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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
976
Kingswood Wealth Advisors
California
$509K -$396K -1,123 -41%
HBW
977
Hazlett, Burt & Watson
West Virginia
$506K +$352 +1 +0.1%
HGWM
978
Horst & Graben Wealth Management
Oregon
$504K +$2.82K +8 +0.5%
FFM
979
Forum Financial Management
Illinois
$503K -$3.52K -10 -0.6%
XSC
980
X-Square Capital
Puerto Rico
$502K
FNBSF
981
First National Bank Sioux Falls
South Dakota
$502K
VVP
982
Venture Visionary Partners
Ohio
$499K -$22.2K -63 -4%
BW
983
Basepoint Wealth
Iowa
$499K -$254K -722 -31%
HWA
984
HHM Wealth Advisors
Tennessee
$493K +$27.8K +79 +5%
BFG
985
Beacon Financial Group
Texas
$489K -$69.8K -198 -11%
RMDI
986
R.M. Davis Inc
Maine
$487K +$260K +738 +90%
LAM
987
Lakewood Asset Management
Illinois
$486K -$313K -889 -36%
SSWM
988
Smith Salley Wealth Management
North Carolina
$485K +$27.5K +78 +5%
EM
989
ELCO Management
New York
$484K
FIM
990
Freedom Investment Management
Connecticut
$482K +$20.4K +58 +4%
DAS
991
Dynamic Advisor Solutions
Arizona
$482K +$19K +54 +4%
ACGA
992
Atlanta Consulting Group Advisors
Georgia
$476K +$236K +669 +79%
BCP
993
Blue Chip Partners
Michigan
$475K +$2.11K +6 +0.4%
KMC
994
Kirr Marbach & Co
Indiana
$473K
CPIG
995
Chicago Partners Investment Group
Illinois
$471K +$150K +427 +37%
BBA
996
BLB&B Advisors
Pennsylvania
$470K +$137K +390 +35%
PAS
997
PKS Advisory Services
New York
$469K +$12.3K +35 +2%
TCM
998
Teza Capital Management
Illinois
$466K +$524K +1,487 New
PA
999
Profund Advisors
Maryland
$464K -$60.2K -171 -10%
EBWM
1000
Eagle Bluffs Wealth Management
Missouri
$463K