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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1301
Providence Wealth Advisors
Illinois
$688K +$10.9K +168 +2%
BDFN
1302
Bond & Devick Financial Network
Minnesota
$688K +$655K +10,076 New
FA
1303
FDx Advisors
Illinois
$687K -$18.3K -281 -3%
CCMD
1304
Cypress Capital Management (Delaware)
Delaware
$685K -$104K -1,600 -14%
Savant Capital
1305
Savant Capital
Illinois
$685K -$11.7K -180 -2%
Verdence Capital Advisors
1306
Verdence Capital Advisors
Maryland
$685K +$44.4K +683 +7%
Apollon Wealth Management
1307
Apollon Wealth Management
South Carolina
$684K +$652K +10,021 New
Schonfeld Strategic Advisors
1308
Schonfeld Strategic Advisors
New York
$683K -$5.67M -87,200 -90%
GA
1309
Greytown Advisors
Florida
$682K +$202K +3,110 +45%
DA
1310
Doliver Advisors
Texas
$678K +$138K +2,124 +27%
VeraBank
1311
VeraBank
Texas
$677K -$8.46K -130 -1%
IAIM
1312
International Assets Investment Management
Florida
$677K +$109K +1,670 +20%
Holderness Investments Company
1313
Holderness Investments Company
North Carolina
$676K +$45K +692 +8%
OWA
1314
Outlook Wealth Advisors
Texas
$673K +$7.16K +110 +1%
BTWM
1315
Baker Tilly Wealth Management
Wisconsin
$671K +$639K +9,830 New
ACM
1316
Alethea Capital Management
Washington
$669K +$638K +9,802 New
AWM
1317
Altavista Wealth Management
North Carolina
$667K -$7.02K -108 -1%
JGP Wealth Management
1318
JGP Wealth Management
Oregon
$667K +$64.8K +996 +12%
FCA
1319
FinTrust Capital Advisors
South Carolina
$665K +$58.5K +899 +10%
CPC
1320
Congress Park Capital
New York
$663K -$121K -1,853 -16%
Advisors Capital Management
1321
Advisors Capital Management
New Jersey
$660K +$339K +5,213 +117%
Smithbridge Asset Management
1322
Smithbridge Asset Management
Pennsylvania
$659K +$39K +600 +7%
BCP
1323
Berkeley Capital Partners
Georgia
$656K -$36.2K -557 -5%
GFPC
1324
Global Financial Private Client
Florida
$655K -$17.6K -271 -3%
WWM
1325
Windsor Wealth Management
Indiana
$654K +$60.2K +926 +11%