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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
926
Avantax Advisory Services
Texas
$383K +$51.6K +395 +16%
IEFM
927
IQ EQ Fund Management
Ireland
$379K
WIA
928
Wealthstreet Investment Advisors
Texas
$378K
RC
929
RegentAtlantic Capital
New Jersey
$378K +$360K +2,758 New
ADBIC
930
A.D. Beadell Investment Counsel
Wisconsin
$376K
SSA
931
South Street Advisors
New York
$376K +$45.7K +350 +15%
GCP
932
GSA Capital Partners
United Kingdom
$376K +$359K +2,746 New
V
933
VeraBank
Texas
$375K
MA
934
Mutual Advisors
Nebraska
$371K -$316K -2,421 -47%
BOPW
935
Brandywine Oak Private Wealth
Pennsylvania
$371K -$108K -826 -23%
PB
936
Pinnacle Bancorp
Nebraska
$364K +$28.7K +220 +9%
Jones Financial Companies
937
Jones Financial Companies
Missouri
$363K -$97.7K -748 -22%
CB
938
CNB Bank
Pennsylvania
$363K +$32.6K +250 +10%
SLG
939
Stanley-Laman Group
Pennsylvania
$360K +$58.5K +448 +21%
CFA
940
CWS Financial Advisors
Michigan
$360K +$343K +2,625 New
UR
941
USCA RIA
Texas
$359K +$342K +2,620 New
RIA
942
Realta Investment Advisors
Delaware
$356K -$1.57K -12 -0.5%
MA
943
Montag & Associates
Georgia
$354K -$2.53M -19,383 -88%
VIA
944
Vident Investment Advisory
Georgia
$353K +$7.31K +56 +2%
MFG
945
Magnus Financial Group
New York
$350K +$67.4K +516 +25%
WCM
946
Weld Capital Management
New York
$350K +$333K +2,552 New
IWP
947
Icon Wealth Partners
Texas
$349K +$4.05K +31 +1%
EWM
948
Evermay Wealth Management
Virginia
$348K
WGA
949
Weather Gauge Advisory
Virginia
$348K +$261 +2 +0.1%
DT
950
Diversified Trust
Tennessee
$348K +$73.1K +560 +28%