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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1601
Todd Asset Management
Kentucky
$2.1M -$98K -640 -4%
SRA
1602
Secured Retirement Advisors
Minnesota
$2.1M +$180K +1,176 +9%
BMWS
1603
Brady Martz Wealth Solutions
North Dakota
$2.09M +$2.04M +13,351 New
IIA
1604
Integral Investment Advisors
California
$2.09M +$85.7K +560 +4%
PWA
1605
Providence Wealth Advisors
Illinois
$2.09M +$4.9K +32 +0.2%
NAS
1606
NWF Advisory Services
California
$2.09M +$1.38M +9,023 +167%
KF
1607
Krilogy Financial
Missouri
$2.08M -$152K -992 -6%
BFW
1608
Brady Family Wealth
Missouri
$2.08M +$30.5K +199 +1%
APWM
1609
Argonautica Private Wealth Management
Massachusetts
$2.08M -$12.2K -80 -0.6%
EA
1610
Enclave Advisors
Texas
$2.08M -$78.7K -514 -3%
SAM
1611
SignalPoint Asset Management
Missouri
$2.08M -$179K -1,172 -8%
CIG
1612
Cascade Investment Group
Colorado
$2.08M +$56.8K +371 +3%
LWL
1613
Leo Wealth LLC
Texas
$2.08M +$935K +6,106 +74%
OWA
1614
Outlook Wealth Advisors
Texas
$2.08M -$37.8K -247 -2%
AA
1615
Altrafin AG
$2.08M +$15.3K +100 +0.7%
HCM
1616
Huber Capital Management
California
$2.07M -$949K -6,200 -30%
ACMA
1617
Arbor Capital Management (Alaska)
Alaska
$2.07M -$137K -895 -6%
CCWA
1618
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.06M +$227K +1,480 +12%
ALAM
1619
Asahi Life Asset Management
Japan
$2.06M +$195K +1,273 +10%
OWM
1620
Orca Wealth Management
Florida
$2.06M +$2.18M +14,245 New
BWM
1621
BKM Wealth Management
Wisconsin
$2.06M +$13.6K +89 +0.6%
MCM
1622
Monarch Capital Management
Indiana
$2.06M -$21.4K -140 -1%
CCWM
1623
Cassaday & Co Wealth Management
Virginia
$2.06M -$16.1K -105 -0.7%
BOS
1624
Bank of Stockton
California
$2.06M -$99.3K -649 -4%
NAMP
1625
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.05M +$3.83K +25 +0.2%