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Name Holding Trade Value Shares
Change
Change in
Stake
IC
451
IEQ Capital
California
$236K
ZF
452
Zhang Financial
Michigan
$234K
LWM
453
Lodestone Wealth Management
Washington
$233K +$4.22K +83 +2%
CAI
454
Capital Advisors Inc
Oklahoma
$229K +$25.8K +507 +13%
ACA
455
Aptus Capital Advisors
Alabama
$222K +$5.13K +101 +2%
MCM
456
Mattern Capital Management
Colorado
$221K
FTCM
457
First Trust Capital Management
Illinois
$220K +$217K +4,262 New
SG
458
StoneX Group
New York
$219K +$217K +4,261 New
JIP
459
Jaffetilchin Investment Partners
Florida
$219K -$110K -2,173 -34%
MWM
460
MinichMacGregor Wealth Management
New York
$219K +$216K +4,255 New
LMKC
461
L.M. Kohn & Company
Ohio
$218K -$1.68K -33 -0.8%
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$217K -$98.5K -1,939 -32%
TWP
463
Tyche Wealth Partners
Texas
$214K +$211K +4,147 New
ATI
464
ARK & TLK Investments
Oklahoma
$213K
ACS
465
Archford Capital Strategies
Illinois
$212K -$3.66K -72 -2%
KWM
466
Kingsview Wealth Management
Oregon
$211K +$208K +4,089 New
HNB
467
Huntington National Bank
Ohio
$209K
SB
468
Strategic Blueprint
Georgia
$209K -$34.3K -675 -14%
PIA
469
Panoramic Investment Advisors
Colorado
$209K
HA
470
HFG Advisors
Ohio
$209K +$206K +4,050 New
CA
471
Clearstead Advisors
Ohio
$208K +$12.4K +244 +6%
WF
472
Welch & Forbes
Massachusetts
$208K
MWM
473
Mission Wealth Management
California
$206K
UIA
474
Ulland Investment Advisors
Minnesota
$206K
VDBMI
475
Van Den Berg Management I
Texas
$206K +$203K +3,990 New