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Name Holding Trade Value Shares
Change
Change in
Stake
ORC
301
O'Rourke & Company
Massachusetts
$451K -$85 -1 -0%
PA
302
Parallel Advisors
California
$449K +$99.1K +1,165 +27%
IAA
303
Independent Advisor Alliance
North Carolina
$446K +$49.5K +582 +12%
PA
304
Prairie Advisory
Kansas
$444K +$455K +5,356 New
VFA
305
Valeo Financial Advisors
Indiana
$437K +$154K +1,811 +52%
SF
306
Summit Financial
New Jersey
$435K +$84.4K +993 +23%
X
307
Xponance
Pennsylvania
$432K +$443K +5,213 New
RA
308
RFG Advisory
Alabama
$431K +$3.57K +42 +0.8%
IWM
309
IHT Wealth Management
Illinois
$430K -$121K -1,424 -22%
CB
310
Commerce Bank
Missouri
$429K -$4.76K -56 -1%
GT
311
Greenleaf Trust
Michigan
$428K -$30.9K -363 -7%
IP
312
Indivisible Partners
Florida
$424K +$435K +5,114 New
GFA
313
Gallagher Fiduciary Advisors
Illinois
$422K +$23.6K +277 +6%
AF
314
Allworth Financial
California
$419K -$62.6K -736 -13%
IA
315
IFP Advisors
Florida
$418K +$87K +1,023 +25%
TAM
316
Todd Asset Management
Kentucky
$418K
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$417K +$89K +1,047 +26%
VFM
318
Viking Fund Management
North Dakota
$414K
CIS
319
Custom Index Systems
New York
$408K +$418K +4,921 New
SRC
320
Sage Rhino Capital
California
$407K +$11.7K +138 +3%
GI
321
GAMMA Investing
California
$406K +$24K +282 +6%
MHC
322
May Hill Capital
Massachusetts
$397K +$14.8K +174 +4%
MFA
323
Mayflower Financial Advisors
Massachusetts
$396K +$65.6K +772 +19%
TFA
324
Transamerica Financial Advisors
Florida
$394K -$125K -1,474 -24%
MWM
325
Meridian Wealth Management
Kentucky
$394K -$4.25K -50 -1%