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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
276
Kings Point Capital Management
New York
$22K
IA
277
Inspire Advisors
Idaho
$22K +$22.7K +545 New
NFG
278
Next Financial Group
Texas
$19K +$1.04K +25 +6%
VFA
279
Valeo Financial Advisors
Indiana
$18K
MAM
280
Meeder Asset Management
Ohio
$18K +$2.91K +70 +19%
RPWA
281
Regent Peak Wealth Advisors
Georgia
$16K +$16.6K +400 New
AF
282
Allworth Financial
California
$15K +$458 +11 +3%
QCG
283
Quadrant Capital Group
Ohio
$14K
CT
284
Caldwell Trust
Florida
$12.3K
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$12K
LC
286
Lindbrook Capital
California
$11K
GAM
287
Gemmer Asset Management
California
$9K
VCG
288
Vantage Consulting Group
Virginia
$9K +$9.45K +227 New
MG
289
MilWealth Group
Wisconsin
$8.39K
TCOV
290
Trust Company of Vermont
Vermont
$8K -$19.4K -466 -70%
WTC
291
WhitTier Trust Company
Nevada
$8K -$4.5K -108 -35%
CFFP
292
Center for Financial Planning
Michigan
$8K
CA
293
Clearstead Advisors
Ohio
$8K
MWC
294
MBM Wealth Consultants
Missouri
$8K
RFA
295
Reilly Financial Advisors
California
$8K
HFA
296
Hoover Financial Advisors
Pennsylvania
$8K +$7.99K +192 New
CCA
297
Childress Capital Advisors
Texas
$8K +$8.32K +200 New
MI
298
Markston International
New York
$6K
AssetMark Inc
299
AssetMark Inc
California
$5K
TF
300
TimeScale Financial
Massachusetts
$5K +$83 +2 +2%