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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Advisor Solutions
1876
Focus Partners Advisor Solutions
Missouri
$546K -$1.13M -4,147 -69%
Alpha Omega Wealth Management
1877
Alpha Omega Wealth Management
Virginia
$545K -$25.9K -95 -5%
APW
1878
Acima Private Wealth
Virginia
$545K – – –
Annis Gardner Whiting Capital Advisors
1879
Annis Gardner Whiting Capital Advisors
Florida
$545K +$53.1K +195 +11%
LIM
1880
Longfellow Investment Management
Massachusetts
$543K -$375K -1,378 -42%
Vestmark Advisory Solutions
1881
Vestmark Advisory Solutions
Massachusetts
$542K +$513K +1,882 New
Boussard & Gavaudan Investment Management
1882
Boussard & Gavaudan Investment Management
United Kingdom
$541K +$514K +1,888 New
FIM
1883
Fruth Investment Management
Texas
$541K – – –
Capstone Financial Advisors
1884
Capstone Financial Advisors
Illinois
$541K +$817 +3 +0.2%
Ignite Planners
1885
Ignite Planners
California
$540K -$6.81K -25 -1%
HA
1886
Herold Advisors
New York
$540K -$54.5K -200 -10%
KWM
1887
Kolinsky Wealth Management
New Jersey
$540K +$54.8K +201 +12%
Clearwater Capital Advisors
1888
Clearwater Capital Advisors
Illinois
$539K +$18.8K +69 +4%
OWA
1889
Opal Wealth Advisors
New York
$538K +$9.26K +34 +2%
FEM
1890
Fulcrum Equity Management
Texas
$535K -$38.7K -142 -7%
MCWA
1891
Meadow Creek Wealth Advisors
Georgia
$534K +$505K +1,854 New
Glen Eagle Advisors
1892
Glen Eagle Advisors
New Jersey
$533K -$34.6K -127 -6%
Laffer Tengler Investments
1893
Laffer Tengler Investments
Tennessee
$531K -$15.5K -57 -3%
SCA
1894
Sandy Cove Advisors
Massachusetts
$531K -$1.29M -4,728 -72%
Circle Wealth Management
1895
Circle Wealth Management
New Jersey
$529K -$131K -481 -21%
BONH
1896
Bank of New Hampshire
New Hampshire
$529K -$124K -454 -20%
TVM
1897
True Vision MN
Minnesota
$529K +$500K +1,836 New
SGWM
1898
Sterling Group Wealth Management
California
$529K – – –
GeoWealth Management
1899
GeoWealth Management
Illinois
$527K +$493K +1,811 +9,055%
Everhart Financial Group
1900
Everhart Financial Group
Ohio
$527K +$58.3K +214 +13%