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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
976
Essex Financial Services
Connecticut
$457K -$31.7K -291 -6%
SMA
977
Sage Mountain Advisors
Georgia
$456K -$327 -3 -0.1%
BW
978
Bison Wealth
Georgia
$455K +$20K +183 +4%
OIC
979
Orion Investment Company
Missouri
$455K – – –
WG
980
Watchman Group
Texas
$453K – – –
WLG
981
Williamson Legacy Group
Indiana
$451K +$92.4K +847 +24%
Forvis Mazars Wealth Advisors
982
Forvis Mazars Wealth Advisors
Missouri
$451K -$2.4K -22 -0.5%
MIM
983
MTM Investment Management
South Carolina
$447K +$3.16K +29 +0.7%
SFG
984
SevenBridge Financial Group
Pennsylvania
$446K – – –
FWM
985
Fairhaven Wealth Management
Illinois
$446K +$1.85K +17 +0.4%
RZH
986
Relyea Zuckerberg Hanson
Connecticut
$446K +$7.42K +68 +2%
OBGC
987
O'Brien Greene & Co
Pennsylvania
$443K -$26.2K -240 -5%
BI
988
Ballast Inc
Kentucky
$442K – – –
IAN
989
Integrated Advisors Network
Texas
$442K -$240K -2,199 -34%
Madison Asset Management
990
Madison Asset Management
Wisconsin
$439K -$13.4K -123 -3%
Madison Investment Advisors
991
Madison Investment Advisors
Wisconsin
$439K +$463K +4,245 New
Cassaday & Co Wealth Management
992
Cassaday & Co Wealth Management
Virginia
$438K – – –
TA
993
TrueWealth Advisors
Alabama
$438K +$327 +3 +0.1%
Sit Investment Associates
994
Sit Investment Associates
Minnesota
$434K – – –
SIA
995
Schechter Investment Advisors
Michigan
$433K -$63.4K -581 -12%
MIM
996
Moseley Investment Management
Florida
$432K +$6.21K +57 +1%
CAM
997
Cidel Asset Management
Ontario, Canada
$432K -$13K -119 -3%
GSEP
998
Golden State Equity Partners
California
$431K -$512K -4,697 -53%
AWM
999
Aprio Wealth Management
Georgia
$430K +$43.3K +397 +11%
PAS
1000
PKS Advisory Services
New York
$430K +$454K +4,159 New