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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1401
Deseret Mutual Benefit Administrators
Utah
$910K
NC
1402
NewSquare Capital
Pennsylvania
$909K +$9.23K +335 +1%
LA
1403
Latitude Advisors
Florida
$907K +$413 +15 +0%
FF
1404
Friedenthal Financial
New Jersey
$907K +$863K +31,332 New
SSG
1405
Summit Securities Group
New York
$904K -$1.28M -46,326 -60%
FNBT
1406
FineMark National Bank & Trust
Florida
$904K +$27.7K +1,006 +3%
SVWAG
1407
Sound View Wealth Advisors Group
Georgia
$901K +$332K +12,059 +63%
KWM
1408
Kingsman Wealth Management
Florida
$900K +$857K +31,089 New
LS
1409
Leelyn Smith
Illinois
$899K +$159K +5,776 +23%
RDWM
1410
Red Door Wealth Management
Tennessee
$898K -$85.9K -3,118 -9%
IC
1411
Inscription Capital
Texas
$896K -$295K -10,719 -26%
6F
1412
626 Financial
Michigan
$893K -$13.8K -500 -2%
KFI
1413
Key Financial Inc
Pennsylvania
$892K -$6.04K -219 -0.7%
SB
1414
Strategic Blueprint
Georgia
$890K -$139K -5,031 -14%
CHJWM
1415
Carlton Hofferkamp & Jenks Wealth Management
Texas
$889K -$9.56K -347 -1%
SEP
1416
Southland Equity Partners
Missouri
$889K -$4.52K -164 -0.5%
GC
1417
Gilbert & Cook
Iowa
$889K +$11.9K +431 +1%
GSIAS
1418
Garden State Investment Advisory Services
New Jersey
$886K +$37.4K +1,358 +5%
LI
1419
LRI Investments
Florida
$879K -$62.4K -2,265 -7%
PCM
1420
Perkins Capital Management
Minnesota
$878K -$34.4K -1,250 -4%
NEWAS
1421
N.E.W. Advisory Services
Wisconsin
$875K -$6.12K -222 -0.7%
FIB
1422
First Interstate Bank
Montana
$875K
JC
1423
JB Capital
Connecticut
$875K +$74.7K +2,709 +10%
SFS
1424
Solitude Financial Services
Virginia
$874K -$557K -20,212 -40%
MWM
1425
Mattern Wealth Management
Kansas
$871K +$13.9K +506 +2%