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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
601
Buckingham Strategic Wealth
Missouri
$247K +$195K +745 New
UAS
602
United Asset Strategies
New York
$245K +$194K +738 New
SF
603
Synovus Financial
Georgia
$245K +$194K +741 New
CGH
604
Crossmark Global Holdings
Texas
$243K +$192K +732 New
FSC
605
Full Sail Capital
Oklahoma
$242K -$131K -500 -45%
WWA
606
WC Walker & Associates
California
$240K +$135K +513 New
WCM
607
WealthBridge Capital Management
Ohio
$239K +$189K +720 New
Caisse de Depot et Placement du Quebec (CDPQ)
608
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$236K +$187K +712 New
CS
609
Comerica Securities
Michigan
$235K +$186K +708 New
FEM
610
Fulcrum Equity Management
Texas
$234K +$185K +704 New
MS
611
Madden Securities
Texas
$233K +$184K +702 New
FMLI
612
Fukoku Mutual Life Insurance
Japan
$232K +$184K +700 New
IAM
613
Infusive Asset Management
New York
$231K +$182K +695 New
PTP
614
Platform Technology Partners
New York
$231K +$182K +695 New
SFA
615
Sequoia Financial Advisors
Ohio
$229K +$181K +691 New
CFGS
616
Concourse Financial Group Securities
Alabama
$227K +$30.4K +116 +20%
FFS
617
Founders Financial Securities
Maryland
$226K +$178K +680 New
FRM
618
Fox Run Management
Connecticut
$226K +$178K +680 New
MAS
619
Managed Account Services
Florida
$224K +$137K +522 New
CFG
620
Cooper Financial Group
California
$220K +$174K +663 New
HI
621
Hudock Inc
Pennsylvania
$219K
DWM
622
Dorchester Wealth Management
Quebec, Canada
$216K +$171K +650 New
AC
623
Abbrea Capital
California
$215K +$170K +649 New
FHA
624
First Horizon Advisors
Tennessee
$214K +$262 +1 +0.2%
TIAM2
625
Tru Independence Asset Management 2
Oregon
$213K +$169K +643 New