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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1476
Financial Advisors Network
California
$367K +$82.3K +807 +28%
III
1477
Independent Investors Inc
New York
$366K -$48.7K -478 -12%
RPCONE
1478
Retirement Planning Company of New England
Rhode Island
$365K +$12.3K +121 +3%
WG
1479
Welch Group
Alabama
$364K -$195K -1,913 -34%
TSW
1480
Thompson Siegel & Walmsley
Virginia
$364K -$15.2K -149 -4%
HFRG
1481
Houlihan Financial Resource Group
Virginia
$364K +$306 +3 +0.1%
CGL
1482
Clarius Group LLC
Washington
$363K -$75.5K -740 -17%
FAG
1483
Financial Advisory Group
Texas
$363K -$36.6K -359 -9%
LL
1484
LPWM LLC
Minnesota
$363K -$11.9K -117 -3%
EFSCE
1485
Enterprise Financial Services Corp (EFSC)
Missouri
$362K +$23.9K +234 +7%
MSE
1486
MUFG Securities EMEA
United Kingdom
$362K +$11K +108 +3%
NFP
1487
Narus Financial Partners
Utah
$361K +$367K +3,602 New
GWA
1488
GGM Wealth Advisors
Maryland
$358K +$3.37K +33 +1%
JAG
1489
Journey Advisory Group
Kentucky
$358K -$146K -1,428 -29%
BFS
1490
Bard Financial Services
Connecticut
$358K -$58K -569 -14%
JWM
1491
Janiczek Wealth Management
Colorado
$356K +$45.2K +443 +16%
HBT
1492
Hills Bank & Trust
Iowa
$356K +$61.8K +606 +21%
I2I
1493
Insight 2811 Inc
Illinois
$355K -$30.5K -299 -8%
KFI
1494
Key Financial Inc
Pennsylvania
$355K – – –
IAIM
1495
Industrial Alliance Investment Management
Quebec, Canada
$353K +$109K +1,068 +44%
SC
1496
Searle & Co
Connecticut
$353K -$85.4K -837 -19%
ECM
1497
Estabrook Capital Management
New York
$353K -$14.3K -140 -4%
LOIP
1498
Live Oak Investment Partners
Texas
$352K – – –
SWA
1499
Sutton Wealth Advisors
Florida
$352K +$36.3K +356 +11%
VAM
1500
Verity Asset Management
North Carolina
$352K -$148K -1,453 -29%