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Name Holding Trade Value Shares
Change
Change in
Stake
CA
901
Carson Advisory
Georgia
$434K – – –
SAM
902
Secure Asset Management
Michigan
$432K +$37.1K +152 +8%
RWI
903
Red Wave Investments
Pennsylvania
$428K -$73.2K -300 -13%
ZBNA
904
Zions Bancorporation, National Association
Utah
$424K -$98.1K -402 -17%
SFS
905
Sowell Financial Services
Arkansas
$424K +$36.6K +150 +8%
SLG
906
Stanley-Laman Group
Pennsylvania
$424K +$472K +1,932 New
AA
907
Armis Advisers
Georgia
$420K +$96.4K +395 +19%
Koshinski Asset Management
908
Koshinski Asset Management
Illinois
$417K -$29.5K -121 -6%
SRS
909
Strong Retirement Solutions
Washington
$417K +$464K +1,901 New
TM
910
TigerOak Management
New Mexico
$417K +$25.4K +104 +6%
OM
911
OV Management
Minnesota
$415K -$7.32K -30 -2%
FFA
912
Fi3 Financial Advisors
Indiana
$414K +$11.5K +47 +3%
GIA
913
Gladstone Institutional Advisory
Florida
$414K +$38.8K +159 +9%
AIA
914
AssuredPartners Investment Advisors
Florida
$411K -$32.5K -133 -7%
PGFC
915
Peapack-Gladstone Financial Corp
New Jersey
$408K -$59.1K -242 -12%
FWA
916
Fulcrum Wealth Advisors
Washington
$407K +$453K +1,855 New
PPWP
917
Premier Path Wealth Partners
New Jersey
$406K +$69.1K +283 +18%
TFA
918
Teamwork Financial Advisors
Texas
$403K +$10.7K +44 +2%
EGA
919
E&G Advisors
Texas
$401K – – –
QWP
920
Quotient Wealth Partners
Texas
$399K +$10K +41 +2%
PIA
921
Powell Investment Advisors
Florida
$397K – – –
IWA
922
IVC Wealth Advisors
Pennsylvania
$396K +$1.47K +6 +0.3%
OP
923
ORG Partners
Indiana
$394K +$14.2K +58 +3%
NP
924
NorthRock Partners
Minnesota
$392K -$864K -3,539 -66%
FSA
925
Fort Sheridan Advisors
Illinois
$392K – – –