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Name Holding Trade Value Shares
Change
Change in
Stake
PP
851
Patron Partners
Texas
$378K +$378K +2,608 New
CS
852
Comerica Securities
Michigan
$375K -$5.94K -41 -2%
FGA
853
Fortis Group Advisors
New Jersey
$372K +$374K +2,585 New
CCWM
854
Cassaday & Co Wealth Management
Virginia
$370K +$25.9K +179 +8%
Empower Advisory Group
855
Empower Advisory Group
Colorado
$369K +$364K +2,512 New
FIM
856
Freedom Investment Management
Connecticut
$368K +$79.7K +550 +28%
CFP
857
Catalyst Financial Partners
Massachusetts
$367K +$32.5K +224 +10%
DT
858
Diversified Trust
Tennessee
$367K +$367K +2,536 New
HPC
859
HM Payson & Co
Maine
$366K +$366K +2,525 New
SEA
860
Stegent Equity Advisors
Texas
$366K
KTC
861
Kistler-Tiffany Companies
Pennsylvania
$364K +$168K +1,160 +86%
IFO
862
Independent Family Office
New York
$362K
ICM
863
III Capital Management
Florida
$357K +$357K +2,465 New
WCM
864
Windward Capital Management
California
$356K +$63.3K +437 +22%
FTWA
865
Fifth Third Wealth Advisors
Ohio
$353K +$353K +2,436 New
WA
866
WBH Advisory
Maryland
$353K +$353K +2,434 New
VFA
867
Valeo Financial Advisors
Indiana
$351K +$61.3K +423 +21%
WW
868
Westshore Wealth
California
$351K -$13.8K -95 -4%
BC
869
Bridgefront Capital
Texas
$350K -$188K -1,296 -35%
QT
870
Quantbot Technologies
New York
$349K +$350K +2,413 New
HBT
871
Heartland Bank & Trust
Illinois
$349K -$797K -5,503 -70%
FHA
872
First Horizon Advisors
Tennessee
$348K -$30K -207 -8%
MBT
873
Montecito Bank & Trust
California
$347K -$24.6K -170 -7%
PAG
874
Private Advisory Group
Washington
$347K -$162K -1,115 -32%
IWM
875
IHT Wealth Management
Illinois
$343K -$13K -90 -4%