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Name Holding Trade Value Shares
Change
Change in
Stake
KF
1126
Krilogy Financial
Missouri
$229K +$218K +6,258 New
CHJWM
1127
Carlton Hofferkamp & Jenks Wealth Management
Texas
$226K -$53.9K -1,550 -20%
IA
1128
IFG Advisory
Georgia
$226K +$228K +6,561 New
IAS
1129
Investment Advisory Services
Texas
$225K -$13.6K -392 -6%
CA
1130
Continuum Advisory
Idaho
$224K +$226K +6,508 New
PC
1131
Pecaut & Co
Iowa
$223K
CI
1132
Conning Inc
Connecticut
$220K
IF
1133
IRON Financial
Illinois
$219K +$222K +6,386 New
WG
1134
Welch Group
Alabama
$219K -$696 -20 -0.3%
PFM
1135
Patton Fund Management
Texas
$219K
PP
1136
Patten & Patten
Tennessee
$219K -$40.4K -1,160 -15%
BP
1137
BBR Partners
New York
$218K +$221K +6,353 New
WSC
1138
Wellington Shields & Co
New York
$217K
RC
1139
Rexford Capital
Texas
$216K +$9.19K +264 +4%
NG
1140
Norden Group
Utah
$215K +$9.05K +260 +4%
FMP
1141
Financial Management Professionals
Texas
$215K +$13.4K +386 +7%
CSC
1142
Caldwell Sutter Capital
California
$214K +$696 +20 +0.3%
BWG
1143
Beta Wealth Group
California
$213K -$6.99K -201 -3%
GCM
1144
Gibraltar Capital Management
Oklahoma
$213K +$216K +6,195 New
TNB
1145
Thomasville National Bank
Georgia
$212K +$214K +6,162 New
CWA
1146
Cura Wealth Advisors
Illinois
$211K +$214K +6,139 New
1WM
1147
1858 Wealth Management
Ohio
$209K +$212K +6,082 New
RHP
1148
Royal Harbor Partners
Texas
$209K +$35 +1 +0%
GM
1149
GeoWealth Management
Illinois
$208K -$12.6K -362 -6%
CAL
1150
Capital Analysts LLC
Pennsylvania
$208K -$3.48K -100 -2%