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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1426
Freedom Investment Management
Connecticut
$432K -$15.8K -77 -3%
AO
1427
Advisor OS
Illinois
$430K +$11.5K +56 +3%
KFA
1428
Kapstone Financial Advisors
Ohio
$430K -$6.99K -34 -2%
PMFA
1429
Plante Moran Financial Advisors
Michigan
$429K -$50.3K -245 -10%
EFG
1430
Everhart Financial Group
Ohio
$429K +$26.7K +130 +6%
LWP
1431
LMG Wealth Partners
Louisiana
$429K +$221K +1,074 +94%
PEA
1432
Park Edge Advisors
Ohio
$428K +$456K +2,217 New
WJA
1433
Willis Johnson & Associates
Texas
$427K +$207K +1,007 +84%
ITIM
1434
Indiana Trust & Investment Management
Indiana
$427K -$11.3K -55 -2%
BLC
1435
Brown, Lisle/Cummings
Rhode Island
$426K
BOPW
1436
Brandywine Oak Private Wealth
Pennsylvania
$425K -$4.52K -22 -1%
EA
1437
Everpar Advisors
Oklahoma
$423K +$209K +1,019 +87%
AC
1438
Addison Capital
Pennsylvania
$422K -$3.08K -15 -0.7%
IGAM
1439
iA Global Asset Management
Quebec, Canada
$420K +$49.3K +240 +12%
AP
1440
Adero Partners
California
$419K -$84.5K -411 -16%
CCC
1441
Chelsea Counsel Company
California
$417K
PIM
1442
Pullen Investment Management
Florida
$416K +$443K +2,154 New
RW
1443
Rockport Wealth
Ohio
$416K +$444K +2,159 New
Members Trust
1444
Members Trust
Florida
$415K -$130K -632 -23%
HCA
1445
Harbour Capital Advisors
Virginia
$413K -$70.9K -345 -14%
GD
1446
Grandfield & Dodd
New York
$412K +$1.03K +5 +0.2%
PPW
1447
Pasadena Private Wealth
California
$412K +$13.8K +67 +3%
HNWAG
1448
High Net Worth Advisory Group
Florida
$410K -$116K -564 -21%
IWM
1449
Integris Wealth Management
California
$410K -$17.1K -83 -4%
EWA
1450
Exencial Wealth Advisors
Oklahoma
$410K -$371K -1,807 -46%