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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1876
Icon Wealth Advisors
Texas
$716K -$7.61K -24 -1%
FMWA
1877
Forvis Mazars Wealth Advisors
Missouri
$714K -$52K -164 -7%
KWS
1878
Keystone Wealth Services
California
$712K +$1.27K +4 +0.2%
CCM
1879
Cohen Capital Management
California
$712K
MCM
1880
Magnolia Capital Management
New York
$712K +$23.8K +75 +4%
MHIC
1881
Marble Harbor Investment Counsel
Massachusetts
$712K -$38.1K -120 -5%
APA
1882
Astoria Portfolio Advisors
New York
$710K +$141K +444 +31%
VCM
1883
Versant Capital Management
Arizona
$709K +$37.7K +119 +6%
FMI
1884
Frec Markets Inc
California
$709K +$687K +2,165 New
EGA
1885
E&G Advisors
Texas
$708K
SP
1886
SmartHarvest Portfolios
Washington
$704K +$683K +2,152 New
FCAS
1887
First Command Advisory Services
Texas
$704K +$37.4K +118 +6%
VIA
1888
Virtus Investment Advisers
Connecticut
$704K +$208K +655 +44%
AF
1889
ASL Financial
California
$704K +$682K +2,150 New
RWMG
1890
Redwood Wealth Management Group
New Jersey
$703K -$5.71K -18 -0.8%
CCAM
1891
Cascades Capital Asset Management
North Carolina
$702K +$2.54K +8 +0.4%
BTI
1892
Blue Trust Inc
Georgia
$702K -$102K -321 -13%
UB
1893
Umpqua Bank
Oregon
$700K
NA
1894
Nautilus Advisors
California
$700K -$952 -3 -0.1%
SL
1895
Sentinus LLC
Illinois
$700K +$678K +2,137 New
IAG
1896
Ipsen Advisor Group
Arkansas
$698K -$14K -44 -2%
SQA
1897
Simon Quick Advisors
New Jersey
$698K +$57.4K +181 +9%
CAI
1898
Capital Advisors Inc
Oklahoma
$698K +$2.22K +7 +0.3%
ZCP
1899
Z3 Capital Partners
Virginia
$697K +$676K +2,131 New
GC
1900
Garde Capital
Washington
$697K -$9.52K -30 -1%