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Name Holding Trade Value Shares
Change
Change in
Stake
VEM
801
Vann Equity Management
Texas
$775K -$13K -27 -2%
PAI
802
Pittenger & Anderson Inc
Nebraska
$773K +$483 +1 +0.1%
BRPW
803
Ballast Rock Private Wealth
South Carolina
$773K
KNW
804
Kesler Norman & Wride
Utah
$772K -$641K -1,328 -47%
WW
805
Winnow Wealth
Texas
$761K -$10.6K -22 -1%
WIA
806
Wealthedge Investment Advisors
New York
$760K -$78.2K -162 -10%
MA
807
MONECO Advisors
Connecticut
$759K +$48.7K +101 +7%
LS
808
Livforsakringsbolaget Skandia
Sweden
$741K -$77.2K -160 -10%
VWA
809
Visionary Wealth Advisors
Illinois
$741K +$175K +363 +34%
PWG
810
Portside Wealth Group
Utah
$735K +$216K +447 +46%
MWM
811
Modern Wealth Management
Kansas
$733K +$158K +327 +30%
WA
812
Wealth Alliance
New York
$722K -$18.8K -39 -3%
GAM
813
Groupama Asset Management
France
$721K +$3.38K +7 +0.5%
DWT
814
Dorsey & Whitney Trust
South Dakota
$713K +$84K +174 +14%
MTC
815
Matrix Trust Company
Colorado
$713K -$34.7K -72 -5%
WA
816
WPG Advisers
Maryland
$707K -$80.1K -166 -11%
TCWA
817
Turtle Creek Wealth Advisors
Texas
$704K +$28.5K +59 +5%
PFGIA
818
Patriot Financial Group Insurance Agency
Massachusetts
$700K -$921K -1,909 -58%
BJL
819
Brighton Jones LLC
Washington
$700K +$119K +246 +22%
SI
820
Sava Infond
Slovenia
$696K +$72.4K +150 +13%
DE
821
Diversified Enterprises
Delaware
$695K -$60.8K -126 -9%
GA
822
Goldstein Advisors
Wisconsin
$694K +$155K +321 +31%
KWM
823
Kingsview Wealth Management
Oregon
$691K +$210K +435 +48%
SSWM
824
Sheets Smith Wealth Management
North Carolina
$688K -$965 -2 -0.1%
PPWP
825
Premier Path Wealth Partners
New Jersey
$688K +$50.7K +105 +9%