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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
701
Leavell Investment Management
Alabama
$629K +$161K +2,750 +37%
AG
702
AmeriFlex Group
Nevada
$619K +$589K +10,041 New
FC
703
Farringdon Capital
United Kingdom
$618K +$593K +10,104 New
GHA
704
GW Henssler & Associates
Georgia
$618K
NFG
705
Nations Financial Group
Iowa
$616K +$821 +14 +0.1%
GLA
706
Great Lakes Advisors
Illinois
$616K +$56.4K +961 +11%
SOS
707
Silver Oak Securities
Tennessee
$615K +$34.6K +590 +6%
SIA
708
Strategic Investment Advisors
Michigan
$615K -$70.2K -1,196 -11%
DWM
709
Dogwood Wealth Management
Kansas
$612K +$47.2K +804 +9%
LD
710
Lipe & Dalton
New York
$611K
BG
711
Bollard Group
Massachusetts
$611K +$3.11K +53 +0.5%
AWS
712
Aspen Wealth Strategies
Colorado
$604K
AWA
713
Aaron Wealth Advisors
Illinois
$601K +$67.5K +1,150 +13%
MSA
714
MUFG Securities Americas
New York
$601K +$576K +9,825 New
LRPA
715
L. Roy Papp & Associates
Arizona
$600K
1C
716
111 Capital
France
$591K +$567K +9,664 New
IWM
717
IHT Wealth Management
Illinois
$588K -$37.3K -635 -6%
MWM
718
Mission Wealth Management
California
$585K +$561K +9,562 New
OC
719
Oppenheimer & Co
New York
$583K +$151K +2,567 +37%
VFA
720
Valeo Financial Advisors
Indiana
$581K +$39.4K +671 +8%
TS
721
TradeWell Securities
Indiana
$581K +$557K +9,503 New
BFG
722
Beacon Financial Group
Texas
$577K -$1.06K -18 -0.2%
PWM
723
Perigon Wealth Management
California
$576K +$14.8K +253 +3%
WANY
724
Wealthspire Advisors (New York)
New York
$575K +$70.4K +1,200 +15%
SAM
725
Smartleaf Asset Management
Massachusetts
$574K +$219K +3,732 +66%