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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1651
Legacy Financial Advisors
Kentucky
$532K +$73.3K +1,257 +15%
LJAC
1652
L.J. Altfest & Co
New York
$530K +$160K +2,746 +41%
PTP
1653
Platform Technology Partners
New York
$527K -$100K -1,720 -15%
FC
1654
Forte Capital
New York
$527K +$5.07K +87 +0.9%
ML
1655
McAdam LLC
Pennsylvania
$527K +$123K +2,118 +29%
MPW
1656
Monterey Private Wealth
California
$526K +$58 +1 +0%
FIM
1657
Freedom Investment Management
Connecticut
$524K +$12.7K +217 +2%
Boston Partners
1658
Boston Partners
Massachusetts
$523K -$4.14K -71 -0.8%
FM
1659
Foster & Motley
Ohio
$523K +$7.99K +137 +1%
PFWA
1660
Paces Ferry Wealth Advisors
Georgia
$522K -$23.6K -404 -4%
GSEP
1661
Golden State Equity Partners
California
$522K +$34.2K +586 +7%
WP
1662
WealthSource Partners
California
$521K -$45.1K -773 -8%
PWMAG
1663
Pinnacle Wealth Management Advisory Group
New Jersey
$521K -$3.79K -65 -0.7%
SAM
1664
Seelaus Asset Management
New Jersey
$520K +$14.1K +241 +3%
TC
1665
Trust Company
Kansas
$520K +$176K +3,022 +48%
RIA
1666
Regal Investment Advisors
Michigan
$514K +$18.1K +310 +3%
OWP
1667
Obermeyer Wealth Partners
Colorado
$513K +$181K +3,112 +51%
FM
1668
Family Management
New York
$512K -$57.7K -990 -10%
FP
1669
Financial Perspectives
Minnesota
$509K +$76.6K +1,313 +17%
FFA
1670
Founders Financial Alliance
North Carolina
$508K -$432K -7,415 -45%
WWM
1671
Wolff Wiese Magana
California
$508K +$60.1K +1,031 +13%
BFS
1672
Bickling Financial Services
Massachusetts
$508K +$86.4K +1,481 +19%
RDWM
1673
Red Door Wealth Management
Tennessee
$506K -$31K -532 -6%
V
1674
VeraBank
Texas
$506K – – –
EA
1675
Emerald Advisors
Washington
$505K +$17K +292 +3%