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Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
701
Patrick M. Sweeney & Associates
Illinois
$306K
DADC
702
D.A. Davidson & Co
Montana
$306K +$22.5K +93 +8%
CCA
703
Childress Capital Advisors
Texas
$304K -$60.2K -249 -17%
TCWA
704
Turtle Creek Wealth Advisors
Texas
$301K +$28.3K +117 +11%
FTWA
705
Fifth Third Wealth Advisors
Ohio
$300K +$26.6K +110 +10%
CRC
706
Curi RMB Capital
Illinois
$300K +$11.6K +48 +4%
SFC
707
SYM Financial Corp
Indiana
$299K -$242 -1 -0.1%
DWM
708
Diversify Wealth Management
Utah
$298K +$275K +1,139 New
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$297K +$1.93K +8 +0.7%
SYBT
710
Stock Yards Bank & Trust
Kentucky
$297K +$287K +1,187 New
SI
711
Stephens Inc
Arkansas
$296K -$20.3K -84 -8%
WC
712
Whitney & Co
New York
$296K -$9.21M -38,105 -97%
LGF
713
LGT Group Foundation
Liechtenstein
$296K +$286K +1,183 New
SL
714
Sentinus LLC
Illinois
$293K +$3.38K +14 +1%
KWM
715
Keebeck Wealth Management
Illinois
$292K +$282K +1,167 New
FCG
716
Fielder Capital Group
Tennessee
$291K +$5.32K +22 +2%
SACTSONJ
717
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$289K +$280K +1,158 New
BCI
718
Blue Capital Inc
Nebraska
$289K +$279K +1,155 New
AO
719
Advisor OS
Illinois
$287K -$772K -3,194 -74%
JTWM
720
Jackson Thornton Wealth Management
Alabama
$286K -$37K -153 -13%
MHC
721
Meyer Handelman Company
New York
$281K
CIM
722
Cambria Investment Management
California
$279K -$98.9K -409 -27%
CAM
723
Cidel Asset Management
Ontario, Canada
$278K +$41.3K +171 +18%
PAG
724
Poinciana Advisors Group
Florida
$276K
LFA
725
Legacy Financial Advisors
Kentucky
$276K +$2.9K +12 +1%