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Name Holding Trade Value Shares
Change
Change in
Stake
KW
1576
KWB Wealth
California
$408K -$20.5K -91 -4%
WA
1577
WBH Advisory
Maryland
$407K -$15.8K -70 -4%
AIA
1578
Allied Investment Advisors
Montana
$407K
PI
1579
PineBridge Investments
New York
$407K +$157K +697 +59%
EFG
1580
Embree Financial Group
Illinois
$406K +$139K +617 +49%
AFA
1581
American Financial Advisors
Georgia
$404K -$20.3K -90 -5%
TC
1582
Trilogy Capital
California
$404K +$41.3K +183 +11%
HTC
1583
Haverford Trust Company
Pennsylvania
$404K +$90.2K +400 +27%
MSFS
1584
Main Street Financial Solutions
Pennsylvania
$404K +$422K +1,870 New
AWM
1585
Accurate Wealth Management
Florida
$402K +$19.8K +88 +5%
TWA
1586
Tandem Wealth Advisors
Arizona
$402K +$420K +1,864 New
NJIM
1587
Nabity-Jensen Investment Management
Nebraska
$401K
CA
1588
Continuum Advisory
Idaho
$400K +$120K +532 +40%
PFP
1589
Paragon Financial Partners
California
$399K
SSW
1590
Stone Summit Wealth
Florida
$399K
MPPW
1591
Mitchell & Pahl Private Wealth
Oklahoma
$399K
IIC
1592
Ironwood Investment Counsel
Arizona
$399K
HFS
1593
Hantz Financial Services
Michigan
$398K +$171K +760 +70%
EWA
1594
Etesian Wealth Advisors
Oregon
$398K -$291K -1,292 -41%
VDI
1595
Vaughan David Investments
Illinois
$397K -$22.5K -100 -5%
KFA
1596
Kelleher Financial Advisors
New York
$397K -$407K -1,806 -50%
EARNEST Partners
1597
EARNEST Partners
Georgia
$396K -$68.5K -304 -14%
AA
1598
Auxano Advisors
Washington
$395K -$20.3K -90 -5%
WFAG
1599
Worth Financial Advisory Group
North Carolina
$395K +$46.9K +208 +13%
RHP
1600
Royal Harbor Partners
Texas
$395K