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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
1651
Paces Ferry Wealth Advisors
Georgia
$515K -$3.6K -84 -0.7%
BWM
1652
Biltmore Wealth Management
Arizona
$515K +$2.62K +61 +0.5%
FFWA
1653
FRG Family Wealth Advisors
Washington
$515K -$25.7K -600 -5%
CBFP
1654
Cedar Brook Financial Partners
Ohio
$513K +$38.7K +903 +8%
D
1655
Diversified
Delaware
$513K -$3.94K -92 -0.8%
EIP
1656
Ellis Investment Partners
Pennsylvania
$511K +$5.14K +120 +1%
FW
1657
FirstPurpose Wealth
Utah
$510K +$6.26K +146 +1%
HCM
1658
Highlander Capital Management
New Jersey
$508K -$34.3K -800 -6%
SA
1659
Strategic Advisors
New York
$507K +$5.01K +117 +1%
EARNEST Partners
1660
EARNEST Partners
Georgia
$507K
BFO
1661
Biltmore Family Office
North Carolina
$507K
SBIA
1662
Sheaff Brock Investment Advisors
Indiana
$506K -$19K -444 -4%
BIA
1663
Bigelow Investment Advisors
Maine
$506K -$17.6K -410 -3%
CI Investments Inc
1664
CI Investments Inc
Ontario, Canada
$503K -$192K -4,471 -28%
SSWM
1665
Strait & Sound Wealth Management
California
$501K
CWM
1666
Calamos Wealth Management
Illinois
$500K -$22.6K -528 -4%
SFM
1667
Systematic Financial Management
New Jersey
$500K
NB
1668
Northwest Bancshares
Pennsylvania
$500K -$43.6K -1,018 -8%
SW
1669
SkyOak Wealth
Michigan
$499K -$6K -140 -1%
AMBIA
1670
Allen Mooney & Barnes Investment Advisors
Georgia
$499K -$17.6K -410 -3%
SWM
1671
Sculati Wealth Management
Michigan
$497K +$486K +11,342 New
GA
1672
Gateway Advisory
New Jersey
$497K +$61.6K +1,437 +15%
AWM
1673
Aviso Wealth Management
Washington
$497K +$485K +11,324 New
VA
1674
Valmark Advisers
Ohio
$496K +$86.8K +2,025 +22%
AP
1675
Appleton Partners
Massachusetts
$495K -$13.1K -306 -3%