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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
976
FSM Wealth Advisors
Ohio
$496K -$98.5K -111 -18%
LCM
977
LCM Capital Management
Illinois
$493K +$6.21K +7 +1%
CWA
978
Consilium Wealth Advisory
Texas
$492K +$51.4K +58 +13%
NP
979
Nilsine Partners
Colorado
$492K +$79.8K +90 +22%
MAM
980
McLean Asset Management
Virginia
$490K -$19.5K -22 -4%
TW
981
Transform Wealth
Colorado
$490K -$1.71M -1,924 -79%
TPI
982
Trust Point Inc
Wisconsin
$490K -$12.4K -14 -3%
CAGAS
983
Capital Advisory Group Advisory Services
Minnesota
$490K +$7.1K +8 +2%
FCA
984
Fortis Capital Advisors
Kansas
$487K +$445K +502 New
PA
985
PFG Advisors
Arizona
$487K +$51.4K +58 +13%
LFM
986
LGT Fund Management
Liechtenstein
$486K +$444K +500 New
PAM
987
Pinpoint Asset Management
Hong Kong
$485K +$444K +500 New
EWA
988
EverSource Wealth Advisors
Alabama
$485K -$146K -165 -23%
FPAS
989
Focus Partners Advisor Solutions
Missouri
$483K +$442K +498 New
HI
990
Harbour Investments
Wisconsin
$482K -$99.3K -112 -18%
CB
991
CNB Bank
Pennsylvania
$482K +$50.6K +57 +13%
FCH
992
Freestone Capital Holdings
Washington
$481K +$51.4K +58 +13%
SC
993
Savant Capital
Illinois
$476K -$22.2K -25 -5%
AT
994
American Trust
Kentucky
$476K -$94.9K -107 -18%
FMTC
995
Farmers & Merchants Trust Company
California
$473K -$17.7K -20 -4%
AFA
996
Arlington Financial Advisors
California
$471K
MRWM
997
ML&R Wealth Management
Texas
$468K -$34.6K -39 -7%
CTC
998
Cetera Trust Company
Minnesota
$468K -$71K -80 -14%
SWA
999
SFMG Wealth Advisors
Texas
$466K +$1.77K +2 +0.4%
KWA
1000
Kingswood Wealth Advisors
California
$466K -$141K -159 -25%