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Name Holding Trade Value Shares
Change
Change in
Stake
SageView Advisory Group
1451
SageView Advisory Group
California
$545K -$15.9K -70 -2%
FFA
1452
Founders Financial Alliance
North Carolina
$542K -$27.6K -121 -4%
CF
1453
Carlson Financial
Oregon
$541K – – –
NIM
1454
Niles Investment Management
Florida
$541K -$7.23M -31,768 -92%
BBNB
1455
Baker Boyer National Bank
Washington
$540K – – –
GIA
1456
GHP Investment Advisors
Colorado
$539K +$338K +1,486 +122%
FNT
1457
First Nebraska Trust
Nebraska
$539K – – –
LWM
1458
Lodestone Wealth Management
Washington
$538K – – –
SPL
1459
Smart Portfolios LLC
Washington
$537K +$7.97K +35 +1%
AWC
1460
Abundance Wealth Counselors
Pennsylvania
$537K +$230K +1,010 +60%
MCA
1461
MSH Capital Advisors
Arizona
$536K -$17.1K -75 -3%
AWC
1462
Adamsbrown Wealth Consultants
Kansas
$536K -$12.3K -54 -2%
TFA
1463
Toth Financial Advisory
Virginia
$535K – – –
SWGC
1464
Summit Wealth Group (Colorado)
Colorado
$533K +$160K +704 +36%
BLC
1465
Brown, Lisle/Cummings
Rhode Island
$533K +$7.06K +31 +1%
CCIA
1466
Cherry Creek Investment Advisors
Colorado
$533K -$22.1K -97 -3%
PFA
1467
Pathway Financial Advisors
Vermont
$530K – – –
AWM
1468
Angeles Wealth Management
California
$528K +$52.8K +232 +10%
FWP
1469
Falcon Wealth Planning
California
$528K +$85.9K +377 +17%
TCBWMS
1470
Texas Capital Bank Wealth Management Services
Texas
$526K -$29.6K -130 -5%
WFP
1471
Worthington Financial Partners
Ohio
$525K +$38.5K +169 +7%
Park National Corp
1472
Park National Corp
Ohio
$525K +$109K +477 +22%
NIA
1473
NBZ Investment Advisors
Tennessee
$524K – – –
Hardman Johnston Global Advisors
1474
Hardman Johnston Global Advisors
Connecticut
$522K +$15.9K +70 +3%
Howard Capital Management
1475
Howard Capital Management
Georgia
$519K -$643K -2,825 -52%