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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$442K -$7.01K -100 -2%
SAI
252
Savvy Advisors Inc
New York
$441K +$45.9K +655 +12%
LFAS
253
Level Four Advisory Services
Texas
$439K +$24.6K +351 +6%
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$435K +$49K +698 +13%
GFA
255
Gallagher Fiduciary Advisors
Illinois
$434K -$360K -5,139 -46%
JIC
256
Joel Isaacson & Co
New York
$428K
TPI
257
Trust Point Inc
Wisconsin
$427K +$57.2K +815 +16%
SIC
258
Samalin Investment Counsel
New York
$423K +$15.6K +223 +4%
GCC
259
Guardian Capital (Canada)
Ontario, Canada
$422K +$413K +5,895 New
KWA
260
Kingswood Wealth Advisors
California
$421K +$190K +2,707 +85%
MYIA
261
Mount Yale Investment Advisors
Colorado
$414K +$250K +3,560 +161%
CFG
262
Carr Financial Group
Massachusetts
$409K +$10K +143 +3%
AC
263
AlphaCore Capital
California
$407K +$288K +4,103 +259%
FAM
264
Formidable Asset Management
Ohio
$402K
ORC
265
O'Rourke & Company
Massachusetts
$395K +$1.33K +19 +0.3%
AAP
266
Arax Advisory Partners
Colorado
$385K +$55.5K +791 +17%
KeyBank National Association
267
KeyBank National Association
Ohio
$385K +$63K +898 +20%
S
268
Sunpointe
Missouri
$382K -$5.89K -84 -2%
SPIA
269
Steward Partners Investment Advisory
New York
$381K -$29K -413 -7%
Walleye Trading
270
Walleye Trading
New York
$380K -$743K -10,590 -67%
ATIA
271
American Trust Investment Advisors
New Hampshire
$376K
KFS
272
Keynote Financial Services
Connecticut
$369K
AFW
273
Atlantic Family Wealth
Florida
$366K
BF
274
Brucke Financial
Indiana
$363K +$78.2K +1,115 +29%
RA
275
RFG Advisory
Alabama
$362K +$6.73K +96 +2%