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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1051
Laurel Wealth Advisors (California)
California
$525K +$194K +1,153 +67%
CAMG
1052
CWA Asset Management Group
Florida
$521K +$3.7K +22 +0.8%
IWA
1053
Intercontinental Wealth Advisors
Texas
$521K +$50K +297 +12%
CAM
1054
Columbia Asset Management
Michigan
$520K +$223K +1,325 +87%
CA
1055
Cullinan Associates
Kentucky
$515K
CBFP
1056
Cedar Brook Financial Partners
Ohio
$514K +$129K +769 +38%
KFGK
1057
Keystone Financial Group (Kentucky)
Kentucky
$512K +$135K +805 +40%
QCIG
1058
Quad-Cities Investment Group
Iowa
$509K +$16.8K +100 +4%
VCA
1059
Verdence Capital Advisors
Maryland
$508K -$1.21M -7,175 -72%
CCA
1060
Clearwater Capital Advisors
Illinois
$508K -$51.1K -304 -10%
BWM
1061
BigSur Wealth Management
Florida
$507K -$84.1K -500 -15%
PP
1062
Patten & Patten
Tennessee
$505K +$50.5K +300 +12%
CF
1063
Centaurus Financial
California
$503K -$41K -244 -8%
MSAM
1064
Moloney Securities Asset Management
Missouri
$502K +$18K +107 +4%
SVWA
1065
Sound View Wealth Advisors
Georgia
$501K -$2.02K -12 -0.4%
CT
1066
Coastline Trust
Rhode Island
$500K +$461K +2,740 New
NWP
1067
Northstar Wealth Partners
Connecticut
$499K +$16.8K +100 +4%
AFM
1068
Andesa Financial Management
Pennsylvania
$498K +$460K +2,736 New
AAM
1069
Azzad Asset Management
Virginia
$498K -$10.8K -64 -2%
OIA
1070
OneDigital Investment Advisors
Kansas
$496K -$159K -946 -26%
Chevy Chase Trust
1071
Chevy Chase Trust
Maryland
$495K +$191K +1,138 +74%
GFP
1072
Gryphon Financial Partners
Ohio
$490K -$34.5K -205 -7%
FIM
1073
Freedom Investment Management
Connecticut
$489K +$132K +787 +42%
F
1074
F3Logic
Minnesota
$489K +$452K +2,687 New
Lido Advisors
1075
Lido Advisors
California
$488K -$55.7K -331 -11%