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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
1301
Paces Ferry Wealth Advisors
Georgia
$474K -$124K -787 -23%
MG
1302
McHugh Group
Ohio
$474K +$421K +2,680 New
HTIM
1303
Harbour Trust & Investment Management
Indiana
$474K -$51.9K -331 -11%
WFA
1304
WMG Financial Advisors
Tennessee
$473K +$36.9K +235 +10%
BBNB
1305
Baker Boyer National Bank
Washington
$473K -$23.5K -150 -5%
MWM
1306
Mosley Wealth Management
California
$473K -$314 -2 -0.1%
AIM
1307
Acropolis Investment Management
Missouri
$472K -$119K -759 -22%
UF
1308
Univest Financial
Pennsylvania
$469K -$51.8K -330 -11%
CWM
1309
Connecticut Wealth Management
Connecticut
$468K -$73.6K -469 -15%
SWA
1310
Sax Wealth Advisors
New Jersey
$467K +$414K +2,638 New
AG
1311
Ascent Group
Virginia
$464K +$411K +2,621 New
LMKC
1312
L.M. Kohn & Company
Ohio
$463K -$192K -1,222 -32%
Axa
1313
Axa
France
$463K -$592K -3,773 -59%
ILI
1314
Invesco LLC (Illinois)
Illinois
$463K -$24.8K -158 -6%
GL
1315
Graypoint LLC
New York
$462K +$109K +696 +36%
TCOV
1316
Trust Company of Vermont
Vermont
$461K -$73.6K -469 -15%
NAM
1317
NTV Asset Management
West Virginia
$461K +$132K +841 +48%
SRC
1318
Shufro Rose & Co
New York
$461K +$628 +4 +0.2%
WG
1319
Welch Group
Alabama
$461K -$1.41K -9 -0.3%
PFS
1320
Physicians Financial Services
North Carolina
$460K
BOSSRA
1321
B.O.S.S. Retirement Advisors
Utah
$459K +$184K +1,174 +83%
MPCA
1322
Madison Park Capital Advisors
Washington
$459K +$407K +2,593 New
IA
1323
IFG Advisory
Georgia
$459K +$407K +2,593 New
NAS
1324
NWF Advisory Services
California
$457K +$61.4K +391 +18%
WC
1325
Waterloo Capital
Texas
$455K +$403K +2,569 New