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Name Holding Trade Value Shares
Change
Change in
Stake
HBT
2051
Heartland Bank & Trust
Illinois
$17.5M +$2.26M +10,023 +17%
IA
2052
IFG Advisors
Missouri
$17.5M +$19.4K +86 +0.1%
EFG
2053
Ethos Financial Group
Pennsylvania
$17.5M -$164K -724 -1%
TBT
2054
Texas Bank & Trust
Texas
$17.5M -$595K -2,635 -4%
IF
2055
Intrua Financial
Texas
$17.5M +$1.7M +7,509 +12%
SEEDPG
2056
S.E.E.D. Planning Group
New York
$17.5M -$471K -2,085 -3%
FDS
2057
First Dallas Securities
Texas
$17.5M -$236K -1,043 -1%
FMN
2058
Financial Management Network
California
$17.5M +$466K +2,061 +3%
BCM
2059
Birch Capital Management
Texas
$17.5M -$111K -491 -0.7%
SCM
2060
Stevens Capital Management
Pennsylvania
$17.4M -$3.58M -15,860 -19%
MFWP
2061
Mosaic Family Wealth Partners
Missouri
$17.4M -$359K -1,587 -2%
WAS
2062
WESPAC Advisors SoCal
California
$17.4M -$404K -1,789 -3%
KIM
2063
Kestra Investment Management
Texas
$17.4M +$486K +2,153 +3%
SFS
2064
Summit Financial Strategies
Ohio
$17.4M -$246K -1,091 -2%
Q
2065
QVR
California
$17.4M +$13.3M +58,825 +618%
FWM
2066
Finer Wealth Management
Massachusetts
$17.4M +$164K +725 +1%
ATC
2067
Adirondack Trust Company
New York
$17.4M +$98.3K +435 +0.6%
AWS
2068
Arkfeld Wealth Strategies
Nebraska
$17.3M +$6.33K +28 +0%
APW
2069
Austin Private Wealth
Texas
$17.3M -$1.75M -7,734 -10%
CA
2070
Calton & Associates
Florida
$17.2M +$52.2K +231 +0.3%
TC
2071
Tenere Capital
New York
$17.2M +$654K +2,895 +4%
DI
2072
Diligent Investors
California
$17.2M -$3.12M -13,827 -17%
FVWA
2073
Foster Victor Wealth Advisors
South Carolina
$17.2M +$483K +2,136 +3%
BWIA
2074
Bryant Woods Investment Advisors
New York
$17.1M +$39.8K +176 +0.3%
BIP
2075
Blueprint Investment Partners
North Carolina
$17.1M +$8.6M +38,047 +130%