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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
801
Kingsview Wealth Management
Oregon
$507K -$457K -1,786 -46%
AIP
802
Ameritas Investment Partners
Nebraska
$506K – – –
PA
803
Profund Advisors
Maryland
$506K +$15.6K +61 +3%
CM
804
Castleark Management
Illinois
$502K -$921K -3,600 -64%
BFG
805
Beacon Financial Group
Texas
$501K +$46.8K +183 +10%
BOH
806
Bank of Hawaii
Hawaii
$497K -$142K -555 -21%
CP
807
Castleview Partners
Texas
$495K +$520K +2,032 New
RWA
808
River Wealth Advisors
Pennsylvania
$494K +$11.8K +46 +2%
HC
809
Hendley & Co
Ohio
$488K – – –
ADL
810
Asset Dedication LLC
California
$486K +$79.8K +312 +19%
RCAG
811
Rehmann Capital Advisory Group
Michigan
$486K -$8.7K -34 -2%
HT
812
Heritage Trust
Oklahoma
$484K -$8.18K -32 -2%
ESB
813
Essex Savings Bank
Connecticut
$479K +$26.3K +103 +6%
SIM
814
Sonora Investment Management
Arizona
$477K – – –
GHA
815
GW Henssler & Associates
Georgia
$473K +$161K +631 +48%
ZCA
816
Zeke Capital Advisors
Pennsylvania
$471K – – –
CAN
817
Claraphi Advisory Network
United States
$468K – – –
EWM
818
EPG Wealth Management
Georgia
$467K +$3.84K +15 +0.8%
PH
819
Pinnacle Holdings
Oklahoma
$467K -$15.3K -60 -3%
NQWM
820
Northwest Quadrant Wealth Management
Oregon
$466K +$1.28K +5 +0.3%
FTDI
821
First Trust Direct Indexing
Massachusetts
$464K +$486K +1,901 New
FCFC
822
First Citizens Financial Corp
Iowa
$463K – – –
WDA
823
Wendell David Associates
New Hampshire
$463K – – –
AWA
824
Arkadios Wealth Advisors
Georgia
$462K +$110K +430 +29%
1SB
825
1ST Source Bank
Indiana
$461K +$10.2K +40 +2%