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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
976
Sage Mountain Advisors
Georgia
$456K -$327 -3 -0.1%
BW
977
Bison Wealth
Georgia
$455K +$20K +183 +4%
OIC
978
Orion Investment Company
Missouri
$455K
WG
979
Watchman Group
Texas
$453K
WLG
980
Williamson Legacy Group
Indiana
$451K +$92.4K +847 +24%
FMWA
981
Forvis Mazars Wealth Advisors
Missouri
$451K -$2.4K -22 -0.5%
MIM
982
MTM Investment Management
South Carolina
$447K +$3.16K +29 +0.7%
SFG
983
SevenBridge Financial Group
Pennsylvania
$446K
FWM
984
Fairhaven Wealth Management
Illinois
$446K +$1.85K +17 +0.4%
RZH
985
Relyea Zuckerberg Hanson
Connecticut
$446K +$7.42K +68 +2%
OBGC
986
O'Brien Greene & Co
Pennsylvania
$443K -$26.2K -240 -5%
BI
987
Ballast Inc
Kentucky
$442K
IAN
988
Integrated Advisors Network
Texas
$442K -$240K -2,199 -34%
MAM
989
Madison Asset Management
Wisconsin
$439K -$13.4K -123 -3%
MIA
990
Madison Investment Advisors
Wisconsin
$439K +$463K +4,245 New
CCWM
991
Cassaday & Co Wealth Management
Virginia
$438K
TA
992
TrueWealth Advisors
Alabama
$438K +$327 +3 +0.1%
SIA
993
Sit Investment Associates
Minnesota
$434K
SIA
994
Schechter Investment Advisors
Michigan
$433K -$63.4K -581 -12%
MIM
995
Moseley Investment Management
Florida
$432K +$6.21K +57 +1%
CAM
996
Cidel Asset Management
Ontario, Canada
$432K -$13K -119 -3%
GSEP
997
Golden State Equity Partners
California
$431K -$512K -4,697 -53%
AWM
998
Aprio Wealth Management
Georgia
$430K +$43.3K +397 +11%
PAS
999
PKS Advisory Services
New York
$430K +$454K +4,159 New
HSWM
1000
Hubbell Strickland Wealth Management
Louisiana
$430K +$218 +2 +0%