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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
526
Wilbanks Smith & Thomas Asset Management
Virginia
$216K – – –
IIM
527
Ipswich Investment Management
Massachusetts
$215K – – –
LNC
528
Lincoln National Corp
Pennsylvania
$215K +$2.53K +32 +1%
RGC
529
Roberts, Glore & Co
Illinois
$214K – – –
EH
530
Equitable Holdings
New York
$214K +$232K +2,931 New
SWM
531
Scissortail Wealth Management
Oklahoma
$213K +$210K +2,660 New
SW
532
StrongBox Wealth
Missouri
$212K -$70.2K -888 -23%
GAM
533
Gould Asset Management
California
$211K +$10.7K +135 +5%
PCIA
534
Prime Capital Investment Advisors
Kansas
$210K +$227K +2,870 New
CWM
535
Cadence Wealth Management
Massachusetts
$209K +$29.9K +378 +15%
HI
536
Harbour Investments
Wisconsin
$204K -$42.4K -537 -16%
MCC
537
Money Concepts Capital
Florida
$203K +$88.9K +1,125 +68%
BSG
538
Black Swift Group
Colorado
$201K -$1.19M -15,000 -85%
TRCT
539
Tower Research Capital (TRC)
New York
$193K -$61.1K -773 -23%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$175K +$6.95K +88 +4%
GWM
541
Geneos Wealth Management
Colorado
$166K – – –
CTC
542
Central Trust Company
Missouri
$159K -$114K -1,440 -40%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$146K – – –
KOCAA
544
Knights of Columbus Asset Advisors
Connecticut
$143K +$155K +1,961 New
SC
545
Solstein Capital
California
$135K +$147K +1,855 New
GC
546
Garde Capital
Washington
$131K – – –
QCG
547
Quadrant Capital Group
Ohio
$126K -$60.4K -764 -31%
PFBT
548
Parkside Financial Bank & Trust
Missouri
$124K +$134K +1,692 New
Royal London Asset Management
549
Royal London Asset Management
United Kingdom
$119K +$129K +1,632 New
NA
550
NewEdge Advisors
Louisiana
$118K -$46.3K -586 -5%