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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1526
Foster Victor Wealth Advisors
South Carolina
$941K -$2.35K -22 -0.2%
CPSAC
1527
Chas P. Smith & Associates (CPS)
Florida
$939K +$959 +9 +0.1%
RIA
1528
Regal Investment Advisors
Michigan
$938K +$68.9K +646 +7%
HC
1529
Hamilton Capital
Ohio
$933K +$63.3K +594 +7%
SCA
1530
Spearhead Capital Advisors
Florida
$931K -$7.29M -68,369 -88%
TIA
1531
Tiemann Investment Advisors
California
$931K -$460K -4,315 -31%
SFP
1532
Sweet Financial Partners
Minnesota
$931K +$70.2K +659 +7%
BOPW
1533
Brandywine Oak Private Wealth
Pennsylvania
$929K -$18.2K -171 -2%
FMWA
1534
Forvis Mazars Wealth Advisors
Missouri
$929K -$16.8K -158 -2%
KA
1535
Klingman & Associates
New York
$927K +$14.5K +136 +1%
KA
1536
KLCM Advisors
Wisconsin
$927K +$58.2K +546 +6%
SP
1537
Successful Portfolios
Florida
$926K
MMPW
1538
Mitchell McLeod Pugh & Williams
Alabama
$921K +$26.9K +252 +3%
SLT
1539
St Louis Trust
Missouri
$917K +$46.8K +439 +6%
FB
1540
First Bancorp
Maine
$914K
GIM
1541
Groesbeck Investment Management
New Jersey
$913K
CFCI
1542
Comprehensive Financial Consultants Institutional
Indiana
$912K +$79.8K +749 +9%
STA
1543
Summit Trail Advisors
New York
$911K -$489K -4,592 -33%
CIA
1544
Citadel Investment Advisory
Ohio
$911K +$10.7K +100 +1%
LSPW
1545
Lake Street Private Wealth
Illinois
$902K -$28.9K -271 -3%
DWM
1546
Drive Wealth Management
Utah
$902K +$44.3K +416 +5%
CPO
1547
Cerity Partners OCIO
New York
$896K +$105K +988 +12%
MC
1548
Maverick Capital
Texas
$895K +$103K +966 +12%
FNA
1549
First National Advisers
Nebraska
$893K +$297K +2,789 +43%
TFM
1550
TFC Financial Management
Massachusetts
$892K -$15.1K -142 -2%