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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
951
TD Private Client Wealth
New York
$337K +$72K +1,042 +29%
AW
952
Atlas Wealth
Ohio
$337K
NI
953
NDVR Inc
Massachusetts
$336K +$19.2K +278 +6%
SIA
954
Soltis Investment Advisors
Utah
$336K -$8.27M -119,807 -96%
FCFC
955
First Citizens Financial Corp
Iowa
$335K
HTC
956
Haverford Trust Company
Pennsylvania
$335K
ACM
957
Alethea Capital Management
Washington
$335K +$322K +4,665 New
RMP
958
Richards, Merrill & Peterson
Washington
$334K
CFS
959
Coordinated Financial Services
Colorado
$334K +$1.52K +22 +0.5%
JE
960
JMAC Enterprises
Pennsylvania
$330K
JSW
961
Journey Strategic Wealth
New Jersey
$328K +$316K +4,569 New
CMMS
962
Comprehensive Money Management Services
Florida
$327K -$11.4K -165 -3%
Koshinski Asset Management
963
Koshinski Asset Management
Illinois
$324K -$11.4K -165 -4%
HPC
964
HM Payson & Co
Maine
$322K -$82.9K -1,200 -21%
CS
965
Capital Square
Tennessee
$321K -$40.3K -584 -11%
WAS
966
Wealth Advisory Solutions
Indiana
$318K +$27.6K +400 +10%
VFA
967
Voya Financial Advisors
Connecticut
$318K -$4.28K -62 -1%
RSF
968
Rik Saylor Financial
Ohio
$318K -$5.87K -85 -2%
CI Investments Inc
969
CI Investments Inc
Ontario, Canada
$316K +$4.83K +70 +2%
PAM
970
Paradigm Asset Management
New York
$316K -$1.19M -17,200 -80%
OAM
971
Oxford Asset Management
United Kingdom
$315K +$89.9K +1,302 +42%
JAG
972
Journey Advisory Group
Kentucky
$315K
HH
973
Hilltop Holdings
Texas
$313K +$68.6K +993 +29%
SFG
974
Sovereign Financial Group
Connecticut
$313K +$51.3K +743 +20%
MG
975
Mather Group
Illinois
$313K -$5.04K -73 -2%