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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1851
WFA of San Diego
California
$814K -$18.8K -55 -3%
SIS
1852
Sound Income Strategies
Florida
$813K +$38.7K +113 +5%
CBUSF
1853
Construction & Building Unions Superannuation Fund
Australia
$811K +$767K +2,240 New
FMWA
1854
Forvis Mazars Wealth Advisors
Missouri
$811K +$18.5K +54 +2%
WAOTB
1855
Wealth Advisors of Tampa Bay
Florida
$810K -$17.1K -50 -2%
NHT
1856
New Hampshire Trust
New Hampshire
$810K +$1.03K +3 +0.1%
ISFAN
1857
Investor's Fiduciary Advisor Network
Washington
$810K -$99.6K -291 -12%
AIM
1858
Athena Investment Management
California
$810K -$564K -1,647 -42%
CFG
1859
Carter Financial Group
Illinois
$810K -$12.3K -36 -2%
CCM
1860
Cohen Capital Management
California
$805K – – –
DAC
1861
Dutch Asset Corp
New York
$805K +$38K +111 +5%
EA
1862
Everpar Advisors
Oklahoma
$803K -$8.9K -26 -1%
BFS
1863
BridgePort Financial Solutions
Iowa
$802K +$231K +676 +44%
PCG
1864
Prosperity Consulting Group
Maryland
$800K +$127K +370 +20%
KP
1865
Keel Point
Alabama
$798K -$138K -403 -15%
LRIC
1866
Long Road Investment Counsel
Michigan
$797K – – –
TCM
1867
Thoma Capital Management
Maryland
$794K +$9.24K +27 +1%
UWS
1868
Unique Wealth Strategies
Illinois
$793K +$81.8K +239 +12%
FWI
1869
Facet Wealth Inc
Maryland
$792K +$41.8K +122 +6%
CIM
1870
CIM Investment Management
Pennsylvania
$792K -$69.8K -204 -9%
BWM
1871
Baron Wealth Management
Michigan
$791K -$13.7K -40 -2%
AA
1872
Advisory Advocates
Michigan
$791K -$73.9K -216 -9%
EPW
1873
Endeavor Private Wealth
Kansas
$791K -$61.6K -180 -8%
SRIM
1874
Saratoga Research & Investment Management
California
$790K -$42.8K -125 -5%
BFA
1875
Bill Few Associates
Pennsylvania
$789K -$19.9K -58 -3%