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Name Holding Trade Value Shares
Change
Change in
Stake
APA
1901
Astoria Portfolio Advisors
New York
$638K +$217K +396 +44%
KA
1902
Klingman & Associates
New York
$635K -$1.65K -3 -0.2%
CWG
1903
Cornerstone Wealth Group
North Carolina
$635K -$12.6K -23 -2%
TNA
1904
True North Advisors
Texas
$634K -$78.4K -143 -10%
CAGAS
1905
Capital Advisory Group Advisory Services
Minnesota
$632K +$17K +31 +3%
FWP
1906
Falcon Wealth Planning
California
$629K +$23K +42 +4%
TP
1907
Tranquility Partners
Tennessee
$629K -$1.65K -3 -0.2%
VC
1908
Veracity Capital
Georgia
$628K +$35.1K +64 +6%
ARC
1909
Advisor Resource Council
Texas
$628K +$665K +1,212 New
BW
1910
BIP Wealth
Georgia
$627K +$52.1K +95 +9%
AFG
1911
Argent Financial Group
Louisiana
$627K +$664K +1,211 New
CBA
1912
Coastal Bridge Advisors
Connecticut
$626K -$120K -218 -15%
KNW
1913
Kesler Norman & Wride
Utah
$625K -$14.8K -27 -2%
WRPWM
1914
Werba Rubin Papier Wealth Management
California
$625K +$21.4K +39 +3%
IP
1915
Investment Partners
Ohio
$625K
DWM
1916
Dogwood Wealth Management
Kansas
$624K +$52.1K +95 +9%
ONSWM
1917
Old North State Wealth Management
North Carolina
$623K -$19.7K -36 -3%
BB
1918
Bell Bank
North Dakota
$622K +$13.7K +25 +2%
CH
1919
Cromwell Holdings
Wyoming
$622K
CSA
1920
Cottage Street Advisors
Massachusetts
$621K -$11K -20 -2%
YIA
1921
YHB Investment Advisors
Connecticut
$621K +$135K +246 +26%
MUAMU
1922
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$621K +$274K +500 +71%
MAWA
1923
Moss Adams Wealth Advisors
Washington
$620K +$7.13K +13 +1%
Optiver Holding
1924
Optiver Holding
Netherlands
$620K +$657K +1,198 New
T. Rowe Price Investment Management
1925
T. Rowe Price Investment Management
Maryland
$620K +$174K +317 +36%