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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1901
Nicolet Advisory Services
Wisconsin
$579K +$53.3K +188 +11%
WCM
1902
Wellington Capital Management
Maryland
$579K +$813K +2,870 New
MAC
1903
Mason & Associates (California)
California
$579K – – –
FMWA
1904
Forvis Mazars Wealth Advisors
Missouri
$578K +$2.55K +9 +0.4%
OFS
1905
Orrstown Financial Services
Pennsylvania
$577K -$77.3K -273 -12%
RCWM
1906
Red Crane Wealth Management
California
$577K +$8.5K +30 +1%
EI
1907
Ellevest Inc
New York
$577K -$187K -660 -24%
ITIM
1908
Indiana Trust & Investment Management
Indiana
$577K +$29.7K +105 +5%
IAG
1909
Investment Advisory Group
Massachusetts
$575K -$2.27K -8 -0.4%
CIC
1910
Chilton Investment Company
Connecticut
$574K +$106K +374 +22%
CF
1911
Copperwynd Financial
Arizona
$573K +$330K +1,165 +131%
WAOTB
1912
Wealth Advisors of Tampa Bay
Florida
$573K -$11.3K -40 -2%
PWAM
1913
Private Wealth Asset Management
Iowa
$572K -$13K -46 -2%
AIIMS
1914
Analyst IMS Investment Management Services
Israel
$572K – – –
CCFM
1915
Clear Creek Financial Management
Washington
$572K -$31.2K -110 -5%
GM
1916
GeoWealth Management
Illinois
$572K +$24.6K +87 +4%
TIP
1917
Tandem Investment Partners
New Jersey
$572K +$85K +300 +17%
GGS
1918
Galvin Gaustad & Stein
Arizona
$570K -$14.2K -50 -2%
KIG
1919
Kennedy Investment Group
New Jersey
$570K -$7.93K -28 -1%
QT
1920
Quantbot Technologies
New York
$568K -$814K -2,873 -59%
FAFN
1921
First Affirmative Financial Network
Colorado
$567K -$11.3K -40 -2%
CFS
1922
Cannon Financial Strategists
Georgia
$565K – – –
NWM
1923
Navigoe Wealth Management
California
$563K – – –
GB
1924
Goepper Burkhardt
South Carolina
$562K +$10.8K +38 +2%
MSCM
1925
McElhenny Sheffield Capital Management
Texas
$562K -$35.1K -124 -6%