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Name Holding Trade Value Shares
Change
Change in
Stake
BT
1501
Banque Transatlantique
France
$327K +$334K +2,550 New
JRFS
1502
James Reed Financial Services
Ohio
$327K +$332K +2,534 New
PA
1503
Promethium Advisors
Maryland
$327K
RMF
1504
Red Mountain Financial
Colorado
$326K +$1.57K +12 +0.5%
SP
1505
Successful Portfolios
Florida
$326K
MGIA
1506
Matthew Goff Investment Advisor
Texas
$324K
FI
1507
Fractal Investments
Connecticut
$323K
SSWG
1508
Seven Springs Wealth Group
Tennessee
$323K
RG
1509
Renaissance Group
Kentucky
$322K -$26.9K -205 -8%
CB
1510
Cadence Bank
Mississippi
$322K -$31.2K -238 -9%
WTFG
1511
Wells Trecaso Financial Group
Ohio
$322K -$19.7K -150 -6%
FPCP
1512
Fort Point Capital Partners
California
$321K -$22.6K -172 -6%
GM
1513
GeoWealth Management
Illinois
$319K -$667K -5,088 -67%
SAM
1514
SignalPoint Asset Management
Missouri
$319K -$22.4K -171 -6%
LF
1515
Lantz Financial
Illinois
$319K -$3.94K -30 -1%
DAC
1516
Dividend Assets Capital
South Carolina
$318K -$34.9K -266 -10%
TNA
1517
True North Advisors
Texas
$317K +$48.1K +367 +18%
CFS
1518
Commonwealth Financial Services
West Virginia
$317K +$35K +267 +12%
BFAG
1519
Blackston Financial Advisory Group
Florida
$317K +$787 +6 +0.2%
SAM
1520
Smartleaf Asset Management
Massachusetts
$315K +$100K +766 +46%
CWM
1521
Campbell Wealth Management
Virginia
$315K +$320K +2,438 New
FI
1522
Finivi Inc
Massachusetts
$314K
GS
1523
GWN Securities
Florida
$314K +$278K +2,122 New
FFS
1524
Founders Financial Securities
Maryland
$314K +$113K +861 +55%
SBIA
1525
Sheaff Brock Investment Advisors
Indiana
$313K -$26.1K -199 -8%