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Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
2326
McElhenny Sheffield Capital Management
Texas
$576K +$188K +564 +34%
SCA
2327
Scott Capital Advisors
Oregon
$575K -$8.33K -25 -1%
MHWM
2328
Montz Harcus Wealth Management
Louisiana
$574K +$170K +511 +30%
IA
2329
Inspire Advisors
Idaho
$574K +$73K +219 +11%
RC
2330
Roundview Capital
New Jersey
$574K -$920K -2,760 -55%
KW
2331
Keyvantage Wealth
Pennsylvania
$574K -$154K -462 -17%
EL
2332
Essex LLC
Illinois
$572K +$371K +1,114 +102%
MLIC
2333
Mandatum Life Insurance Company
Finland
$569K +$43K +129 +6%
SIM
2334
SSI Investment Management
California
$569K -$333 -1 -0%
EFG
2335
Elios Financial Group
Ohio
$569K +$192K +576 +36%
BWM
2336
Bulltick Wealth Management
Florida
$568K +$212K +636 +41%
GPW
2337
Gentry Private Wealth
Kansas
$568K +$730K +2,190 New
CCA
2338
Coign Capital Advisors
Utah
$567K +$57.3K +172 +9%
PG
2339
Proffitt & Goodson
Tennessee
$567K +$724K +2,171 +13,569%
KFS
2340
Keynote Financial Services
Connecticut
$567K -$26K -78 -3%
SFG
2341
Sovereign Financial Group
Connecticut
$565K +$61.3K +184 +9%
BFG
2342
Beacon Financial Group
Texas
$563K +$160K +480 +28%
BHB
2343
Bank Hapoalim BM
Israel
$563K +$177K +532 +32%
AWM
2344
Arista Wealth Management
Nevada
$563K
JWM
2345
Jackson Wealth Management
Florida
$562K +$378K +1,134 +110%
UWP
2346
Uniting Wealth Partners
Kansas
$562K +$302K +905 +72%
ACC
2347
Acorn Creek Capital
Colorado
$560K -$164K -492 -19%
RA
2348
Rational Advisors
New York
$559K -$106K -319 -13%
PFA
2349
Professional Financial Advisors
Nebraska
$559K +$90.3K +271 +14%
SFC
2350
Swisher Financial Concepts
Ohio
$559K +$288K +863 +67%