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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
926
Alera Investment Advisors
Illinois
$372K +$9.24K +14 +3%
BL
927
BFSG LLC
California
$369K +$322K +488 New
LWM
928
LJI Wealth Management
Indiana
$369K -$8.58K -13 -3%
GGS
929
Galvin Gaustad & Stein
Arizona
$369K +$322K +487 New
AFA
930
Arlington Financial Advisors
California
$367K +$320K +485 New
AWC
931
Abundance Wealth Counselors
Pennsylvania
$366K +$2.64K +4 +0.8%
MAM
932
McLean Asset Management
Virginia
$364K
SWA
933
SFMG Wealth Advisors
Texas
$363K -$20.5K -31 -6%
MW
934
Marcum Wealth
Ohio
$362K +$9.9K +15 +3%
QP
935
Quilter Plc
United Kingdom
$362K +$15.8K +24 +6%
LF
936
LifeSteps Financial
California
$357K
EWM
937
Executive Wealth Management
Michigan
$357K +$48.9K +74 +19%
PMA
938
Prudent Man Advisors
Illinois
$357K -$29.1K -44 -9%
MC
939
Maverick Capital
Texas
$354K +$311K +471 New
CL
940
Choreo LLC
Illinois
$351K +$306K +464 New
CCMG
941
Clark Capital Management Group
Pennsylvania
$350K +$305K +462 New
KOCAA
942
Knights of Columbus Asset Advisors
Connecticut
$348K
WGAM
943
Wilkinson Global Asset Management
New York
$348K
CWMGP
944
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$346K -$118K -178 -28%
LW
945
Linscomb Wealth
Texas
$345K +$50.2K +76 +20%
AGWCA
946
Annis Gardner Whiting Capital Advisors
Florida
$342K +$33K +50 +12%
AWA
947
Arkadios Wealth Advisors
Georgia
$341K +$298K +451 New
CWA
948
Consilium Wealth Advisory
Texas
$340K +$296K +449 New
SF
949
Synovus Financial
Georgia
$338K +$295K +446 New
PNC
950
Park National Corp
Ohio
$336K