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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
876
Frank Rimerman Advisors
California
$372K -$141K -1,752 -28%
CA
877
Crumly & Associates
Illinois
$370K -$9.44K -117 -3%
IAS
878
Investment Advisory Services
Texas
$370K +$9.6K +119 +3%
DJSG
879
D.J. St. Germain
Massachusetts
$370K
MGIA
880
Moneta Group Investment Advisors
Missouri
$369K -$12.8K -159 -4%
AA
881
Armis Advisers
Georgia
$369K +$41.5K +514 +14%
MA
882
MCF Advisors
Kentucky
$365K +$6.53K +81 +2%
SWM
883
Sandro Wealth Management
New Jersey
$359K +$35.8K +444 +12%
SIM
884
Stratos Investment Management
Ohio
$359K +$36.6K +454 +12%
HNB
885
Hilltop National Bank
Wyoming
$357K
WF
886
WealthPoint Financial
North Carolina
$357K -$13.3K -165 -4%
SIC
887
Sterling Investment Counsel
New York
$356K +$1.21K +15 +0.4%
KF
888
Krilogy Financial
Missouri
$354K +$338K +4,188 New
BFIM
889
Beese Fulmer Investment Management
Ohio
$353K +$81 +1 +0%
IAIM
890
International Assets Investment Management
Florida
$353K -$75.7K -939 -6%
DWM
891
Drive Wealth Management
Utah
$353K +$30.1K +373 +10%
QWP
892
Quotient Wealth Partners
Texas
$353K +$17.6K +218 +6%
FT
893
Fiduciary Trust
Massachusetts
$352K -$16.8K -208 -5%
LCWP
894
Legacy Capital Wealth Partners
Arkansas
$352K -$2.42K -30 -0.7%
KA
895
KLCM Advisors
Wisconsin
$351K -$12.9K -160 -4%
AFG
896
Allegheny Financial Group
Pennsylvania
$350K +$484 +6 +0.1%
GWM
897
GDS Wealth Management
Texas
$350K -$11.7K -145 -3%
BC
898
Brookfield Corp
Ontario, Canada
$350K
CNBT
899
Canandaigua National Bank & Trust
New York
$348K +$332K +4,112 New
SCA
900
Stokes Capital Advisors
South Carolina
$347K