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Name Holding Trade Value Shares
Change
Change in
Stake
AG
1676
AIA Group
Hong Kong
$435K -$165K -669 -27%
BMC
1677
Benin Management Corp
Connecticut
$434K -$2.46K -10 -0.6%
IFG
1678
Independent Financial Group
California
$434K -$5.66K -23 -1%
HWA
1679
HHM Wealth Advisors
Tennessee
$433K +$5.17K +21 +1%
BWM
1680
Baystate Wealth Management
Massachusetts
$433K +$10.1K +41 +2%
ACP
1681
Aveo Capital Partners
Colorado
$433K +$80.4K +327 +23%
WA
1682
WBH Advisory
Maryland
$432K +$492 +2 +0.1%
KWA
1683
KCS Wealth Advisory
California
$430K -$246 -1 -0.1%
AWE
1684
Avidian Wealth Enterprises
Texas
$429K +$23.4K +95 +6%
ICM
1685
IMS Capital Management
Oregon
$427K -$306K -1,245 -42%
AP
1686
Advisors Preferred
Maryland
$425K -$25.8K -105 -6%
FA
1687
Financial Advisors
Massachusetts
$425K
XF
1688
XML Financial
Maryland
$425K +$1.72K +7 +0.4%
TAM
1689
Trillium Asset Management
Massachusetts
$424K -$2.46K -10 -0.6%
NRS
1690
Neville Rodie & Shaw
New York
$422K
RIA
1691
Realta Investment Advisors
Delaware
$421K -$105K -426 -20%
BFO
1692
Biltmore Family Office
North Carolina
$421K -$25.8K -105 -6%
KFI
1693
Key Financial Inc
Pennsylvania
$421K +$76.5K +311 +22%
BWA
1694
BDO Wealth Advisors
Florida
$419K +$492 +2 +0.1%
PFA
1695
Pure Financial Advisors
California
$419K +$3.2K +13 +0.8%
AA
1696
Auxano Advisors
Washington
$419K +$6.15K +25 +1%
SIC
1697
Salem Investment Counselors
North Carolina
$419K +$195K +793 +86%
BA
1698
Ballast Advisors
Minnesota
$418K
BL
1699
BCWM LLC
Kansas
$418K
SICM
1700
Sustainable Insight Capital Management
New York
$418K +$29.5K +120 +8%