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Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1651
J.L. Bainbridge & Co
Florida
$376K -$2.25K -19 -0.5%
WDG
1652
Wealth Dimensions Group
Ohio
$375K +$7.23K +61 +2%
PFWA
1653
Paces Ferry Wealth Advisors
Georgia
$373K -$16.2K -137 -4%
RIA
1654
Richwood Investment Advisors
Ohio
$372K -$26.4K -223 -6%
BMO
1655
Beck Mack & Oliver
New York
$372K – – –
FM
1656
Foster & Motley
Ohio
$372K +$1.42K +12 +0.3%
AA
1657
Acorns Advisers
California
$372K +$83K +700 +24%
SEP
1658
Southland Equity Partners
Missouri
$372K +$2.96K +25 +0.7%
PWMG
1659
Prestige Wealth Management Group
New Jersey
$371K -$201K -1,699 -32%
SCA
1660
STALEY CAPITAL ADVISERS
Pennsylvania
$371K +$474 +4 +0.1%
FDW
1661
Fourth Dimension Wealth
Ohio
$369K +$92.7K +782 +28%
CWM
1662
Calamos Wealth Management
Illinois
$369K +$95.5K +806 +29%
FA
1663
Fortis Advisors
Pennsylvania
$369K – – –
BB
1664
Burford Brothers
Texas
$369K +$4.27K +36 +1%
DIM
1665
Delta Investment Management
California
$368K -$3.08K -26 -0.7%
HCM
1666
Hodges Capital Management
Texas
$366K – – –
WWM
1667
Walser Wealth Management
Florida
$365K +$102K +858 +32%
SPWM
1668
Schrum Private Wealth Management
Florida
$364K +$60.6K +511 +19%
GG
1669
Greenwood Gearhart
Arkansas
$364K +$112K +947 +37%
RFW
1670
Redwood Family Wealth
Texas
$364K +$1.3K +11 +0.3%
SSWM
1671
Sheets Smith Wealth Management
North Carolina
$362K +$237 +2 +0.1%
BI
1672
Ballast Inc
Kentucky
$362K -$12.1K -102 -3%
BFO
1673
Biltmore Family Office
North Carolina
$362K +$9.84K +83 +2%
DSC
1674
Duncker Streett & Co
Missouri
$362K -$5.33K -45 -1%
EPI
1675
Eddie Patel Inc
Illinois
$361K +$412K +3,474 New