Name Holding Trade Value Shares
Change
Change in
Stake
WE
1851
Wealth Effects
Massachusetts
$847K – – –
LKIM
1852
Lawson Kroeker Investment Management
Nebraska
$845K – – –
WA
1853
WBH Advisory
Maryland
$844K -$32.6K -247 -4%
WA
1854
Wealth Architects
California
$841K +$19K +144 +2%
RHJA
1855
Rice Hall James & Associates
California
$840K +$82.5K +626 +11%
AFA
1856
AA Financial Advisors
Ohio
$840K +$52K +394 +7%
DIM
1857
Delta Investment Management
California
$838K -$46K -349 -5%
AWM
1858
Aprio Wealth Management
Georgia
$837K -$113K -856 -12%
RIA
1859
Realta Investment Advisors
Delaware
$837K +$38.4K +291 +5%
VAG
1860
VisionPoint Advisory Group
Texas
$836K +$344K +2,606 +74%
HC
1861
Hamilton Capital
Ohio
$836K -$721K -5,466 -47%
FMP
1862
Financial Management Professionals
Texas
$835K +$711K +5,389 +716%
GSB
1863
Greenfield Savings Bank
Massachusetts
$834K – – –
SAM
1864
Sequent Asset Management
Texas
$832K – – –
LCWP
1865
Legacy Capital Wealth Partners
Arkansas
$831K +$16.1K +122 +2%
PW
1866
PUREfi Wealth
Massachusetts
$828K -$67.6K -513 -8%
FFL
1867
Future Fund LLC
Illinois
$828K +$803K +6,086 New
FCB
1868
First County Bank
Connecticut
$825K -$64.1K -486 -7%
SWP
1869
Significant Wealth Partners
Illinois
$824K +$1.85K +14 +0.2%
FNT
1870
First Nebraska Trust
Nebraska
$824K -$9.89K -75 -1%
WDC
1871
Woodward Diversified Capital
California
$824K +$187K +1,417 +31%
WH
1872
Willner & Heller
California
$822K -$21.4K -162 -3%
EFA
1873
Evernest Financial Advisors
Indiana
$821K +$141K +1,067 +21%
KTC
1874
Kentucky Trust Company
Kentucky
$820K -$26.4K -200 -3%
HKIM
1875
Hayek Kallen Investment Management
Alabama
$820K -$33K -250 -4%