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Name Holding Trade Value Shares
Change
Change in
Stake
CFWMA
1351
Center for Wealth Management Advisory
Ohio
$403K +$1.25K +14 +0.4%
MSFS
1352
Main Street Financial Solutions
Pennsylvania
$402K +$66.9K +750 +24%
LGF
1353
LGT Group Foundation
Liechtenstein
$402K -$52.2K -585 -13%
CCIA
1354
Campbell & Co Investment Adviser
Maryland
$402K -$2.48M -27,755 -88%
LIA
1355
Luken Investment Analytics
Tennessee
$401K – – –
SOS
1356
Silver Oak Securities
Tennessee
$400K +$30.3K +339 +10%
BAM
1357
Berkshire Asset Management
Pennsylvania
$400K +$37K +414 +12%
FCH
1358
Freestone Capital Holdings
Washington
$399K +$357 +4 +0.1%
CHJWM
1359
Carlton Hofferkamp & Jenks Wealth Management
Texas
$398K -$2.23K -25 -0.7%
KIM
1360
Kestra Investment Management
Texas
$398K -$124K -1,386 -26%
CWM
1361
Compass Wealth Management
Connecticut
$397K +$342K +3,834 New
VF
1362
Virtu Financial
New York
$396K +$79.5K +891 +30%
AA
1363
Ancora Advisors
Ohio
$396K -$165K -1,852 -33%
HB
1364
Horizon Bancorp
Indiana
$393K -$12.5K -140 -4%
LC
1365
Landaas & Company
Wisconsin
$392K – – –
MAWA
1366
Moss Adams Wealth Advisors
Washington
$392K +$48.4K +542 +17%
MA
1367
MW Advisory
Georgia
$392K +$338K +3,792 New
ACM
1368
Alamar Capital Management
California
$391K – – –
IIL
1369
Income Insurance Ltd
$389K – – –
TFA
1370
Transamerica Financial Advisors
Florida
$388K +$116K +1,295 +53%
IBOK
1371
Independence Bank of Kentucky
Kentucky
$388K -$4.64K -52 -1%
TWP
1372
Triad Wealth Partners
Kansas
$387K +$9.82K +110 +3%
IPWA
1373
International Private Wealth Advisors
California
$384K -$124K -1,394 -27%
FAN
1374
Financial Advisors Network
California
$384K +$29.7K +333 +10%
GEA
1375
Glen Eagle Advisors
New Jersey
$383K +$1.07K +12 +0.3%