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Name Holding Trade Value Shares
Change
Change in
Stake
Promethium Advisors
4001
Promethium Advisors
Maryland
$2.45M -$12.3K -49 -0.5%
Phillips Financial Management
4002
Phillips Financial Management
Indiana
$2.45M +$18.8K +75 +0.7%
Cathy Pareto & Associates
4003
Cathy Pareto & Associates
Florida
$2.45M +$24.8K +99 +1%
TGY2IT
4004
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$2.45M -$1.98M -7,870 -43%
PAX Financial Group
4005
PAX Financial Group
Texas
$2.44M +$274K +1,090 +12%
Financial Solutions Advisory Group
4006
Financial Solutions Advisory Group
Illinois
$2.44M +$233K +929 +10%
OneAscent Family Office
4007
OneAscent Family Office
Alabama
$2.44M +$341K +1,359 +15%
Hudock Inc
4008
Hudock Inc
Pennsylvania
$2.44M -$105K -418 -4%
Alternative Investment Advisors
4009
Alternative Investment Advisors
Florida
$2.44M +$8.53K +34 +0.3%
Arcadia Wealth Management (New Hampshire)
4010
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.44M -$144K -572 -5%
United Community Bank
4011
United Community Bank
South Carolina
$2.43M -$131K -522 -5%
Vima LLC
4012
Vima LLC
Michigan
$2.43M +$2.56M +10,188 New
Heritage Wealth Management (Ohio)
4013
Heritage Wealth Management (Ohio)
Ohio
$2.42M +$52.5K +209 +2%
AIFAIM
4014
American Institute for Advanced Investment Management
Arizona
$2.42M -$18.8K -75 -0.7%
Braeburn Wealth Management
4015
Braeburn Wealth Management
Michigan
$2.42M -$26.4K -105 -1%
M3 Advisory Group
4016
M3 Advisory Group
Massachusetts
$2.42M -$46.9K -187 -2%
Wealth High Governance Asset Management
4017
Wealth High Governance Asset Management
$2.42M +$2.55M +10,146 New
TA
4018
TrueWealth Advisors
Alabama
$2.42M – – –
Eagle Bluffs Wealth Management
4019
Eagle Bluffs Wealth Management
Missouri
$2.41M +$129K +514 +5%
Flagship Capital Management
4020
Flagship Capital Management
Pennsylvania
$2.41M +$143K +570 +6%
Systrade
4021
Systrade
Liechtenstein
$2.41M +$2.54M +10,100 New
Silverlake Wealth Management
4022
Silverlake Wealth Management
Vermont
$2.41M +$120K +479 +5%
Rockbridge Investment Management
4023
Rockbridge Investment Management
New York
$2.4M +$29.6K +118 +1%
Investment Partners Asset Management
4024
Investment Partners Asset Management
New Jersey
$2.4M -$10K -40 -0.4%
BWIA
4025
Bryant Woods Investment Advisors
New York
$2.4M +$27.9K +111 +1%