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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
501
Holderness Investments Company
North Carolina
$451K +$18.3K +610 +4%
IIM
502
InTrack Investment Management
Vermont
$447K -$143K -4,756 -25%
AF
503
Advisornet Financial
Minnesota
$447K -$28.7K -954 -6%
Bessemer Group
504
Bessemer Group
New Jersey
$445K +$21K +700 +5%
SPWM
505
Straight Path Wealth Management
Michigan
$445K -$3.06K -102 -0.7%
TA
506
TrueWealth Advisors
Alabama
$444K +$68.4K +2,275 +18%
IR
507
IAT Reinsurance
New York
$443K
FFA
508
Founders Financial Alliance
North Carolina
$442K -$176K -5,862 -28%
WFI
509
West Family Investments
California
$441K -$30 -1 -0%
PCS
510
Personal CFO Solutions
New Jersey
$439K -$17.8K -591 -4%
PCM
511
Poehling Capital Management
Wisconsin
$435K
MFG
512
MidWestOne Financial Group
Iowa
$435K -$265K -8,811 -37%
GLA
513
Good Life Advisors
Pennsylvania
$435K -$435K -14,479 -50%
CL
514
COWA LLC
Oklahoma
$435K -$36.4K -1,210 -8%
ATI
515
ARK & TLK Investments
Oklahoma
$434K +$441K +14,675 New
PA
516
Profund Advisors
Maryland
$431K -$23.6K -787 -5%
BBI
517
Baxter Bros Inc
Connecticut
$431K
USCWA
518
U.S. Capital Wealth Advisors
Texas
$427K -$18.7K -622 -4%
AWA
519
Aaron Wealth Advisors
Illinois
$425K +$41K +1,365 +10%
SCA
520
Snowden Capital Advisors
New York
$422K -$275K -9,137 -39%
ACG
521
Allen Capital Group
Nebraska
$418K +$961 +32 +0.2%
RIA
522
Recurrent Investment Advisors
Texas
$418K -$110K -3,660 -3%
Allspring Global Investments
523
Allspring Global Investments
North Carolina
$413K +$23.9K +796 +6%
P
524
Pitcairn
Pennsylvania
$410K +$208K +6,926 +100%
AFG
525
Allegheny Financial Group
Pennsylvania
$410K -$63.3K -2,107 -13%