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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1151
Csenge Advisory Group
Florida
$391K -$383K -1,162 -52%
FNT
1152
First National Trust
Pennsylvania
$388K – – –
GWM
1153
Gibbs Wealth Management
Georgia
$385K +$349K +1,060 New
ZB
1154
Zions Bancorporation
Utah
$382K -$62.2K -189 -15%
ACA
1155
American Capital Advisory
Idaho
$381K – – –
BAM
1156
Brave Asset Management
New Jersey
$379K – – –
EA
1157
Everpar Advisors
Oklahoma
$378K -$606K -1,842 -64%
PFA
1158
Pure Financial Advisors
California
$378K -$10.5K -32 -3%
Fisher Asset Management
1159
Fisher Asset Management
Washington
$378K -$168K -511 -33%
OWM
1160
OneAscent Wealth Management
Alabama
$377K +$122K +370 +55%
APP
1161
Avantax Planning Partners
Iowa
$377K +$342K +1,038 New
CWA
1162
Clearview Wealth Advisors
Oregon
$374K – – –
SWM
1163
Segment Wealth Management
Texas
$373K +$65.8K +200 +24%
EW
1164
Evoke Wealth
California
$372K +$337K +1,025 New
HR
1165
Howe & Rusling
New York
$369K -$41.8K -127 -11%
PSP
1166
Principal Street Partners
Tennessee
$369K +$18.4K +56 +6%
CNBTD
1167
Citizens National Bank Trust Department
Mississippi
$368K +$25.3K +77 +8%
COCM
1168
Charter Oak Capital Management
New Hampshire
$367K +$75.4K +229 +29%
MWM
1169
Mission Wealth Management
California
$367K +$30K +91 +10%
FFM
1170
Fullerton Fund Management
Singapore
$366K +$332K +1,009 New
GWM
1171
Gitterman Wealth Management
New Jersey
$364K +$34.9K +106 +12%
CRM
1172
Cramer Rosenthal McGlynn
Connecticut
$363K – – –
PRWA
1173
Platte River Wealth Advisors
Colorado
$363K – – –
VT
1174
Vise Technologies
New York
$363K -$166K -505 -34%
TWC
1175
TD Waterhouse Canada
Ontario, Canada
$362K -$420K -1,277 -58%