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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1326
CWS Financial Advisors
Michigan
$500K -$55.4K -339 -15%
WCM
1327
Whitener Capital Management
North Carolina
$499K -$77.7K -475 -15%
EWA
1328
Exencial Wealth Advisors
Oklahoma
$499K +$133K +814 +45%
NERM
1329
New England Research & Management
Illinois
$498K
RFN
1330
RDA Financial Network
Iowa
$498K -$77.4K -473 -15%
W
1331
Wealthquest
Ohio
$497K -$352K -2,150 -45%
AFG
1332
Allegheny Financial Group
Pennsylvania
$497K
MPI
1333
Mairs & Power Inc
Minnesota
$497K -$38.3K -234 -8%
SWMG
1334
Sanchez Wealth Management Group
Florida
$496K
RZH
1335
Relyea Zuckerberg Hanson
Connecticut
$495K +$425K +2,597 New
TCOO
1336
Trust Company of Oklahoma
Oklahoma
$494K -$1.15K -7 -0.3%
BCM
1337
Bourgeon Capital Management
Connecticut
$492K +$423K +2,585 New
CTA
1338
Colonial Trust Advisors
South Carolina
$492K -$21.1K -129 -5%
XT
1339
XTX Topco
Cayman Islands
$492K +$423K +2,584 New
DAL
1340
Delta Accumulation LLC
California
$491K
OFG
1341
Oxford Financial Group
Indiana
$490K +$15.4K +94 +4%
SIM
1342
SSI Investment Management
California
$489K +$143K +876 +52%
LWM
1343
LJI Wealth Management
Indiana
$488K +$419K +2,560 New
SIC
1344
Shoker Investment Counsel
Ohio
$487K
Acadian Asset Management
1345
Acadian Asset Management
Massachusetts
$487K -$64.3K -393 -13%
IF
1346
Ironwood Financial
Arizona
$486K -$30.3K -185 -7%
CA
1347
Crane Advisory
California
$486K +$16.4K +100 +4%
PBC
1348
Pavion Blue Capital
California
$485K +$81.8K +500 +24%
CPC
1349
Congress Park Capital
New York
$484K -$40.9K -250 -9%
DFG
1350
Delta Financial Group
New Jersey
$484K +$418K +2,556 New