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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
901
Legacy Financial Advisors
Kentucky
$397K -$361K -1,253 -49%
HHRDM
902
H&H Retirement Design & Management
Nevada
$395K -$4.9K -17 -1%
BFS
903
Burr Financial Services
California
$394K
CAG
904
Csenge Advisory Group
Florida
$394K -$1.15K -4 -0.3%
OWA
905
One Wealth Advisors
California
$393K -$56.2K -195 -13%
CG
906
CFO4Life Group
Texas
$392K +$576 +2 +0.2%
MAM
907
McLean Asset Management
Virginia
$390K +$6.92K +24 +2%
CNB
908
Camden National Bank
Maine
$387K -$63.4K -220 -15%
SFS
909
Security Financial Services
Indiana
$387K +$43.2K +150 +13%
BFS
910
Bradley Foster & Sargent
Connecticut
$385K -$4.32K -15 -1%
CF
911
Convergence Financial
Missouri
$384K +$133K +460 +56%
B
912
Bellecapital
Switzerland
$383K
GC
913
Grimes & Company
Massachusetts
$381K +$12.7K +44 +4%
SAM
914
Sompo Asset Management
Japan
$381K
CSPIA
915
Cary Street Partners Investment Advisory
Virginia
$380K +$7.2K +25 +2%
CL
916
CLG LLC
California
$379K +$576 +2 +0.2%
C
917
Certuity
Florida
$379K +$8.93K +31 +3%
CB
918
Cadence Bank
Mississippi
$378K +$2.88K +10 +0.8%
GWWM
919
Great Waters Wealth Management
Minnesota
$377K +$362K +1,258 New
VEA
920
Virtus ETF Advisers
New York
$373K
CAM
921
Creekmur Asset Management
Illinois
$371K +$71.5K +248 +25%
SCA
922
Stillwater Capital Advisors
Pennsylvania
$371K
ECM
923
Evergreen Capital Management
Washington
$370K +$13K +45 +4%
BWP
924
Barlow Wealth Partners
Kentucky
$369K -$20.5K -71 -5%
MMA
925
Miracle Mile Advisors
California
$368K +$91.6K +318 +35%