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Name Holding Trade Value Shares
Change
Change in
Stake
FI
2251
Financial Insights
Washington
$297K -$18.4K -833 -6%
AG
2252
AIA Group
Hong Kong
$297K +$288K +13,010 New
ATWA
2253
Arbor Trust Wealth Advisors
Michigan
$296K -$14.6K -662 -5%
IA
2254
Inspire Advisors
Idaho
$296K +$3.23K +146 +1%
LFA
2255
Legacy Financial Advisors
Kentucky
$296K +$7.89K +357 +3%
SDJVC
2256
St. Denis J. Villere & Co
Louisiana
$294K +$45.3K +2,047 +19%
MWP
2257
Meridian Wealth Partners
Pennsylvania
$293K -$69.3K -3,136 -20%
LTI
2258
Laffer Tengler Investments
Tennessee
$292K -$649K -29,345 -70%
WP
2259
WMS Partners
Maryland
$292K -$15.5K -700 -5%
WC
2260
Weil Company
California
$292K +$1.83K +83 +0.7%
PCP
2261
Proficio Capital Partners
Massachusetts
$291K -$73.1K -3,307 -21%
LC
2262
Landaas & Company
Wisconsin
$291K
JAG
2263
Journey Advisory Group
Kentucky
$290K -$439K -19,842 -61%
RZH
2264
Relyea Zuckerberg Hanson
Connecticut
$290K +$21.2K +957 +8%
ME
2265
McIlrath & Eck
Washington
$288K -$54.4K -2,461 -16%
FBA
2266
Front Barnett Associates
Illinois
$288K -$5.22K -236 -2%
NFP
2267
Narus Financial Partners
Utah
$285K +$276K +12,468 New
FPCP
2268
Fort Point Capital Partners
California
$285K +$38.1K +1,721 +16%
W
2269
WealthStone
Ohio
$284K +$57.8K +2,615 +27%
NF
2270
Nikulski Financial
Iowa
$283K
GJIC
2271
Gamble Jones Investment Counsel
California
$283K +$5.15K +233 +2%
LFS
2272
Legacy Financial Strategies
Kansas
$283K +$273K +12,369 New
LC
2273
Lindbrook Capital
California
$282K -$83.4K -3,774 -23%
HI
2274
Hoey Investments
Pennsylvania
$282K -$58.5K -2,648 -18%
HFP
2275
Holistic Financial Partners
Indiana
$282K