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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1401
Centaurus Financial
California
$393K -$26.4K -171 -6%
DTC
1402
Davidson Trust Company
Washington
$391K
PA
1403
Probity Advisors
Texas
$391K -$5.55K -36 -1%
SIA
1404
Strategic Investment Advisors
Michigan
$390K +$387K +2,511 New
LAM
1405
L2 Asset Management
Massachusetts
$388K +$13.9K +90 +4%
LFA
1406
Legacy Financial Advisors
Kentucky
$388K -$154 -1 -0%
TCOTS
1407
Trust Company of the South
North Carolina
$388K +$90K +584 +30%
FI
1408
Fractal Investments
Connecticut
$388K
DLA
1409
Douglas Lane & Associates
New York
$387K -$50.6K -328 -12%
BHC
1410
Bowen Hanes & Co
Florida
$387K
JRFS
1411
James Reed Financial Services
Ohio
$387K
SFC
1412
Strategic Financial Concepts
Texas
$385K -$8.02K -52 -2%
SP
1413
Successful Portfolios
Florida
$385K -$6.78K -44 -2%
BPWM
1414
Badgley Phelps Wealth Managers
Washington
$385K +$3.08K +20 +0.8%
RWM
1415
Revisor Wealth Management
Ohio
$384K -$12.2K -79 -3%
NAS
1416
Nicolet Advisory Services
Wisconsin
$384K +$3.08K +20 +0.8%
MCC
1417
Money Concepts Capital
Florida
$384K +$14.5K +94 +4%
EAM
1418
Eukles Asset Management
Ohio
$381K -$13K -84 -3%
CGA
1419
Crescent Grove Advisors
Illinois
$380K
DAC
1420
Dividend Assets Capital
South Carolina
$380K
FI
1421
Finivi Inc
Massachusetts
$377K
LF
1422
Lantz Financial
Illinois
$377K +$1.85K +12 +0.5%
ISL
1423
Ingalls & Snyder LLC
New York
$377K
SC
1424
Sawyer & Company
Massachusetts
$376K +$380K +2,467 New
SCM
1425
Sunbeam Capital Management
Georgia
$376K +$771 +5 +0.2%