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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
2376
Investment Advisory Group
Massachusetts
$408K -$19.1K -150 -4%
PWP
2377
Precedent Wealth Partners
Texas
$408K +$1.02K +8 +0.2%
ZWA
2378
Zinnia Wealth Advisory
Florida
$407K +$414K +3,252 New
RTC
2379
Riverview Trust Company
Washington
$407K
TW
2380
Traveka Wealth
California
$407K -$132K -1,035 -24%
FFA
2381
Florida Financial Advisors
Florida
$407K +$84.7K +665 +26%
VP
2382
Verum Partners
North Carolina
$406K +$11.8K +93 +3%
PWA
2383
Providence Wealth Advisors
Illinois
$406K
MPAM
2384
Murphy Pohlad Asset Management
Minnesota
$405K
CHWM
2385
Cauble & Harre Wealth Management
Missouri
$404K +$411K +3,228 New
LSV Asset Management
2386
LSV Asset Management
Illinois
$404K -$153K -1,200 -27%
VIP
2387
Value Investment Professionals
New York
$404K +$411K +3,224 New
PIA
2388
Perennial Investment Advisors
California
$404K -$12.6K -99 -3%
FM
2389
Foster & Motley
Ohio
$403K -$87.8K -689 -18%
UAG
2390
United Advisor Group
Ohio
$403K +$55.5K +436 +16%
CWM
2391
Cabot Wealth Management
Massachusetts
$401K -$15.3K -120 -4%
CWM
2392
Cahaba Wealth Management
Georgia
$401K +$382 +3 +0.1%
MFGM
2393
Marshall Financial Group (Maryland)
Maryland
$401K -$1.52M -11,935 -79%
SSWM
2394
Sheets Smith Wealth Management
North Carolina
$400K +$15.4K +121 +4%
PMG
2395
ProVise Management Group
Florida
$399K +$64.2K +504 +19%
PFGIA
2396
Patriot Financial Group Insurance Agency
Massachusetts
$398K +$98.5K +773 +32%
DCM
2397
DGS Capital Management
New Jersey
$397K -$92.9K -729 -19%
HFS
2398
Hopwood Financial Services
Virginia
$397K +$26K +204 +7%
WAS
2399
Wealth Advisory Solutions
Indiana
$397K +$78.6K +617 +24%
MA
2400
MBA Advisors
Pennsylvania
$396K +$637 +5 +0.2%