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Name Holding Trade Value Shares
Change
Change in
Stake
BW
676
Basepoint Wealth
Iowa
$541K -$97.2K -1,812 -16%
Focus Partners Advisor Solutions
677
Focus Partners Advisor Solutions
Missouri
$540K -$14.1K -263 -3%
Silver Oak Securities
678
Silver Oak Securities
Tennessee
$535K +$48.5K +904 +11%
BW
679
Bison Wealth
Georgia
$535K -$12.3K -230 -2%
Merit Financial Group
680
Merit Financial Group
Georgia
$534K -$67.9K -1,266 -12%
Eagle Strategies
681
Eagle Strategies
New York
$533K -$34.1K -636 -6%
Flagship Harbor Advisors
682
Flagship Harbor Advisors
Massachusetts
$531K +$95.8K +1,785 +24%
TRUE Private Wealth Advisors
683
TRUE Private Wealth Advisors
Oregon
$530K -$95.5K -1,781 -16%
DWM
684
Dogwood Wealth Management
Kansas
$528K +$287K +5,344 +138%
UWS
685
Unique Wealth Strategies
Illinois
$527K +$491K +9,152 +24,735%
PBK
686
Peoples Bank (Kansas)
Kansas
$526K -$5.36K -100 -1%
NWAM LLC
687
NWAM LLC
Washington
$526K +$492K +9,172 New
Freestone Capital Holdings
688
Freestone Capital Holdings
Washington
$525K +$3.49K +65 +0.7%
Foguth Wealth Management
689
Foguth Wealth Management
Michigan
$523K -$687K -12,809 -58%
Great Lakes Advisors
690
Great Lakes Advisors
Illinois
$522K +$47.6K +888 +11%
AWC
691
Adamsbrown Wealth Consultants
Kansas
$521K -$39.7K -740 -8%
PP
692
Patron Partners
Texas
$517K +$2.63K +49 +0.5%
Quent Capital
693
Quent Capital
New York
$516K -$11.9K -222 -2%
SOAMC
694
Spirit of America Management Corp
New York
$516K – – –
RBFC
695
Roman Butler Fullerton & Co
Missouri
$515K -$8.05K -150 -2%
Summit Financial Strategies
696
Summit Financial Strategies
Ohio
$515K +$1.98K +37 +0.4%
Lake Street Advisors Group
697
Lake Street Advisors Group
New Hampshire
$513K -$58.9K -1,098 -11%
Keystone Financial Group (Kentucky)
698
Keystone Financial Group (Kentucky)
Kentucky
$511K +$9.01K +168 +2%
Fiera Capital (Canada)
699
Fiera Capital (Canada)
Quebec, Canada
$507K +$69.2K +1,290 +17%
Valeo Financial Advisors
700
Valeo Financial Advisors
Indiana
$506K -$45K -839 -9%