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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
551
Forvis Mazars Wealth Advisors
Missouri
$365K +$72.2K +2,357 +22%
PAG
552
Powers Advisory Group
Illinois
$364K -$21.8K -712 -5%
SI
553
Saxon Interests
Texas
$364K +$393K +12,826 New
OWP
554
Obermeyer Wealth Partners
Colorado
$363K
WP
555
Wedgewood Partners
Missouri
$361K -$23K -750 -6%
Prudential Financial
556
Prudential Financial
New Jersey
$360K -$47.2K -1,542 -11%
RGC
557
Roberts, Glore & Co
Illinois
$360K
ERIC
558
Eagle Rock Investment Company
Georgia
$358K
ETI
559
Enterprise Trust & Investment
California
$358K +$5.73K +187 +2%
Vanguard Capital Wealth Advisors
560
Vanguard Capital Wealth Advisors
Colorado
$357K +$39.8K +1,299 +11%
CW
561
CreativeOne Wealth
Kansas
$356K +$9.16K +299 +2%
Luther King Capital Management (LKCM)
562
Luther King Capital Management (LKCM)
Texas
$356K +$90.3K +2,947 +31%
AF
563
Allworth Financial
California
$354K +$46.5K +1,519 +14%
PTC
564
Private Trust Company
Ohio
$351K +$18K +588 +5%
V
565
Veritable
Delaware
$349K +$16.8K +547 +5%
HCM
566
Howland Capital Management
Massachusetts
$349K +$79.8K +2,606 +27%
MHS
567
M Holdings Securities
Oregon
$348K +$16.9K +550 +5%
ATIA
568
American Trust Investment Advisors
New Hampshire
$347K
AF
569
Advisornet Financial
Minnesota
$346K -$53.1K -1,732 -12%
SDWIA
570
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$346K
TA
571
TruWealth Advisors
Louisiana
$343K -$61.1K -1,993 -14%
CFG
572
Cooper Financial Group
California
$343K +$6.28K +205 +2%
BWM
573
Bulltick Wealth Management
Florida
$341K -$44.2K -1,442 -11%
CWS
574
Confluence Wealth Services
Pennsylvania
$340K -$29.9K -975 -8%
AAMC
575
Asset Allocation & Management Company
Illinois
$340K