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Name Holding Trade Value Shares
Change
Change in
Stake
STA
4026
Smith Thornton Advisors
Alabama
$968K +$920K +5,010 New
ST
4027
Sentinel Trust
Texas
$967K -$309K -1,683 -25%
AFO
4028
Arrowroot Family Office
California
$966K -$16.5K -90 -2%
GC
4029
Gruss & Co
Florida
$966K +$184K +1,000 +25%
UWM
4030
USAdvisors Wealth Management
Minnesota
$965K +$171K +929 +23%
PSC
4031
Prentiss Smith & Co
Vermont
$964K
IDA
4032
Intelligence Driven Advisers
California
$962K +$90.6K +493 +11%
BWM
4033
Blossom Wealth Management
California
$961K -$5.14K -28 -0.6%
SCM
4034
Semanteon Capital Management
Massachusetts
$960K -$360K -1,960 -28%
LCM
4035
LVM Capital Management
Michigan
$959K -$36.7K -200 -4%
TSW
4036
Thompson Siegel & Walmsley
Virginia
$957K -$11K -60 -1%
HP
4037
HT Partners
Connecticut
$956K -$12.1K -66 -1%
SWM
4038
Sugarloaf Wealth Management
Georgia
$953K +$249K +1,356 +38%
IPW
4039
Impact Partnership Wealth
Georgia
$953K +$618K +3,364 +215%
SAS
4040
Stelac Advisory Services
New York
$952K +$30.1K +164 +3%
MWM
4041
Marion Wealth Management
Pennsylvania
$949K +$77.5K +422 +9%
HFS
4042
Heritage Financial Services
Massachusetts
$948K -$59.9K -326 -6%
PVAMC
4043
PPS&V Asset Management Consultants
Michigan
$947K
MCA
4044
Magnolia Capital Advisors
Mississippi
$947K +$900K +4,900 New
AGA
4045
Arkos Global Advisors
Texas
$946K +$156K +847 +21%
HFA
4046
Highland Financial Advisors
New Jersey
$945K +$34.7K +189 +4%
PF
4047
Parker Financial
Washington
$944K -$39.3K -214 -4%
DMBA
4048
Deseret Mutual Benefit Administrators
Utah
$943K -$26.5K -144 -3%
FCG
4049
Fielder Capital Group
Tennessee
$943K +$38.8K +211 +5%
AFTS
4050
American Financial & Tax Strategies
New York
$943K +$18.2K +99 +2%