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Name Holding Trade Value Shares
Change
Change in
Stake
PP
976
PDS Planning
Ohio
$392K -$17.8K -92 -5%
CG
977
Cynosure Group
Utah
$392K -$45.9K -238 -11%
IIC
978
Ironwood Investment Counsel
Arizona
$390K – – –
SF
979
Summit Financial
New Jersey
$386K +$58.1K +301 +19%
Fayez Sarofim & Co
980
Fayez Sarofim & Co
Texas
$385K – – –
IBOK
981
Independence Bank of Kentucky
Kentucky
$385K +$355K +1,840 +6,571%
AIM
982
Arcadia Investment Management
Michigan
$383K – – –
PHS
983
Pekin Hardy Strauss
Illinois
$383K – – –
UAG
984
United Advisor Group
Ohio
$382K +$772 +4 +0.2%
DWM
985
Drive Wealth Management
Utah
$377K +$7.72K +40 +2%
WDA
986
Wendell David Associates
New Hampshire
$377K +$27K +140 +8%
NWAG
987
Net Worth Advisory Group
Utah
$377K +$353K +1,829 New
TFF
988
The Family Firm
Maryland
$375K +$5.21K +27 +2%
QWP
989
Quotient Wealth Partners
Texas
$375K -$108K -560 -24%
WI
990
WrapManager Inc
California
$374K -$40.9K -212 -10%
BTWM
991
Brass Tax Wealth Management
Ohio
$374K – – –
FFA
992
Founders Financial Alliance
North Carolina
$373K – – –
IWM
993
Iams Wealth Management
Nebraska
$372K +$97.1K +503 +39%
GAM
994
Garrison Asset Management
Arkansas
$371K -$3.67K -19 -1%
MPM
995
MBB Public Markets
Illinois
$371K -$4.67M -24,208 -93%
BOH
996
Bank of Hawaii
Hawaii
$371K – – –
KAS
997
KPP Advisory Services
Kentucky
$369K +$10.6K +55 +3%
VVP
998
Venture Visionary Partners
Ohio
$367K +$1.54K +8 +0.5%
PNAA
999
Pictet North America Advisors
Switzerland
$366K – – –
SCTC
1000
Sanibel Captiva Trust Company
Florida
$366K – – –