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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
851
Sequoia Financial Advisors
Ohio
$277K +$278K +4,432 New
SLI
852
Sumitomo Life Insurance
Japan
$275K -$6.71K -107 -2%
DCM
853
Dupont Capital Management
Delaware
$271K -$210K -3,343 -44%
Los Angeles Capital Management
854
Los Angeles Capital Management
California
$270K -$507K -8,083 -65%
CSB
855
City State Bank
Iowa
$268K +$269K +4,289 New
KWM
856
Kingsview Wealth Management
Oregon
$266K +$268K +4,264 New
TFM
857
TFC Financial Management
Massachusetts
$264K +$628 +10 +0.2%
VC
858
Vicus Capital
Pennsylvania
$264K +$230K +3,658 New
TA
859
Tectonic Advisors
Texas
$264K +$266K +4,232 New
AG
860
AIA Group
Hong Kong
$263K -$148K -2,356 -36%
SW
861
SteelPeak Wealth
California
$263K -$1.19K -19 -0.4%
WAM
862
Watershed Asset Management
California
$263K +$264K +4,205 New
AF
863
Advisornet Financial
Minnesota
$260K +$6.09K +97 +2%
AWM
864
Axxcess Wealth Management
California
$260K +$261K +4,153 New
CCP
865
Carmel Capital Partners
California
$260K +$261K +4,164 New
SFI
866
SPC Financial Inc
Maryland
$258K +$6.28K +100 +2%
CIA
867
Choate Investment Advisors
Massachusetts
$254K -$377K -6,000 -60%
TBA
868
Tower Bridge Advisors
Pennsylvania
$253K – – –
GAG
869
GM Advisory Group
New York
$252K – – –
PCIA
870
Prime Capital Investment Advisors
Kansas
$252K +$253K +4,036 New
AC
871
ASB Consultores
Florida
$251K +$252K +4,014 New
AAM
872
AR Asset Management
California
$250K – – –
DWM
873
Drive Wealth Management
Utah
$250K +$251K +4,002 New
JPMIA
874
J.P. Marvel Investment Advisors
Massachusetts
$249K – – –
TWP
875
Tempus Wealth Planning
California
$249K – – –