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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1601
EverSource Wealth Advisors
Alabama
$528K -$153K -632 -21%
FL
1602
Fort LP
Maryland
$525K -$384K -1,584 -41%
MCM
1603
McRae Capital Management
New Jersey
$525K -$2.18K -9 -0.4%
AWG
1604
Altus Wealth Group
Colorado
$524K
ICM
1605
IMS Capital Management
Oregon
$523K -$7.51K -31 -1%
CA
1606
Cornerstone Advisory
Maryland
$523K
CSA
1607
Cottage Street Advisors
Massachusetts
$523K +$242 +1 +0%
BFA
1608
BMS Financial Advisors
South Dakota
$522K -$7.51K -31 -1%
WA
1609
Wealth Architects
California
$521K +$15K +62 +3%
SNB
1610
Security National Bank
Nebraska
$520K -$16.2K -67 -3%
PCS
1611
Personal CFO Solutions
New Jersey
$519K +$15K +62 +3%
TA
1612
Trellis Advisors
Washington
$518K +$5.33K +22 +1%
FMN
1613
Financial Management Network
California
$516K -$12.1K -50 -2%
BW
1614
Bison Wealth
Georgia
$515K +$18.7K +77 +3%
RCC
1615
Red Cedar Capital
Nebraska
$514K
TL
1616
Tradewinds LLC
North Carolina
$512K +$42.7K +176 +8%
Jones Financial Companies
1617
Jones Financial Companies
Missouri
$510K -$75.1K -310 -12%
RBFC
1618
Roman Butler Fullerton & Co
Missouri
$509K +$3.15K +13 +0.6%
JGIA
1619
Jackson Grant Investment Advisers
Connecticut
$506K
HFA
1620
High Falls Advisors
New York
$505K
CPWA
1621
Cerro Pacific Wealth Advisors
California
$504K +$33K +136 +6%
PCMU
1622
Paragon Capital Management (Utah)
Utah
$503K +$9.45K +39 +2%
CP
1623
Capital Planning
Washington
$503K -$194K -800 -26%
MSCM
1624
McElhenny Sheffield Capital Management
Texas
$503K
WPP
1625
Whalerock Point Partners
Rhode Island
$503K