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Name Holding Trade Value Shares
Change
Change in
Stake
AT
1526
Avalon Trust
New Mexico
$573K +$141K +469 +32%
UWPG
1527
Ullmann Wealth Partners Group
Florida
$573K
WH
1528
Willner & Heller
California
$573K +$2.71K +9 +0.5%
KWM
1529
Keebeck Wealth Management
Illinois
$572K +$54.8K +182 +10%
IPAM
1530
Investment Partners Asset Management
New Jersey
$571K -$3.31K -11 -0.6%
TFM
1531
TFC Financial Management
Massachusetts
$571K +$301 +1 +0.1%
A
1532
Argentarii
Ohio
$569K -$903 -3 -0.2%
LCM
1533
LCM Capital Management
Illinois
$569K
AWMNY
1534
Arcadia Wealth Management (New York)
New York
$564K -$3.91K -13 -0.7%
TCBWMS
1535
Texas Capital Bank Wealth Management Services
Texas
$562K +$3.01K +10 +0.5%
LAM
1536
L2 Asset Management
Massachusetts
$562K +$28.9K +96 +5%
EWA
1537
Etesian Wealth Advisors
Oregon
$562K -$32.8K -109 -5%
RPSA
1538
Richard P. Slaughter Associates
Texas
$561K
WG
1539
Welch Group
Alabama
$561K +$110K +364 +24%
Los Angeles Capital Management
1540
Los Angeles Capital Management
California
$561K -$3.76M -12,486 -87%
SWA
1541
Stratos Wealth Advisors
Ohio
$560K -$54.2K -180 -9%
IA
1542
Inspire Advisors
Idaho
$558K -$38.2K -127 -6%
SACTSONJ
1543
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$558K
VP
1544
Verum Partners
North Carolina
$557K +$14.7K +49 +3%
MCWA
1545
Meadow Creek Wealth Advisors
Georgia
$557K -$25.9K -86 -4%
EWM
1546
Elite Wealth Management
Washington
$556K +$570K +1,895 New
BC
1547
Bayforest Capital
United Kingdom
$556K -$42.1K -140 -7%
WSCM
1548
Wellington Shields Capital Management
New York
$555K
OIS
1549
OneAscent Investment Solutions
Alabama
$555K +$167K +554 +41%
CIAS
1550
Capital Investment Advisory Services
North Carolina
$553K +$20.5K +68 +4%