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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
626
Spotlight Asset Group
Illinois
$360K +$263K +3,790 New
BSAM
627
Blue Square Asset Management
New York
$358K -$237K -3,420 -48%
OFG
628
OmniStar Financial Group
North Carolina
$356K -$20.8K -300 -7%
ACA
629
Aptus Capital Advisors
Alabama
$356K +$261K +3,760 New
SFSIG
630
San Francisco Sentry Investment Group
California
$353K +$258K +3,720 New
SA
631
Strategic Advisors
New York
$352K +$255K +3,680 New
JWBC
632
J.W. Burns & Co
New York
$351K +$257K +3,700 New
RA
633
RFG Advisory
Alabama
$351K +$257K +3,700 New
MWA
634
MFA Wealth Advisors
Pennsylvania
$350K +$256K +3,690 New
JWM
635
JGP Wealth Management
Oregon
$349K +$238K +3,430 New
FHC
636
First Heartland Consultants
Missouri
$347K +$254K +3,660 New
FIM
637
Frontier Investment Management
Texas
$344K +$251K +3,620 New
CCA
638
Conservest Capital Advisors
Pennsylvania
$343K +$251K +3,610 New
IHL
639
Investment House LLC
California
$342K +$250K +3,600 New
PGWM
640
Parisi Gray Wealth Management
New Jersey
$342K +$250K +3,600 New
NP
641
NorthRock Partners
Minnesota
$340K +$183K +2,640 New
LWM
642
Laidlaw Wealth Management
New York
$338K +$247K +3,560 New
LWIC
643
Leith Wheeler Investment Counsel
British Columbia, Canada
$337K +$246K +3,550 New
EWA
644
Exencial Wealth Advisors
Oklahoma
$336K +$246K +3,540 New
DCM
645
Donaldson Capital Management
Indiana
$335K +$245K +3,530 New
CWM
646
Circle Wealth Management
New Jersey
$333K +$244K +3,510 New
NRI
647
NFP Retirement Inc
California
$332K +$243K +3,500 New
Northwestern Mutual Wealth Management
648
Northwestern Mutual Wealth Management
Wisconsin
$331K -$117K -1,680 -32%
GIM
649
Grassi Investment Management
California
$330K -$201K -2,900 -45%
APW
650
Aurora Private Wealth
New Jersey
$327K -$298K -4,290 -55%