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Name Holding Trade Value Shares
Change
Change in
Stake
IF
801
Intrua Financial
Texas
$264K -$20.3K -141 -6%
C
802
Certuity
Florida
$262K -$34.4K -239 -10%
RA
803
RFG Advisory
Alabama
$262K -$14.5K -101 -4%
MFA
804
Mayflower Financial Advisors
Massachusetts
$258K +$20.6K +143 +7%
JWM
805
Jeppson Wealth Management
California
$257K -$4.32K -30 -1%
JSA
806
Jacobson & Schmitt Advisors
Wisconsin
$257K
DI
807
Diligent Investors
California
$256K +$93.5K +650 +42%
BAM
808
BTS Asset Management
Massachusetts
$255K +$315K +2,187 New
AAS
809
Ameritas Advisory Services
Nebraska
$255K +$314K +2,185 New
TA
810
TKG Advisors
Indiana
$255K +$300K +2,085 New
WCM
811
Whitener Capital Management
North Carolina
$253K
MAM
812
Madison Asset Management
Wisconsin
$252K -$5.61K -39 -2%
MIA
813
Madison Investment Advisors
Wisconsin
$252K +$311K +2,161 New
TWA
814
TCI Wealth Advisors
Arizona
$252K +$13.1K +91 +4%
FI
815
Finivi Inc
Massachusetts
$250K -$264K -1,836 -46%
LA
816
LBP AM
France
$249K -$1.21M -8,439 -80%
JWCA
817
J.W. Cole Advisors
Florida
$248K +$10.1K +70 +3%
CCG
818
Catalina Capital Group
California
$247K -$27.2K -189 -8%
DWA
819
Douglass Winthrop Advisors
New York
$247K
TAM
820
Tocqueville Asset Management
New York
$243K -$4.89K -34 -2%
CAMG
821
CWA Asset Management Group
Florida
$243K -$19.4K -135 -6%
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$243K -$28.8K -200 -9%
APP
823
Avantax Planning Partners
Iowa
$242K
FMWA
824
Forvis Mazars Wealth Advisors
Missouri
$242K +$2.88K +20 +1%
MWM
825
Modern Wealth Management
Kansas
$241K +$46.5K +323 +19%