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Name Holding Trade Value Shares
Change
Change in
Stake
NRC
2101
New Republic Capital
North Carolina
$556K -$53.7K -1,104 -10%
LWM
2102
Laidlaw Wealth Management
New York
$555K -$49.6K -1,020 -9%
WF
2103
WoodTrust Financial
Wisconsin
$555K
BFA
2104
Beaumont Financial Advisors
Massachusetts
$554K -$1.85K -38 -0.4%
LA
2105
Lakeside Advisors
Washington
$553K +$340 +7 +0.1%
OTPPB
2106
Ontario Teachers' Pension Plan Board
Ontario, Canada
$550K -$2.21M -45,398 -81%
BCMO
2107
Buckingham Capital Management (Ohio)
Ohio
$550K -$149K -3,059 -23%
IIA
2108
Integral Investment Advisors
California
$549K +$47.6K +978 +10%
RA
2109
Rise Advisors
New York
$549K +$16.7K +344 +3%
SWM
2110
Silverlake Wealth Management
Vermont
$549K -$15.6K -321 -3%
VC
2111
Vicus Capital
Pennsylvania
$548K -$38.3K -788 -7%
GFG
2112
Goldstone Financial Group
Illinois
$547K +$76.8K +1,579 +18%
VCP
2113
Verus Capital Partners
Arizona
$547K +$21.1K +433 +4%
FCFC
2114
First Citizens Financial Corp
Iowa
$545K -$11.1K -228 -2%
NQWM
2115
Northwest Quadrant Wealth Management
Oregon
$545K -$6.66K -137 -1%
RWMG
2116
Redwood Wealth Management Group
New Jersey
$543K -$7.15K -147 -1%
TFF
2117
The Family Firm
Maryland
$543K +$924 +19 +0.2%
SAW
2118
Signal Advisors Wealth
Michigan
$543K +$496K +10,195 New
ZB
2119
Zions Bancorporation
Utah
$542K +$2.67K +55 +0.5%
SIA
2120
SkyView Investment Advisors
New Jersey
$542K +$21.4K +440 +5%
RT
2121
Rockland Trust
Massachusetts
$541K -$387K -7,951 -44%
GWA
2122
GGM Wealth Advisors
Maryland
$539K -$5.64K -116 -1%
PWMG
2123
Prestige Wealth Management Group
New Jersey
$539K -$5.54K -114 -1%
LAM
2124
LifePro Asset Management
California
$539K +$492K +10,119 New
CA
2125
Continuum Advisory
Idaho
$538K -$81.2K -1,670 -15%