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Name Holding Trade Value Shares
Change
Change in
Stake
KLC
776
Knowledge Leaders Capital
Colorado
$613K -$1.57M -11,238 -70%
IWA
777
IVC Wealth Advisors
Pennsylvania
$612K +$3.78K +27 +0.6%
ISWM
778
Independent Solutions Wealth Management
New York
$612K -$208K -1,490 -23%
LIM
779
Leavell Investment Management
Alabama
$610K
FWM
780
Frontier Wealth Management
Missouri
$606K -$1.4K -10 -0.2%
TNB
781
Thomasville National Bank
Georgia
$604K
PA
782
Parallel Advisors
California
$600K -$32.6K -233 -5%
OFS
783
Oldfather Financial Services
Nebraska
$598K -$560 -4 -0.1%
VF
784
Virtu Financial
New York
$595K -$1.94M -13,840 -75%
ZF
785
Zhang Financial
Michigan
$593K
SIG
786
Stonegate Investment Group
Alabama
$593K +$158K +1,130 +32%
CGA
787
Crescent Grove Advisors
Illinois
$592K +$280 +2 +0%
PPG
788
Peak Planning Group
Colorado
$588K +$653K +4,668 New
CW
789
CreativeOne Wealth
Kansas
$584K -$18.2K -130 -3%
FTC
790
Farmers Trust Company
Ohio
$580K
CCM
791
Compton Capital Management
Rhode Island
$571K -$1.62M -11,575 -72%
DWM
792
Dakota Wealth Management
Florida
$570K -$648K -4,634 -51%
PAMG
793
Patton Albertson Miller Group
Tennessee
$566K -$68.5K -490 -10%
RIA
794
Realta Investment Advisors
Delaware
$566K +$35.7K +255 +6%
SIM
795
Stratos Investment Management
Ohio
$565K -$31.6K -226 -5%
STAS
796
Strong Tower Advisory Services
Minnesota
$565K +$37.1K +265 +6%
IA
797
IFP Advisors
Florida
$558K
MCM
798
Maryland Capital Management
Maryland
$558K
EA
799
Eudaimonia Advisors
Tennessee
$557K +$9.93K +71 +2%
FNBT
800
FineMark National Bank & Trust
Florida
$555K +$14.1K +101 +2%