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Name Holding Trade Value Shares
Change
Change in
Stake
PP
901
Palladium Partners
Virginia
$279K -$20K -100 -7%
GFS
902
GYL Financial Synergies
Connecticut
$279K +$9.99K +50 +4%
AW
903
ACG Wealth
Georgia
$278K -$108K -539 -30%
IWS
904
Insight Wealth Strategies
California
$278K +$254K +1,269 New
1IA
905
1834 Investment Advisors
Wisconsin
$277K -$15K -75 -6%
RP
906
Rice Partnership
Hawaii
$277K – – –
CCP
907
Corient Capital Partners
California
$277K +$252K +1,262 New
WG
908
Welch Group
Alabama
$276K +$136K +680 +117%
VCA
909
Verdence Capital Advisors
Maryland
$273K -$2.2K -11 -0.9%
AL
910
Aspiriant LLC
California
$271K -$13.6K -68 -5%
GIM
911
Goelzer Investment Management
Indiana
$271K +$2K +10 +0.8%
BC
912
Burleson & Co
California
$271K +$10.6K +53 +5%
OPS
913
Orion Portfolio Solutions
Nebraska
$270K +$68.3K +342 +39%
EGA
914
Eagle Global Advisors
Texas
$269K – – –
GWM
915
GSB Wealth Management
Connecticut
$269K – – –
SIC
916
Salem Investment Counselors
North Carolina
$269K – – –
SVWAG
917
Sound View Wealth Advisors Group
Georgia
$269K – – –
GW
918
GW & Wade
Massachusetts
$269K +$245K +1,227 New
GEA
919
Glen Eagle Advisors
New Jersey
$268K -$185K -925 -43%
CAMG
920
CWA Asset Management Group
Florida
$267K -$30K -150 -11%
SAM
921
Strategy Asset Managers
California
$266K +$242K +1,212 New
DWT
922
Dorsey & Whitney Trust
South Dakota
$266K +$243K +1,214 New
AMG
923
Advisors Management Group
Wisconsin
$264K -$8.19K -41 -3%
DLHL
924
Donald L. Hagan LLC
Florida
$263K – – –
MMG
925
Monetary Management Group
Missouri
$263K – – –