Name Holding Trade Value Shares
Change
Change in
Stake
ARC
2901
Advisor Resource Council
Texas
$242K -$544K -6,840 -69%
PFM
2902
Patton Fund Management
Texas
$242K +$243K +3,051 New
MFC
2903
Morris Financial Concepts
South Carolina
$241K -$92.6K -1,165 -28%
BCM
2904
Buckhead Capital Management
Georgia
$241K – – –
PAG
2905
Powers Advisory Group
Illinois
$241K +$10.7K +135 +5%
SGI
2906
Swan Global Investments
Colorado
$241K +$39.3K +494 +19%
BA
2907
Ballew Advisors
Mississippi
$241K – – –
SSW
2908
Smith Shellnut Wilson
Mississippi
$241K – – –
PMFA
2909
Plante Moran Financial Advisors
Michigan
$240K +$72.9K +917 +43%
SFP
2910
Sterling Financial Planning
New Jersey
$239K -$4.29K -54 -2%
PCH
2911
PGIM Custom Harvest
New Jersey
$238K -$69.6K -876 -23%
CCAL
2912
City Center Advisors LLC
Michigan
$238K +$239K +3,004 New
KW
2913
KWB Wealth
California
$238K +$1.19K +15 +0.6%
GCIA
2914
Gabelli & Co Investment Advisers
New York
$237K – – –
SPWM
2915
Schrum Private Wealth Management
Florida
$237K +$159 +2 +0.1%
BAM
2916
Byrne Asset Management
New Jersey
$237K -$7.55K -95 -3%
NC
2917
North Capital
Utah
$237K -$9.3K -117 -4%
PSC
2918
Prentiss Smith & Co
Vermont
$237K -$7.95K -100 -3%
NWA
2919
New World Advisors
Massachusetts
$236K +$237K +2,982 New
PWP
2920
Phillips Wealth Planners
Mississippi
$235K -$17.2K -216 -7%
FFA
2921
Florida Financial Advisors
Florida
$235K -$57K -717 -19%
BIA
2922
Bell Investment Advisors
California
$234K +$20.3K +255 +9%
CPG
2923
Cornerstone Planning Group
New Jersey
$234K -$1.59K -20 -0.7%
IPW
2924
Intergy Private Wealth
Colorado
$233K +$10.6K +133 +5%
TM
2925
TigerOak Management
New Mexico
$233K +$12.4K +156 +6%