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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
526
WealthBridge Capital Management
Ohio
$524K +$527K +5,487 New
KWM
527
Kingsview Wealth Management
Oregon
$523K +$97.3K +1,014 +23%
TWPM
528
Total Wealth Planning & Management
Florida
$523K -$161K -1,682 -24%
Allspring Global Investments
529
Allspring Global Investments
North Carolina
$523K +$17.5K +182 +3%
AMBIA
530
Allen Mooney & Barnes Investment Advisors
Georgia
$522K +$106K +1,106 +25%
MWC
531
MBM Wealth Consultants
Missouri
$518K +$138K +1,442 +36%
CFG
532
Citizens Financial Group
Rhode Island
$518K +$66.9K +697 +15%
GVAG
533
Great Valley Advisor Group
Delaware
$515K +$139K +1,444 +37%
DBFM
534
Dickmeyer Boyce Financial Management
Indiana
$515K +$95.2K +992 +23%
KPWS
535
Kestra Private Wealth Services
Texas
$511K -$57.4K -598 -10%
SEP
536
Southland Equity Partners
Missouri
$500K +$33.3K +347 +7%
GT
537
Glenview Trust
Kentucky
$491K +$3.46K +36 +0.7%
GCM
538
Graham Capital Management
Connecticut
$488K -$87.6K -913 -15%
WP
539
Woodline Partners
California
$486K +$489K +5,095 New
SWP
540
Stratos Wealth Partners
Ohio
$482K +$485K +5,048 New
IAG
541
Ipsen Advisor Group
Arkansas
$482K +$34.1K +355 +8%
CAMG
542
CWA Asset Management Group
Florida
$481K +$255K +2,659 +112%
UB
543
UMB Bank
Missouri
$480K -$28.9K -301 -6%
EHWM
544
Eads & Heald Wealth Management
Georgia
$476K -$219K -2,283 -31%
UAS
545
United Asset Strategies
New York
$472K -$231K -2,406 -33%
RYIA
546
Roehl & Yi Investment Advisors
Oregon
$469K -$864 -9 -0.2%
EB
547
Eastern Bank
Massachusetts
$468K +$42.2K +440 +10%
QIM
548
Quantitative Investment Management
Virginia
$467K +$471K +4,902 New
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$465K -$52K -542 -10%
PWP
550
Principle Wealth Partners
Connecticut
$461K +$13.9K +145 +3%