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Name Holding Trade Value Shares
Change
Change in
Stake
MW
1176
Marcum Wealth
Ohio
$310K +$37.7K +70 +14%
TFA
1177
Teamwork Financial Advisors
Texas
$307K +$307K +569 New
JFA
1178
Johanson Financial Advisors
California
$305K +$539 +1 +0.2%
IWN
1179
Independent Wealth Network
Iowa
$305K +$264K +489 New
EBA
1180
Eagle Bay Advisors
New York
$304K -$3.23K -6 -1%
SDH
1181
Sloy Dahl & Holst
Washington
$304K +$303K +563 New
VFA
1182
Valeo Financial Advisors
Indiana
$303K +$303K +562 New
SICM
1183
Sustainable Insight Capital Management
New York
$299K -$14K -26 -4%
FPA
1184
First Pacific Advisors
California
$299K
BCM
1185
Brookstone Capital Management
Illinois
$299K +$64.1K +119 +27%
LFF
1186
Level Four Financial
Texas
$299K +$299K +554 New
BIP
1187
Blueprint Investment Partners
North Carolina
$298K +$59.8K +111 +25%
DWM
1188
Darwin Wealth Management
Florida
$298K +$298K +553 New
CAL
1189
Capital Advisors Ltd
Ohio
$297K
NERM
1190
New England Research & Management
Illinois
$297K
CBFP
1191
Cedar Brook Financial Partners
Ohio
$296K -$58.7K -109 -17%
RTC
1192
Riverview Trust Company
Washington
$288K
BW
1193
Bison Wealth
Georgia
$286K -$310K -575 -52%
AIL
1194
AGF Investments LLC
Ontario, Canada
$286K -$18.3K -34 -6%
SAM
1195
Stansberry Asset Management
Texas
$285K +$38.3K +71 +16%
MSR
1196
Main Street Research
Connecticut
$283K
SIM
1197
SSI Investment Management
California
$283K
CFA
1198
Carroll Financial Associates
North Carolina
$283K +$78.7K +146 +39%
TAM
1199
Tucker Asset Management
Colorado
$282K +$243K +451 New
MFG
1200
Merit Financial Group
Georgia
$282K