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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Sax Wealth Advisors
New Jersey
$356K +$4.44K +68 +1%
FLI
852
Family Legacy Inc
South Carolina
$356K +$41.2K +631 +11%
JSSH
853
J. Safra Sarasin Holding
$355K +$417K +6,391 New
BBA
854
Baader Bank Aktiengesellschaft
Germany
$351K +$32.9K +505 +9%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$351K -$26.2K -401 -6%
SA
856
SRH Advisors
Kansas
$351K +$130 +2 +0%
KA
857
Kovack Advisors
Florida
$351K -$132K -2,024 -24%
GI
858
Gradient Investments
Minnesota
$347K -$65 -1 -0%
TFS
859
Thoroughbred Financial Services
Tennessee
$346K -$54.9K -841 -12%
SMC
860
Smith, Moore & Co
Missouri
$345K – – –
SSC
861
Syverson Strege & Co
Iowa
$343K -$14.4K -220 -3%
CNBOF
862
City National Bank of Florida
Florida
$343K +$165K +2,532 +70%
BFG
863
Birch Financial Group
New Hampshire
$342K +$31.4K +482 +8%
BC
864
Barnett & Company
Tennessee
$340K -$192K -2,948 -32%
AIM
865
Anchor Investment Management
South Carolina
$339K – – –
HIIFS
866
Harel Insurance Investments & Financial Services
Israel
$339K +$398K +6,100 New
WC
867
Wynn Capital
Georgia
$339K +$27K +414 +7%
QWP
868
Quotient Wealth Partners
Texas
$337K -$14.7K -225 -4%
JF
869
Joule Financial
Kentucky
$337K -$367K -5,629 -48%
PBO
870
Peoples Bank (Ohio)
Ohio
$337K +$22.1K +338 +6%
RPGK
871
Retirement Planning Group (Kansas)
Kansas
$335K +$35.9K +551 +10%
PSP
872
Principal Street Partners
Tennessee
$335K – – –
MCM
873
Manchester Capital Management
Vermont
$334K +$7.5K +115 +2%
APA
874
Astoria Portfolio Advisors
New York
$334K +$23.7K +363 +6%
VIP
875
Viewpoint Investment Partners
Alberta, Canada
$333K +$58.7K +900 +18%