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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
901
Fortis Capital Advisors
Kansas
$278K +$285K +1,986 New
CIP
902
Convergence Investment Partners
Florida
$278K -$49.7K -346 -15%
BP
903
BBR Partners
New York
$276K +$9.05K +63 +3%
ISWM
904
Independent Solutions Wealth Management
New York
$274K -$136K -944 -33%
ATC
905
Argent Trust Co
Tennessee
$273K -$28.9K -201 -9%
LFAS
906
Level Four Advisory Services
Texas
$272K +$51.1K +356 +22%
WTA
907
Washington Trust Advisors
Massachusetts
$270K -$75.7K -527 -21%
HNW
908
High Note Wealth
Minnesota
$269K +$276K +1,919 New
WCA
909
Westover Capital Advisors
Delaware
$268K +$30K +209 +12%
UPC
910
Utah Peaks Capital
Utah
$268K +$275K +1,916 New
BWP
911
BSW Wealth Partners
Colorado
$268K +$12.4K +86 +5%
ICM
912
IMS Capital Management
Oregon
$268K
TF
913
Trek Financial
Arizona
$267K +$274K +1,908 New
CBT
914
Central Bank & Trust
Kentucky
$266K -$72.8K -507 -21%
HFM
915
Harvest Fund Management
China
$264K +$239K +1,661 +678%
NIMI
916
Natixis Investment Managers International
France
$264K -$14.7K -102 -5%
CI Investments Inc
917
CI Investments Inc
Ontario, Canada
$260K +$135K +937 +102%
MCC
918
Money Concepts Capital
Florida
$258K +$196K +1,361 +281%
HS
919
HighVista Strategies
Massachusetts
$258K -$107K -748 -29%
RFA
920
Resurgent Financial Advisors
Georgia
$254K +$23.9K +166 +10%
KFA
921
Kapstone Financial Advisors
Ohio
$253K +$247K +1,722 New
JEST
922
JTC Employer Solutions Trustee
Jersey
$253K +$247K +1,721 New
SA
923
Syntax Advisors
New York
$253K -$8.76K -61 -3%
VCG
924
Vantage Consulting Group
Virginia
$253K -$8.76K -61 -3%
LWAC
925
Laurel Wealth Advisors (California)
California
$252K +$258K +1,799 New