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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
301
Buckingham Strategic Wealth
Missouri
$246K +$242K +5,680 New
FIM
302
Freedom Investment Management
Connecticut
$243K -$20.2K -476 -8%
CAM
303
Cozad Asset Management
Illinois
$239K -$12.3K -290 -5%
VFA
304
Valeo Financial Advisors
Indiana
$239K -$10.9K -257 -4%
HH
305
Hilltop Holdings
Texas
$238K -$19.6K -460 -8%
GAMC
306
Garner Asset Management Corp
Texas
$236K -$4.25K -100 -2%
FWM
307
Fairhaven Wealth Management
Illinois
$236K +$8.42K +198 +4%
JFA
308
JNBA Financial Advisors
Minnesota
$236K +$12.7K +299 +6%
KMWM
309
Keudell/Morrison Wealth Management
Oregon
$236K +$25.4K +597 +12%
PFPT
310
Pinnacle Financial Partners (Tennessee)
Tennessee
$235K +$4.08K +96 +2%
SRC
311
Sage Rhino Capital
California
$232K +$15.3K +360 +7%
KWMG
312
King Wealth Management Group
Florida
$229K -$799K -18,800 -78%
BCM
313
BTC Capital Management
Iowa
$228K -$5.02K -118 -2%
LSAG
314
Lake Street Advisors Group
New Hampshire
$226K -$9.57K -225 -4%
BFS
315
Bradley Foster & Sargent
Connecticut
$226K
AI
316
Atria Investments
North Carolina
$225K +$226K +5,325 New
FFWA
317
FRG Family Wealth Advisors
Washington
$224K -$165K -3,877 -43%
MAA
318
Mraz Amerine & Associates
California
$221K
MCM
319
MAI Capital Management
Ohio
$219K -$2.81K -66 -1%
JWA
320
JFS Wealth Advisors
Pennsylvania
$216K -$1.23K -29 -0.6%
APA
321
American Portfolios Advisors
New York
$213K -$5.53K -130 -3%
MIG
322
McGuire Investment Group
Rhode Island
$213K +$2.38K +56 +1%
HNB
323
Huntington National Bank
Ohio
$211K +$2.47K +58 +1%
BP
324
Ballentine Partners
Massachusetts
$210K +$553 +13 +0.3%
EP
325
Elkfork Partners
Oregon
$206K +$202K +4,752 New