Investment Advisors
California
$212K -$30.8K -664 -13%
S
312
Sunpointe
Missouri
$211K +$198K +4,261 New
TIAA Trust, National Association
313
TIAA Trust, National Association
North Carolina
$210K +$197K +4,241 New
SMA
314
Sage Mountain Advisors
Georgia
$204K +$191K +4,118 New
AA
315
ABC Arbitrage
France
$203K +$191K +4,110 New
WA
316
WealthTrust Axiom
Pennsylvania
$202K +$189K +4,075 New
CFGS
317
Concourse Financial Group Securities
Alabama
$199K +$151K +3,258 +507%
TCM
318
TruNorth Capital Management
Michigan
$198K +$186K +4,000 New
KBFS
319
Kohmann Bosshard Financial Services
Ohio
$193K +$181K +3,900 New
AssetMark Inc
320
AssetMark Inc
California
$189K +$150K +3,232 +543%
PS
321
Principal Securities
Iowa
$175K +$22.4K +483 +16%
WI
322
Wintrust Investments
Illinois
$171K -$2.04K -44 -1%
GM
323
GeoWealth Management
Illinois
$162K +$9.51K +205 +7%
BCM
324
Barometer Capital Management
Ontario, Canada
$134K
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K