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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Bray Capital Advisors
Florida
$215K
V
402
Veritable
Delaware
$212K +$211K +4,035 New
CPA
403
Capital Planning Advisors
California
$211K +$209K +4,002 New
BL
404
Balentine LLC
Georgia
$211K +$209K +4,003 New
ECM
405
Estabrook Capital Management
New York
$204K
JWBC
406
John W. Bristol & Co
New York
$204K -$163K -3,132 -45%
MSA
407
Marino Stram & Associates
Massachusetts
$203K +$201K +3,846 New
YWP
408
YorkBridge Wealth Partners
New York
$203K +$201K +3,846 New
LA
409
Latitude Advisors
Florida
$203K +$201K +3,848 New
TIA
410
Tiemann Investment Advisors
California
$203K +$201K +3,860 New
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$202K -$50.7K -971 -20%
BDFN
412
Bond & Devick Financial Network
Minnesota
$202K +$200K +3,829 New
SPC
413
Sigma Planning Corp
Michigan
$202K +$200K +3,833 New
ST
414
Spinnaker Trust
Maine
$201K +$199K +3,808 New
BOPW
415
Brandywine Oak Private Wealth
Pennsylvania
$200K -$44.7K -856 -18%
AWA
416
Arkadios Wealth Advisors
Georgia
$200K +$159K +3,054 +405%
AWM
417
Avior Wealth Management
Nebraska
$198K
LC
418
Lindbrook Capital
California
$198K +$2.4K +46 +1%
AIC
419
Archer Investment Corporation
Indiana
$197K
ACA
420
Atlas Capital Advisors
Wyoming
$189K -$41.6K -798 -18%
JCM
421
Jacobi Capital Management
Pennsylvania
$183K +$3.65K +70 +2%
CFG
422
CKW Financial Group
Hawaii
$181K
JWA
423
JFS Wealth Advisors
Pennsylvania
$173K -$7.83K -150 -4%
GRP
424
Global Retirement Partners
California
$168K +$10.5K +202 +7%
Acadian Asset Management
425
Acadian Asset Management
Massachusetts
$165K +$164K +3,142 New