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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
926
Hummer Financial Advisory Services
Illinois
$369K
SWM
927
Seed Wealth Management
Illinois
$369K
CF
928
Centaurus Financial
California
$368K +$38.9K +563 +12%
BW
929
Basepoint Wealth
Iowa
$366K -$12.6K -183 -3%
KFA
930
Kapstone Financial Advisors
Ohio
$366K -$31K -449 -8%
GT
931
Glenview Trust
Kentucky
$365K +$553 +8 +0.2%
KWA
932
Kingswood Wealth Advisors
California
$364K +$69.4K +1,005 +25%
CPA
933
Court Place Advisors
Maryland
$359K +$345 +5 +0.1%
SIC
934
Sigma Investment Counselors
Michigan
$359K +$2K +29 +0.6%
FA
935
Fiduciary Alliance
South Carolina
$356K +$1.59K +23 +0.5%
FPCG
936
Forum Private Client Group
Indiana
$355K -$88K -1,274 -20%
TC
937
Trilogy Capital
California
$354K
OCG
938
Opus Capital Group
Ohio
$352K
KI
939
Kapitalo Investimentos
Brazil
$352K +$95.7K +1,386 +39%
IBOK
940
Independence Bank of Kentucky
Kentucky
$351K -$3.94K -57 -1%
AWM
941
Axxcess Wealth Management
California
$351K
LA
942
LexAurum Advisors
Kansas
$351K -$8.77K -127 -3%
PI
943
PFG Investments
New York
$350K +$2.69K +39 +0.8%
NPFS
944
Novak & Powell Financial Services
Florida
$349K +$1.31K +19 +0.4%
SWM
945
SeaCrest Wealth Management
New York
$349K -$40.5K -586 -11%
MA
946
MONECO Advisors
Connecticut
$348K +$5.73K +83 +2%
NHC
947
Nicholas Hoffman & Company
Georgia
$344K +$760 +11 +0.2%
OWP
948
Obermeyer Wealth Partners
Colorado
$339K
WTC
949
WhitTier Trust Company
Nevada
$338K +$3.31K +48 +1%
IAN
950
Integrated Advisors Network
Texas
$338K +$90K +1,303 +38%