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Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
1601
Woodard & Company Asset Management Group
North Carolina
$907K +$13.9K +130 +2%
KCFA
1602
Key Client Fiduciary Advisors
New Jersey
$906K -$8.95K -84 -1%
SIP
1603
Scott Investment Partners
United Kingdom
$905K
EIA
1604
Eldridge Investment Advisors
New Hampshire
$903K -$58.4K -548 -6%
OC
1605
Oarsman Capital
Wisconsin
$902K -$7.57K -71 -0.9%
TWM
1606
Tradition Wealth Management
Minnesota
$902K +$12.2K +114 +1%
RIG
1607
RiverFront Investment Group
Virginia
$899K +$1.81K +17 +0.2%
EBA
1608
Eagle Bay Advisors
New York
$898K +$1.92K +18 +0.2%
FFA
1609
Farther Finance Advisors
California
$897K +$414K +3,884 +89%
ITIM
1610
Indiana Trust & Investment Management
Indiana
$896K -$320 -3 -0%
RRC
1611
Relaxing Retirement Coach
Massachusetts
$895K +$959 +9 +0.1%
LSPW
1612
Lake Street Private Wealth
Illinois
$893K +$1.49K +14 +0.2%
CWP
1613
Capital Wealth Planning
Florida
$893K +$11.2K +105 +1%
HFAS
1614
Hummer Financial Advisory Services
Illinois
$893K
TWI
1615
Thomas White International
Illinois
$891K
TCA
1616
Transcend Capital Advisors
New Jersey
$889K -$21.9K -205 -2%
SWM
1617
Sendero Wealth Management
Texas
$889K +$869K +8,153 New
BRA
1618
Bender Robert & Associates
California
$888K -$61.8K -580 -7%
BMCM
1619
Burns Matteson Capital Management
New York
$885K
ACI
1620
Alpha Cubed Investments
California
$884K -$42.4K -398 -5%
PL
1621
Perpetual Ltd
Australia
$883K
SIA
1622
Strategic Investment Advisors
Michigan
$882K +$100K +939 +13%
PRC
1623
Pearl River Capital
Michigan
$881K -$7.15M -67,084 -89%
PPC
1624
Park Place Capital
Alabama
$877K +$5.22K +49 +0.6%
FMTC
1625
Farmers & Merchants Trust Company
California
$871K +$20.1K +189 +2%