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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
2126
CWS Financial Advisors
Michigan
$533K +$5.7K +120 +1%
CBT
2127
CoreFirst Bank & Trust
Kansas
$533K -$18.5K -390 -3%
TCWM
2128
Total Clarity Wealth Management
Illinois
$532K -$144K -3,038 -21%
OWA
2129
One Wealth Advisors
California
$532K +$119K +2,500 +27%
FBB
2130
Fulton Breakefield Broenniman
Maryland
$532K -$12.9K -271 -2%
WDG
2131
Wealth Dimensions Group
Ohio
$532K -$32K -673 -6%
BAM
2132
Blueshift Asset Management
New Jersey
$529K +$76.7K +1,616 +17%
GCM
2133
Gallacher Capital Management
Colorado
$528K +$528K +11,123 New
AC
2134
Allstate Corporation
Illinois
$528K -$60.9K -1,283 -10%
ATWA
2135
Arbor Trust Wealth Advisors
Michigan
$527K -$38.8K -818 -7%
CFM
2136
Catalyst Funds Management
Australia
$527K +$527K +11,100 New
CBA
2137
Coastal Bridge Advisors
Connecticut
$527K +$18.4K +387 +4%
VC
2138
Vicus Capital
Pennsylvania
$526K +$8.64K +182 +2%
VCM
2139
Vivaldi Capital Management
Illinois
$526K -$184K -3,876 -26%
HSWM
2140
Hubbell Strickland Wealth Management
Louisiana
$525K +$1.85K +39 +0.4%
PFA
2141
Pure Financial Advisors
California
$525K +$2.04K +43 +0.4%
WF
2142
Wayfinding Financial
Washington
$524K -$43.9K -924 -8%
AMG
2143
Asset Management Group
Connecticut
$524K +$4.27K +90 +0.8%
PWM
2144
Prentice Wealth Management
New York
$524K +$3.09K +65 +0.6%
DWAM
2145
Duncan Williams Asset Management
Tennessee
$524K -$133K -2,794 -20%
JWBC
2146
J.W. Burns & Co
New York
$524K
ACGA
2147
Atlanta Consulting Group Advisors
Georgia
$521K +$2.23K +47 +0.4%
CA
2148
Continuum Advisory
Idaho
$521K -$4.27K -90 -0.8%
FFG
2149
Fiduciary Financial Group
California
$520K +$520K +10,957 New
MMA
2150
Miracle Mile Advisors
California
$519K -$485K -10,218 -48%