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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1001
Virtue Capital Management
Tennessee
$263K +$1.35K +20 +0.6%
CNBOF
1002
City National Bank of Florida
Florida
$263K +$246K +3,641 New
SWA
1003
Stratos Wealth Advisors
Ohio
$263K -$49.4K -730 -17%
ILI
1004
Invesco LLC (Illinois)
Illinois
$262K -$21.6K -319 -8%
CFSG
1005
Clark Financial Services Group
Missouri
$261K -$744 -11 -0.3%
FDS
1006
Freedom Day Solutions
Texas
$261K
RSF
1007
Rik Saylor Financial
Ohio
$261K
MO
1008
McMillan Office
Michigan
$260K
WAS
1009
Wealth Advisory Solutions
Indiana
$259K -$30K -444 -11%
AF
1010
Aldebaran Financial
$258K
CIC
1011
Carnegie Investment Counsel
Ohio
$257K
Financial Engines Advisors
1012
Financial Engines Advisors
California
$256K +$474 +7 +0.2%
CSIC
1013
Clifford Swan Investment Counsel
California
$256K
CIP
1014
Convergence Investment Partners
Florida
$256K -$17.3K -256 -7%
TWM
1015
Tradition Wealth Management
Minnesota
$254K +$6.16K +91 +3%
BW
1016
Basepoint Wealth
Iowa
$253K -$25.6K -378 -10%
BAAM
1017
Baker Avenue Asset Management
California
$253K -$24.8K -367 -9%
Koshinski Asset Management
1018
Koshinski Asset Management
Illinois
$250K -$82.5K -1,219 -26%
VC
1019
Veery Capital
Delaware
$250K +$135 +2 +0.1%
KWA
1020
Kingswood Wealth Advisors
California
$249K +$2.77K +41 +1%
LMFP
1021
Larry Mathis Financial Planning
Arizona
$249K -$2.71K -40 -1%
NW
1022
NewEdge Wealth
Pennsylvania
$249K -$298K -4,411 -56%
VDC
1023
Van Diest Capital
Iowa
$248K +$231K +3,420 New
OFP
1024
OLIO Financial Planning
Virginia
$247K -$1.83K -27 -0.8%
OWA
1025
Opal Wealth Advisors
New York
$246K +$230K +3,405 New