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Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
1601
Kavar Capital Partners Group
Kansas
$753K – – –
QFA
1602
Quantum Financial Advisors
California
$752K – – –
SCA
1603
Stonebridge Capital Advisors
Minnesota
$751K -$281 -1 -0%
John W. Bristol & Co
1604
John W. Bristol & Co
New York
$750K -$93.2K -331 -12%
OWA
1605
One Wealth Advisors
California
$750K +$2.25K +8 +0.3%
WFA
1606
WMG Financial Advisors
Tennessee
$749K -$1.13K -4 -0.2%
MFT
1607
Moisand Fitzgerald Tamayo
Florida
$749K +$2.81K +10 +0.4%
AIM
1608
Athena Investment Management
California
$749K -$1.69K -6 -0.3%
Kingswood Wealth Advisors
1609
Kingswood Wealth Advisors
California
$748K -$57.1K -203 -8%
LC
1610
Lavaca Capital
Texas
$747K +$29.3K +104 +5%
WFI
1611
West Family Investments
California
$746K +$153K +543 +30%
VAG
1612
VisionPoint Advisory Group
Texas
$742K +$60.2K +214 +10%
SS
1613
Sunbelt Securities
Texas
$742K +$9.01K +32 +1%
NAS
1614
Nicolet Advisory Services
Wisconsin
$741K +$220K +782 +45%
DE
1615
Diversified Enterprises
Delaware
$741K -$36.9K -131 -5%
OFS
1616
OneAscent Financial Services
Alabama
$739K -$1.12M -3,978 -63%
PHAM
1617
Palisades Hudson Asset Management
Florida
$738K – – –
MAM
1618
MWA Asset Management
Massachusetts
$738K -$18K -64 -3%
IQI
1619
Integrated Quantitative Investments
Washington
$737K +$650K +2,311 New
Signature Estate & Investment Advisors
1620
Signature Estate & Investment Advisors
California
$737K +$21.7K +77 +3%
RCG
1621
Regatta Capital Group
California
$734K -$15.2K -54 -2%
TIA
1622
Traphagen Investment Advisors
New Jersey
$730K -$586K -2,081 -88%
SMA
1623
Seven Mile Advisory
New Jersey
$729K +$15.8K +56 +3%
NMC
1624
Nine Masts Capital
Hong Kong
$729K +$643K +2,284 New
CHAM
1625
Clear Harbor Asset Management
Connecticut
$728K – – –