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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1151
Principal Securities
Iowa
$527K +$463K +5,765 New
SWA
1152
Stratos Wealth Advisors
Ohio
$525K +$17.5K +218 +4%
AIM
1153
Allen Investment Management
New York
$525K -$121K -1,513 -21%
CWA
1154
Clarity Wealth Advisors
California
$524K -$1.32M -16,391 -74%
MA
1155
MCF Advisors
Kentucky
$523K +$27.6K +344 +6%
RPCONE
1156
Retirement Planning Company of New England
Rhode Island
$521K +$457K +5,697 New
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$520K +$71.7K +893 +19%
MWA
1158
Midland Wealth Advisors
Illinois
$519K +$455K +5,676 New
UM
1159
UniSuper Management
Australia
$518K +$61.5K +767 +16%
Jones Financial Companies
1160
Jones Financial Companies
Missouri
$518K +$15.2K +190 +3%
FHA
1161
Flagship Harbor Advisors
Massachusetts
$513K +$17.4K +217 +4%
CCG
1162
Coastwise Capital Group
California
$513K -$126K -1,575 -22%
MWM
1163
Mission Wealth Management
California
$513K -$38.5K -480 -8%
SRC
1164
Shufro Rose & Co
New York
$512K +$19.2K +239 +4%
IAMOG
1165
Investors Asset Management of Georgia
Georgia
$512K +$26.4K +329 +6%
BBNA
1166
Bremer Bank National Association
Minnesota
$511K -$30.5K -380 -6%
CC
1167
Chicago Capital
Illinois
$510K +$56.2K +700 +14%
SC
1168
Sawyer & Company
Massachusetts
$509K -$19.7K -245 -4%
TAM
1169
Tocqueville Asset Management
New York
$508K -$91K -1,134 -17%
TCWM
1170
Total Clarity Wealth Management
Illinois
$506K -$31.8K -396 -7%
RMDI
1171
R.M. Davis Inc
Maine
$501K -$462K -5,759 -51%
PPW
1172
Parcion Private Wealth
Washington
$501K
SAM
1173
SP Asset Management
California
$499K -$104K -1,300 -19%
SGCA
1174
Steel Grove Capital Advisors
Tennessee
$497K -$1.36M -16,933 -76%
CWMGP
1175
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$496K -$365K -4,553 -46%