Name Holding Trade Value Shares
Change
Change in
Stake
HMS
1726
Hanseatic Management Services
New Mexico
$366K +$380K +8,298 New
CCP
1727
Cane Capital Partners
Louisiana
$366K +$30.7K +669 +9%
ZBNA
1728
Zions Bancorporation, National Association
Utah
$366K -$620K -13,527 -62%
BFO
1729
Biltmore Family Office
North Carolina
$365K -$13.8K -301 -4%
PFP
1730
Paragon Financial Partners
California
$365K – – –
CP
1731
Canopy Partners
Ohio
$365K +$52.6K +1,148 +16%
FCMC
1732
Founders Capital Management (Connecticut)
Connecticut
$365K -$8.71K -190 -2%
OFG
1733
Oxford Financial Group
Indiana
$364K -$54.9K -1,198 -13%
OFW
1734
Omnia Family Wealth
Florida
$364K -$74.1K -1,616 -16%
ACA
1735
Affinity Capital Advisors
California
$364K -$93.6K -2,042 -20%
Q
1736
QVR
California
$363K +$378K +8,236 New
BF
1737
Brucke Financial
Indiana
$363K +$377K +8,233 New
PAG
1738
Poinciana Advisors Group
Florida
$363K -$45.9K -1,001 -11%
CWA
1739
Centennial Wealth Advisory
Michigan
$363K +$121K +2,640 +47%
TIM
1740
Thompson Investment Management
Wisconsin
$362K -$28.9K -630 -7%
CAM
1741
Cozad Asset Management
Illinois
$362K +$38.3K +835 +11%
NME
1742
Notis-McConarty Edward
$362K -$91.7K -2,000 -20%
SAM
1743
Silphium Asset Management
United Kingdom
$362K +$376K +8,200 New
GAG
1744
GM Advisory Group
New York
$362K -$8.3K -181 -2%
CA
1745
Cornerstone Advisory
Maryland
$361K -$35.6K -777 -9%
AWM
1746
Aberdeen Wealth Management
Illinois
$361K -$4.58K -100 -1%
HFAS
1747
Hummer Financial Advisory Services
Illinois
$361K – – –
FSA
1748
Financial Security Advisor
Virginia
$361K -$75.6K -1,650 -17%
AP
1749
Anchyra Partners
Georgia
$360K +$22.1K +483 +6%
TWM
1750
Tradition Wealth Management
Minnesota
$360K +$13K +283 +4%