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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1776
KCS Wealth Advisory
California
$450K
OWA
1777
Opal Wealth Advisors
New York
$450K +$7.73K +15 +2%
SFP
1778
Sandbox Financial Partners
Maryland
$449K
DW
1779
Domani Wealth
Pennsylvania
$448K +$56.7K +110 +17%
SCS
1780
Syquant Capital SAS
France
$445K +$392K +760 New
FAT
1781
First American Trust
California
$440K +$388K +752 New
BDFN
1782
Bond & Devick Financial Network
Minnesota
$439K
CA
1783
Centerpoint Advisors
Massachusetts
$439K +$387K +750 New
BIA
1784
Bigelow Investment Advisors
Maine
$436K
MAM
1785
Magellan Asset Management
Australia
$432K -$42.3K -82 -10%
CCMW
1786
Cypress Capital Management (Wyoming)
Wyoming
$432K -$25.8K -50 -6%
CAM
1787
Cozad Asset Management
Illinois
$431K -$8.76K -17 -2%
FMWA
1788
Forvis Mazars Wealth Advisors
Missouri
$431K +$3.09K +6 +0.8%
NF
1789
Nikulski Financial
Iowa
$429K -$37.6K -73 -9%
HWM
1790
Hemington Wealth Management
Virginia
$429K -$21.6K -42 -5%
CFAM
1791
Center For Asset Management
Florida
$429K +$7.22K +14 +2%
FFG
1792
Ford Financial Group
California
$427K
CCA
1793
Cobblestone Capital Advisors
New York
$426K -$1.03K -2 -0.3%
FP
1794
Foundry Partners
Minnesota
$422K
SG
1795
StoneX Group
New York
$422K +$18K +35 +5%
LFA
1796
Legacy Financial Advisors
Kentucky
$421K +$13.9K +27 +4%
SAF
1797
Smith Anglin Financial
Texas
$419K -$38.7K -75 -9%
PBO
1798
Peoples Bank (Ohio)
Ohio
$419K +$19.6K +38 +6%
SAG
1799
Spotlight Asset Group
Illinois
$418K
I
1800
INVST
Indiana
$418K +$21.1K +41 +6%