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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1501
Trellis Advisors
Washington
$412K +$2.29K +11 +0.6%
BOSSRA
1502
B.O.S.S. Retirement Advisors
Utah
$411K +$67.1K +323 +20%
RMDI
1503
R.M. Davis Inc
Maine
$409K +$11K +53 +3%
WEG
1504
World Equity Group
Illinois
$406K +$664K +3,196 +78%
AIA
1505
Avalon Investment & Advisory
Texas
$404K +$3.74K +18 +1%
CMI
1506
Clare Market Investments
Texas
$404K -$230K -1,105 -37%
Fiera Capital (Canada)
1507
Fiera Capital (Canada)
Quebec, Canada
$404K -$416 -2 -0.1%
KC
1508
Kenfarb & Co
Kentucky
$404K – – –
AC
1509
AXQ Capital
New Jersey
$404K +$395K +1,900 New
CWS
1510
Confluence Wealth Services
Pennsylvania
$402K -$2.08K -10 -0.5%
KWS
1511
Keystone Wealth Services
California
$402K +$16K +77 +4%
ACM
1512
AlphaStar Capital Management
North Carolina
$401K -$651K -3,132 -62%
PWA
1513
Providence Wealth Advisors
Illinois
$400K – – –
KCFA
1514
Key Client Fiduciary Advisors
New Jersey
$399K -$44.7K -215 -10%
OPTFSNA
1515
Old Point Trust & Financial Services N A
Virginia
$399K – – –
AI
1516
Accredited Investors
Minnesota
$399K – – –
AC
1517
Allstate Corporation
Illinois
$398K -$3.94M -18,951 -91%
BFS
1518
Bard Financial Services
Connecticut
$398K -$51.9K -250 -12%
FFA
1519
Farther Finance Advisors
California
$398K +$19.5K +94 +5%
EP
1520
Edgestream Partners
New Jersey
$398K -$1.88M -9,063 -83%
P
1521
Pitcairn
Pennsylvania
$397K +$15K +72 +4%
RWA
1522
Rainsberger Wealth Advisors
Colorado
$396K – – –
RCWM
1523
Royal Capital Wealth Management
Indiana
$395K +$57.3K +276 +17%
PRS
1524
Pinkerton Retirement Specialists
Idaho
$394K -$223K -1,074 -37%
MCC
1525
Money Concepts Capital
Florida
$394K -$1.07M -5,149 -74%