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Name Holding Trade Value Shares
Change
Change in
Stake
SA
701
SRH Advisors
Kansas
$333K -$12.6K -300 -4%
TWM
702
TriaGen Wealth Management
California
$332K
AF
703
Advisornet Financial
Minnesota
$332K +$11.9K +284 +4%
MCA
704
Morris Capital Advisors
Pennsylvania
$331K -$10.5K -249 -3%
KPWS
705
Kestra Private Wealth Services
Texas
$331K +$12.4K +296 +4%
TCM
706
Traynor Capital Management
Pennsylvania
$331K +$27.4K +652 +10%
BFC
707
Bedel Financial Consulting
Indiana
$331K +$34.1K +812 +13%
CPA
708
Court Place Advisors
Maryland
$330K -$12.6K -300 -4%
AIC
709
Archer Investment Corporation
Indiana
$324K -$57.1K -1,357 -16%
SFI
710
Siemens Fonds Invest
Germany
$324K -$18.4K -438 -6%
RGF
711
Retirement Guys Formula
Ohio
$322K +$299K +7,111 New
SFA
712
Souders Financial Advisors
Ohio
$321K +$757 +18 +0.3%
GWM
713
Geneos Wealth Management
Colorado
$321K +$3.62K +86 +1%
MA
714
Mutual Advisors
Nebraska
$318K +$37.9K +902 +15%
YMRC
715
Yorktown Management & Research Company
Virginia
$317K
JAG
716
Journey Advisory Group
Kentucky
$317K +$6.31K +150 +2%
DT
717
Diversified Trust
Tennessee
$315K +$30.4K +722 +12%
UB
718
UMB Bank
Missouri
$314K +$292K +6,939 New
SLI
719
Sumitomo Life Insurance
Japan
$311K -$6.98K -166 -2%
VFA
720
Valeo Financial Advisors
Indiana
$306K +$3.87K +92 +1%
CA
721
Clearstead Advisors
Ohio
$305K -$1.22K -29 -0.4%
FCH
722
Freestone Capital Holdings
Washington
$304K +$282K +6,711 New
KWM
723
Kingsview Wealth Management
Oregon
$303K -$1.61M -38,225 -85%
CS
724
Capital Square
Tennessee
$297K
SW
725
SkyOak Wealth
Michigan
$296K -$21K -500 -7%