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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
801
Investment Advisory Group
Massachusetts
$246K – – –
LSAG
802
Lake Street Advisors Group
New Hampshire
$245K -$552 -2 -0.2%
VFA
803
Valeo Financial Advisors
Indiana
$245K +$235K +851 New
FCMT
804
Founders Capital Management (Texas)
Texas
$245K – – –
DT
805
Diversified Trust
Tennessee
$245K +$43K +156 +22%
IAA
806
Independent Advisor Alliance
North Carolina
$243K +$15.7K +57 +7%
SWM
807
Schwallier Wealth Management
Michigan
$242K +$2.48K +9 +1%
GGI
808
Godsey & Gibb Inc
Virginia
$241K +$6.62K +24 +3%
CTC
809
Cetera Trust Company
Minnesota
$239K – – –
BFA
810
BBJS Financial Advisors
Washington
$238K -$761K -2,761 -77%
AAS
811
Ameritas Advisory Services
Nebraska
$238K -$36.7K -133 -14%
TIAA Trust, National Association
812
TIAA Trust, National Association
North Carolina
$238K +$24K +87 +12%
IAS
813
Insigneo Advisory Services
Florida
$236K -$33.4K -121 -13%
EM
814
Excalibur Management
Massachusetts
$234K +$4.96K +18 +2%
GSEP
815
Golden State Equity Partners
California
$232K +$223K +808 New
HGERS
816
Householder Group Estate & Retirement Specialist
Arizona
$232K -$21.8K -79 -9%
RG
817
Renaissance Group
Kentucky
$232K +$14.1K +51 +7%
SP
818
Successful Portfolios
Florida
$231K – – –
ARA
819
Alexander Randolph Advisory
Virginia
$231K – – –
SC
820
Searle & Co
Connecticut
$230K +$221K +800 New
EWM
821
Empirical Wealth Management
Washington
$229K -$62.9K -228 -22%
GWP
822
Gen-Wealth Partners
Michigan
$229K +$37.8K +137 +21%
SAM
823
S.A. Mason
Michigan
$229K +$17.4K +63 +9%
RMCM
824
Reynders McVeigh Capital Management
Massachusetts
$228K – – –
ACM
825
Andina Capital Management
Utah
$228K +$18.2K +66 +9%