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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1076
Bill Few Associates
Pennsylvania
$359K – – –
SWA
1077
Sax Wealth Advisors
New Jersey
$359K – – –
DBRC
1078
D.B. Root & Company
Pennsylvania
$357K +$401K +3,425 New
GCP
1079
GSA Capital Partners
United Kingdom
$357K +$401K +3,425 New
CT
1080
Cambridge Trust
Massachusetts
$356K -$79.6K -681 -17%
FHA
1081
Flagship Harbor Advisors
Massachusetts
$356K -$27.9K -239 -7%
LB
1082
Leo Brokerage
Texas
$356K +$400K +3,423 New
AWA
1083
Aaron Wealth Advisors
Illinois
$355K -$32.7K -280 -8%
MAM
1084
Morse Asset Management
Connecticut
$351K -$1.78M -15,220 -82%
SFCL
1085
Strengthening Families & Communities LLC
Massachusetts
$351K +$36K +308 +10%
RFN
1086
RDA Financial Network
Iowa
$349K +$13.6K +116 +4%
BHC
1087
Bowen Hanes & Co
Florida
$347K – – –
ACM
1088
Alta Capital Management
Utah
$344K -$5.85K -50 -1%
APP
1089
Avantax Planning Partners
Iowa
$343K -$126K -1,075 -25%
AIM
1090
Acropolis Investment Management
Missouri
$342K -$3.39K -29 -0.9%
JIC
1091
Joel Isaacson & Co
New York
$341K – – –
Luther King Capital Management (LKCM)
1092
Luther King Capital Management (LKCM)
Texas
$341K +$382K +3,270 New
AAS
1093
Ameritas Advisory Services
Nebraska
$339K -$22.9K -196 -6%
GA
1094
Geller Advisors
New York
$339K -$117 -1 -0%
HFP
1095
Holistic Financial Partners
Indiana
$339K – – –
OIA
1096
OneDigital Investment Advisors
Kansas
$336K -$80.7K -690 -18%
RCG
1097
Regatta Capital Group
California
$336K +$27.8K +238 +8%
CG
1098
Clarus Group
Texas
$333K -$11.6K -99 -3%
AMM
1099
American Money Management
California
$333K +$7.13K +61 +2%
FRA
1100
Frank Rimerman Advisors
California
$332K +$51.7K +442 +16%