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Name Holding Trade Value Shares
Change
Change in
Stake
RR
1101
Robotti Robert
$275K
EA
1102
Everpar Advisors
Oklahoma
$274K -$69.9K -1,927 -21%
SC
1103
Sapient Capital
Indiana
$274K -$27.7K -765 -10%
CI
1104
Conning Inc
Connecticut
$274K +$26.5K +730 +11%
KF
1105
Krilogy Financial
Missouri
$272K -$28.5K -785 -13%
AW
1106
Avion Wealth
Texas
$271K +$3.3K +91 +1%
MA
1107
Mutual Advisors
Nebraska
$271K -$39.8K -1,097 -13%
DTC
1108
Davidson Trust Company
Washington
$270K
DIM
1109
Delta Investment Management
California
$270K -$16.9K -466 -6%
FCBT
1110
First Citizens Bank & Trust
North Carolina
$269K -$50.9K -1,403 -17%
BBA
1111
BLB&B Advisors
Pennsylvania
$269K -$34.3K -946 -12%
MO
1112
McMillan Office
Michigan
$268K +$253K +6,984 New
WF
1113
Welch & Forbes
Massachusetts
$266K -$35.9K -990 -12%
NG
1114
Norden Group
Utah
$266K +$23.7K +655 +10%
RFP
1115
Roth Financial Partners
Texas
$265K
GWP
1116
Gateway Wealth Partners
Wisconsin
$265K +$36.7K +1,013 +17%
BWCS
1117
Beirne Wealth Consulting Services
Connecticut
$264K +$249K +6,872 New
CA
1118
Continuum Advisory
Idaho
$264K +$13.2K +363 +6%
V
1119
VeraBank
Texas
$262K -$35.9K -991 -13%
RIM
1120
Reliant Investment Management
Tennessee
$262K -$30.2K -832 -11%
FPCP
1121
Fort Point Capital Partners
California
$259K +$202K +5,569 New
IFG
1122
Independent Financial Group
California
$258K -$92K -2,539 -27%
IWM
1123
IHT Wealth Management
Illinois
$257K +$28K +773 +13%
LFA
1124
Legacy Financial Advisors
Kentucky
$256K +$241K +6,662 New
KCM
1125
Kathmere Capital Management
Pennsylvania
$255K -$57.4K -1,584 -19%