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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
901
USA Financial Formulas
Michigan
$257K +$252K +654 New
BB
902
Busey Bank
Illinois
$255K +$250K +649 New
SC
903
Saybrook Capital
North Carolina
$253K
PWMAG
904
Pinnacle Wealth Management Advisory Group
New Jersey
$253K +$6.17K +16 +3%
HC
905
Hamilton Capital
Ohio
$252K -$10K -26 -4%
AF
906
Allworth Financial
California
$250K +$1.93K +5 +0.8%
LAM
907
L2 Asset Management
Massachusetts
$250K +$14.3K +37 +6%
AC
908
ASB Consultores
Florida
$250K +$245K +636 New
FCA
909
FinTrust Capital Advisors
South Carolina
$249K
DAS
910
Dynamic Advisor Solutions
Arizona
$247K +$4.24K +11 +2%
AWM
911
Accurate Wealth Management
Florida
$247K +$20.8K +54 +9%
AAIS
912
ABN AMRO Investment Solutions
$245K -$73.6K -191 -23%
EE
913
EWG Elevate
California
$244K -$3.08K -8 -1%
TLCM
914
Twin Lakes Capital Management
California
$243K
LHC
915
Little House Capital
Massachusetts
$242K
IAN
916
Integrated Advisors Network
Texas
$242K +$2.7K +7 +1%
CCA
917
Childress Capital Advisors
Texas
$242K -$14.3K -37 -6%
FFM
918
Forum Financial Management
Illinois
$241K
AC
919
Avestar Capital
New York
$241K +$236K +612 New
AWM
920
Aprio Wealth Management
Georgia
$238K +$233K +605 New
CA
921
Cullinan Associates
Kentucky
$236K
ECM
922
EagleClaw Capital Management
Massachusetts
$236K
HWA
923
HCR Wealth Advisors
California
$236K
MCM
924
Monarch Capital Management
Indiana
$236K
PFA
925
Pathway Financial Advisors
Vermont
$236K