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Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
451
L.M. Kohn & Company
Ohio
$228K +$1.73K +33 +0.8%
ACA
452
Aptus Capital Advisors
Alabama
$225K -$23.5K -449 -10%
ACS
453
Archford Capital Strategies
Illinois
$224K – – –
TFS
454
Thoroughbred Financial Services
Tennessee
$223K +$219K +4,174 New
ATI
455
ARK & TLK Investments
Oklahoma
$221K +$216K +4,129 New
HNB
456
Huntington National Bank
Ohio
$218K +$8.64K +165 +4%
PIA
457
Panoramic Investment Advisors
Colorado
$217K -$6.81K -130 -3%
MW
458
Marcum Wealth
Ohio
$217K -$12.6K -241 -6%
EH
459
Equitable Holdings
New York
$216K +$211K +4,032 New
WF
460
Welch & Forbes
Massachusetts
$216K +$211K +4,029 New
RWA
461
Redhawk Wealth Advisors
Minnesota
$214K +$210K +4,003 New
GT
462
Glenview Trust
Kentucky
$214K +$210K +4,000 New
MWM
463
Mission Wealth Management
California
$214K +$210K +4,000 New
UIA
464
Ulland Investment Advisors
Minnesota
$214K – – –
CAI
465
Capital Advisors Inc
Oklahoma
$211K +$206K +3,935 New
STA
466
Summit Trail Advisors
New York
$209K +$205K +3,912 New
WJA
467
Willis Johnson & Associates
Texas
$207K +$202K +3,861 New
SFC
468
SYM Financial Corp
Indiana
$205K +$200K +3,825 New
BWP
469
Balboa Wealth Partners
Arizona
$205K +$200K +3,821 New
WC
470
Waterloo Capital
Texas
$204K +$200K +3,816 New
WA
471
Wambolt & Associates
Colorado
$203K +$198K +3,787 New
CA
472
Clearstead Advisors
Ohio
$203K +$105 +2 +0.1%
SFP
473
Shepherd Financial Partners
Massachusetts
$200K +$196K +3,746 New
ATC
474
Adirondack Trust Company
New York
$198K – – –
ACM
475
Anfield Capital Management
California
$193K – – –