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Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
501
Beirne Wealth Consulting Services
Connecticut
$213K +$188K +472 New
SNBOSD
502
Security National Bank of So Dak
Iowa
$212K +$187K +469 New
CPA
503
Capital Planning Advisors
California
$210K +$185K +464 New
CCM
504
Covington Capital Management
California
$204K
CCA
505
Cadent Capital Advisors
Oklahoma
$204K +$179K +450 New
SB
506
Strategic Blueprint
Georgia
$203K -$303K -760 -63%
JHCP
507
Jackson Hole Capital Partners
Oklahoma
$202K +$178K +446 New
DWM
508
Doyle Wealth Management
Florida
$201K +$177K +445 New
CF
509
Centaurus Financial
California
$194K -$5.58K -14 -3%
PCM
510
Penserra Capital Management
California
$179K +$119K +298 +292%
IA
511
IFP Advisors
Florida
$171K +$23.5K +59 +18%
SWA
512
Sutton Wealth Advisors
Florida
$169K
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$167K +$23.1K +58 +19%
NCGI
514
Next Century Growth Investors
Minnesota
$164K
HIA
515
Harbor Investment Advisory
Maryland
$161K
FPS
516
Fieldpoint Private Securities
Connecticut
$152K +$134K +336 New
AF
517
Advisornet Financial
Minnesota
$147K -$1.99K -5 -2%
SFO
518
Standard Family Office
South Dakota
$142K +$125K +313 New
LSA
519
Leonteq Securities AG
Switzerland
$137K +$120K +302 New
HPC
520
HM Payson & Co
Maine
$136K +$1.99K +5 +2%
SPIA
521
Steward Partners Investment Advisory
New York
$132K +$29.9K +75 +35%
TFO
522
Tarbox Family Office
California
$131K -$27.9K -70 -19%
EWA
523
Evolution Wealth Advisors
Florida
$126K +$111K +278 New
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K +$86.5K +217 +556%
MSFP
525
Mark Sheptoff Financial Planning
Connecticut
$113K