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Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Advisors
1751
Legacy Financial Advisors
Kentucky
$755K +$86.7K +868 +14%
Red Door Wealth Management
1752
Red Door Wealth Management
Tennessee
$754K +$31.3K +313 +5%
RWP
1753
Ridgecrest Wealth Partners
California
$753K -$30K -300 -4%
Pegasus Partners
1754
Pegasus Partners
Wisconsin
$753K – – –
NG
1755
Northstar Group
New York
$751K -$16.3K -163 -2%
Delta Investment Management
1756
Delta Investment Management
California
$751K -$86K -861 -11%
HWMA
1757
Heritage Wealth Management (Arizona)
Arizona
$750K +$681K +6,816 New
Keel Point
1758
Keel Point
Alabama
$748K +$69.1K +692 +11%
LCGC
1759
Legacy Capital Group California
California
$747K -$2.8K -28 -0.4%
AMCA
1760
Arthur M. Cohen & Associates
Illinois
$746K +$15.9K +159 +2%
CFA
1761
CWS Financial Advisors
Michigan
$746K -$4.1K -41 -0.6%
ACM
1762
Allred Capital Management
Texas
$745K -$500 -5 -0.1%
LGT Group Foundation
1763
LGT Group Foundation
Liechtenstein
$745K +$4K +40 +0.6%
CC
1764
Corton Capital
Ontario, Canada
$745K +$29.3K +293 +5%
McKinley Carter Wealth Services
1765
McKinley Carter Wealth Services
West Virginia
$745K -$229K -2,288 -25%
Two Sigma Securities
1766
Two Sigma Securities
New York
$744K +$675K +6,760 New
Vertex Planning Partners
1767
Vertex Planning Partners
Illinois
$743K +$176K +1,765 +35%
WE
1768
Wealth Effects
Massachusetts
$741K -$26.5K -265 -4%
SL
1769
Sentry LLC
Tennessee
$740K -$14K -140 -2%
Goelzer Investment Management
1770
Goelzer Investment Management
Indiana
$740K +$192K +1,922 +40%
Globeflex Capital
1771
Globeflex Capital
California
$740K – – –
DWM
1772
Drive Wealth Management
Utah
$739K +$10K +100 +2%
DA
1773
Drake & Associates
Wisconsin
$738K – – –
FIM
1774
Freedom Investment Management
Connecticut
$737K -$28.8K -288 -4%
S
1775
Sachetta
Massachusetts
$736K +$668K +6,689 New