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Name Holding Trade Value Shares
Change
Change in
Stake
VA
1526
Valmark Advisers
Ohio
$556K -$115K -656 -16%
LAM
1527
LOM Asset Management
$554K +$37.1K +211 +6%
TCWA
1528
Turtle Creek Wealth Advisors
Texas
$554K -$724K -4,120 -54%
T. Rowe Price Investment Management
1529
T. Rowe Price Investment Management
Maryland
$553K -$183K -1,042 -23%
WPC
1530
White Pine Capital
Minnesota
$551K +$170K +967 +38%
BTD
1531
BankPlus Trust Department
Mississippi
$550K -$1.4M -7,970 -69%
UFA
1532
Unify Financial Advisors
Florida
$550K +$144K +818 +30%
SW
1533
Simplicity Wealth
New Jersey
$549K -$212K -1,203 -26%
WAG
1534
Wallace Advisory Group
California
$548K +$75.3K +428 +14%
MA
1535
MCF Advisors
Kentucky
$547K +$160K +912 +35%
NL
1536
NWAM LLC
Washington
$547K +$32.7K +186 +6%
WAM
1537
Watershed Asset Management
California
$546K +$613K +3,488 New
DA
1538
Doliver Advisors
Texas
$546K -$186K -1,060 -23%
SPWG
1539
Sage Private Wealth Group
Illinois
$546K +$31.7K +180 +5%
AWM
1540
Aviso Wealth Management
Washington
$546K +$61.5K +350 +11%
MAWA
1541
Moss Adams Wealth Advisors
Washington
$543K +$17.9K +102 +3%
BCG
1542
Breakwater Capital Group
New Jersey
$542K +$352 +2 +0.1%
NWAG
1543
Net Worth Advisory Group
Utah
$541K -$17.6K -100 -3%
ADL
1544
Asset Dedication LLC
California
$541K -$489K -2,782 -45%
PF
1545
Prota Financial
Texas
$541K +$44.5K +253 +8%
OCM
1546
Orion Capital Management
California
$540K -$41.9K -238 -6%
DO
1547
denkapparat Operations
Germany
$540K +$338K +1,922 +126%
MGI
1548
Miller Global Investments
Texas
$538K +$378K +2,151 +167%
BIA
1549
Benchmark Investment Advisors
Illinois
$537K -$63.7K -362 -10%
SIG
1550
Sky Investment Group
Connecticut
$536K -$79.3K -451 -12%