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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
2076
FinTrust Capital Advisors
South Carolina
$394K – – –
AIM
2077
Acropolis Investment Management
Missouri
$394K -$2.96K -28 -0.7%
RIP
2078
RAM Investment Partners
Washington
$392K -$4.54K -43 -1%
KPWG
2079
KFA Private Wealth Group
Virginia
$391K -$1.48K -14 -0.4%
CP
2080
Castleview Partners
Texas
$390K +$406K +3,847 New
PWM
2081
Prentice Wealth Management
New York
$389K +$20.4K +193 +5%
CCM
2082
Crew Capital Management
Ohio
$389K – – –
RA
2083
Riversedge Advisors
Delaware
$388K +$141K +1,334 +53%
VST
2084
Van Strum & Towne
California
$388K – – –
RWA
2085
River Wealth Advisors
Pennsylvania
$386K +$5.49K +52 +1%
AA
2086
Addison Advisors
Vermont
$385K +$1.58K +15 +0.4%
SFS
2087
Security Financial Services
Indiana
$384K – – –
AIFAIM
2088
American Institute for Advanced Investment Management
Arizona
$384K – – –
ONST
2089
Old North State Trust
North Carolina
$381K +$4.12K +39 +1%
HI
2090
Humankind Investments
New York
$381K -$9.61K -91 -2%
SP
2091
Saranac Partners
$381K +$397K +3,760 New
WKSWA
2092
White Knight Strategic Wealth Advisors
New Jersey
$380K -$15.3K -145 -4%
NC
2093
NinePointTwo Capital
California
$380K +$397K +3,761 New
RDWM
2094
Red Door Wealth Management
Tennessee
$379K -$20.3K -192 -5%
Fifth Third Wealth Advisors
2095
Fifth Third Wealth Advisors
Ohio
$379K +$395K +3,743 New
TF
2096
Theory Financial
Colorado
$379K – – –
FFS
2097
Founders Financial Securities
Maryland
$377K +$88.6K +839 +29%
LIM
2098
Lathrop Investment Management
Arkansas
$376K -$43.8K -415 -10%
SAM
2099
Summit Asset Management
Tennessee
$376K -$1.79K -17 -0.5%
PFWA
2100
Paces Ferry Wealth Advisors
Georgia
$376K +$12.8K +121 +3%