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Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
1176
Bond & Devick Financial Network
Minnesota
$355K – – –
KWA
1177
Kingswood Wealth Advisors
California
$354K +$27.7K +98 +8%
NL
1178
NWAM LLC
Washington
$354K +$104K +370 +39%
RIA
1179
Richwood Investment Advisors
Ohio
$353K – – –
CFP
1180
Catalyst Financial Partners
Massachusetts
$353K +$43.5K +154 +13%
CPA
1181
Capital Planning Advisors
California
$351K -$36.1K -128 -9%
XF
1182
XML Financial
Maryland
$350K -$27.9K -99 -7%
OPA
1183
Old Port Advisors
Maine
$349K +$68.6K +243 +23%
OL
1184
Optas LLC
Texas
$345K +$69.1K +245 +23%
PWA
1185
Pitcairn Wealth Advisors
Pennsylvania
$343K – – –
AGP
1186
Autumn Glory Partners
Texas
$342K +$363K +1,286 New
AWC
1187
Adamsbrown Wealth Consultants
Kansas
$342K +$21.2K +75 +6%
CIM
1188
Cambria Investment Management
California
$341K -$8.18K -29 -2%
JFA
1189
JNBA Financial Advisors
Minnesota
$341K -$9.03K -32 -2%
LRIC
1190
Long Road Investment Counsel
Michigan
$341K – – –
EWM
1191
Evermay Wealth Management
Virginia
$340K – – –
SPC
1192
Spirepoint Private Client
Florida
$339K +$2.26K +8 +0.6%
CWM
1193
Calamos Wealth Management
Illinois
$339K -$86.6K -307 -19%
Calamos Advisors
1194
Calamos Advisors
Illinois
$339K +$360K +1,275 New
AF
1195
Aldebaran Financial
$338K -$7.9K -28 -2%
SA
1196
SL Advisors
New Jersey
$338K -$6.21K -22 -2%
GIA
1197
Gateway Investment Advisers
Ohio
$337K +$68.6K +243 +24%
MIP
1198
Marietta Investment Partners
Wisconsin
$337K +$20.9K +74 +6%
FFA
1199
First Foundation Advisors
California
$336K -$5.08K -18 -1%
CSPIA
1200
Cary Street Partners Investment Advisory
Virginia
$334K +$223K +789 +169%