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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Corundum Trust Company
South Dakota
$338K – – –
AGWCA
352
Annis Gardner Whiting Capital Advisors
Florida
$337K +$266K +7,513 +345%
GI
353
GAMMA Investing
California
$336K -$2.76K -78 -0.8%
BFM
354
Boothbay Fund Management
New York
$331K -$2.3M -64,928 -87%
SFC
355
SYM Financial Corp
Indiana
$329K +$88.5K +2,504 +36%
AWM
356
Axxcess Wealth Management
California
$327K +$335K +9,470 New
FB
357
Fulton Bank
Pennsylvania
$327K -$20.7K -585 -6%
LG
358
Leuthold Group
Minnesota
$322K +$2.12K +60 +0.6%
GRP
359
Global Retirement Partners
California
$318K +$326K +9,211 New
UCFA
360
United Capital Financial Advisors
Texas
$316K -$601 -17 -0.2%
AWA
361
Arkadios Wealth Advisors
Georgia
$310K +$44.2K +1,249 +16%
AFG
362
Atomi Financial Group
New York
$309K +$39K +1,104 +14%
MAS
363
Meeder Advisory Services
Ohio
$306K -$8.2K -232 -3%
CFM
364
Compass Financial Management
Florida
$306K +$299K +8,458 New
CIAS
365
CFS Investment Advisory Services
New Jersey
$302K -$3.5K -99 -1%
RF
366
RHS Financial
California
$301K -$95.5K -2,701 -24%
FPAS
367
Focus Partners Advisor Solutions
Missouri
$300K +$307K +8,686 New
PCM
368
Permanent Capital Management
Illinois
$298K +$302K +8,545 New
PPW
369
Parcion Private Wealth
Washington
$296K +$303K +8,558 New
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$295K -$64.4K -1,822 -18%
IGAM
371
iA Global Asset Management
Quebec, Canada
$294K +$301K +8,524 New
ProShare Advisors
372
ProShare Advisors
Maryland
$292K -$5.34K -151 -2%
BP
373
Ballentine Partners
Massachusetts
$291K +$48.9K +1,384 +20%
COI
374
Connable Office Inc
Michigan
$287K +$16.7K +473 +6%
PWM
375
Perigon Wealth Management
California
$287K +$47.8K +1,351 +19%