Name Holding Trade Value Shares
Change
Change in
Stake
SSA
2501
Sierra Summit Advisors
Nevada
$202K -$148K -6,010 -43%
DA
2502
Detalus Advisors
Missouri
$202K -$24K -972 -11%
CIC
2503
Chilton Investment Company
Connecticut
$201K +$195K +7,892 New
MMA
2504
Mizuho Markets Americas
New York
$201K +$195K +7,887 New
DAC
2505
Dividend Assets Capital
South Carolina
$201K +$195K +7,881 New
BI
2506
Binnacle Investments
Iowa
$201K +$52.4K +2,124 +37%
RFP
2507
Root Financial Partners
California
$200K +$193K +7,837 New
MAM
2508
Marquette Asset Management
Minnesota
$199K +$193K +7,818 New
PWMG
2509
Prestige Wealth Management Group
New Jersey
$199K -$2.05K -83 -1%
MFT
2510
Moisand Fitzgerald Tamayo
Florida
$198K -$3.7K -150 -2%
VFM
2511
Vision Financial Markets
Connecticut
$197K -$12.2K -493 -6%
Loomis, Sayles & Company
2512
Loomis, Sayles & Company
Massachusetts
$195K -$37K -1,498 -16%
GWP
2513
Gen-Wealth Partners
Michigan
$195K -$4.54K -184 -2%
HNW
2514
High Note Wealth
Minnesota
$186K -$4.81K -195 -3%
AAG
2515
Armstrong Advisory Group
Massachusetts
$182K -$43.5K -1,764 -20%
CB
2516
Centennial Bank
Arkansas
$181K -$12.1K -492 -6%
CM
2517
Capula Management
Cayman Islands
$181K -$2.67M -108,303 -94%
SWA
2518
SOA Wealth Advisors
New York
$179K -$19.9K -808 -10%
HIM
2519
Hillsdale Investment Management
Ontario, Canada
$175K +$111K +4,490 +189%
CIA
2520
Cape Investment Advisory
Georgia
$170K -$162K -6,576 -50%
CTA
2521
Colonial Trust Advisors
South Carolina
$167K -$153K -6,180 -49%
HFM
2522
Hartford Financial Management
Connecticut
$164K -$2.47K -100 -2%
LI
2523
LRI Investments
Florida
$163K – – –
NEWAS
2524
N.E.W. Advisory Services
Wisconsin
$162K +$45.5K +1,842 +41%
WFA
2525
Wellspring Financial Advisors
Ohio
$162K +$37.2K +1,507 +9%