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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1026
Fox Run Management
Connecticut
$497K +$561K +2,963 New
MG
1027
Marex Group
$494K +$557K +2,943 New
KAS
1028
KPP Advisory Services
Kentucky
$492K +$24.4K +129 +5%
TPI
1029
Trust Point Inc
Wisconsin
$491K -$57.6K -304 -9%
CASB
1030
Cape Ann Savings Bank
Massachusetts
$490K -$19.7K -104 -3%
FCH
1031
Freestone Capital Holdings
Washington
$488K -$15.1K -80 -3%
MFG
1032
Menard Financial Group
Texas
$478K +$14.2K +75 +3%
CWM
1033
Cornerstone Wealth Management
Missouri
$477K +$139K +736 +35%
RBFC
1034
Roman Butler Fullerton & Co
Missouri
$476K +$8.33K +44 +2%
DWAM
1035
Duncan Williams Asset Management
Tennessee
$474K +$14.2K +75 +3%
GRR
1036
Golden Reserve Retirement
Ohio
$474K +$295K +1,557 +123%
IP
1037
Ignite Planners
California
$473K +$6.82K +36 +1%
KCP
1038
Kera Capital Partners
California
$473K -$4.73K -25 -0.9%
MBT
1039
Montecito Bank & Trust
California
$471K -$107K -567 -17%
KA
1040
Kovack Advisors
Florida
$471K -$43.7K -231 -8%
PWPS
1041
Pinnacle Wealth Planning Services
Ohio
$468K -$17.2K -91 -3%
QC
1042
Quent Capital
New York
$468K -$41.8K -221 -7%
CWMA
1043
Capstone Wealth Management (Alabama)
Alabama
$467K +$527K +2,783 New
CIM
1044
Cambria Investment Management
California
$465K +$128K +678 +32%
LG
1045
Leuthold Group
Minnesota
$463K
NDBT
1046
North Dallas Bank & Trust
Texas
$461K -$29.3K -155 -5%
PP
1047
PDS Planning
Ohio
$458K -$32K -169 -6%
QWP
1048
Quotient Wealth Partners
Texas
$456K -$36.7K -194 -7%
LF
1049
LifePlan Financial
Minnesota
$456K +$514K +2,716 New
VFA
1050
Valeo Financial Advisors
Indiana
$455K -$101K -532 -16%