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Name Holding Trade Value Shares
Change
Change in
Stake
AGP
1176
Autumn Glory Partners
Texas
$359K +$527 +2 +0.2%
FFA
1177
First Foundation Advisors
California
$358K +$5.79K +22 +2%
XF
1178
XML Financial
Maryland
$358K -$7.9K -30 -2%
AWC
1179
Adamsbrown Wealth Consultants
Kansas
$358K +$263 +1 +0.1%
JFA
1180
JNBA Financial Advisors
Minnesota
$357K
LRIC
1181
Long Road Investment Counsel
Michigan
$357K
EAM
1182
Empirical Asset Management
Massachusetts
$356K +$10.5K +40 +3%
SA
1183
SL Advisors
New Jersey
$354K
CFP
1184
Catalyst Financial Partners
Massachusetts
$353K -$16.1K -61 -5%
TCWA
1185
Turtle Creek Wealth Advisors
Texas
$351K -$157K -596 -32%
GS
1186
GTS Securities
Florida
$351K +$83.5K +317 +34%
BB
1187
Bell Bank
North Dakota
$351K +$6.06K +23 +2%
PWG
1188
Portside Wealth Group
Utah
$350K +$1.05K +4 +0.3%
CT
1189
Clearstead Trust
Maine
$350K -$35.8K -136 -10%
TNB
1190
Thomasville National Bank
Georgia
$349K +$330K +1,253 New
HIS
1191
Harvest Investment Services
Illinois
$349K -$527 -2 -0.2%
PWMG
1192
Pinnacle Wealth Management Group
Michigan
$349K
SWM
1193
SHP Wealth Management
Massachusetts
$349K
VCM
1194
Vision Capital Management
Oregon
$348K
FP
1195
Financial Perspectives
Minnesota
$345K +$527 +2 +0.2%
IP
1196
Indivisible Partners
Florida
$345K +$32.4K +123 +11%
BWM
1197
Baron Wealth Management
Michigan
$344K -$137K -519 -30%
CWM
1198
Calamos Wealth Management
Illinois
$344K -$11.1K -42 -3%
SPC
1199
Spirepoint Private Client
Florida
$343K -$11.3K -43 -3%
MIP
1200
Marietta Investment Partners
Wisconsin
$343K -$9.22K -35 -3%