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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
1451
Annis Gardner Whiting Capital Advisors
Florida
$506K +$126K +405 +28%
CC
1452
Courier Capital
New York
$505K +$25.5K +82 +5%
CGA
1453
Crescent Grove Advisors
Illinois
$504K +$130K +416 +29%
ST
1454
Spinnaker Trust
Maine
$504K
IC
1455
Iconiq Capital
California
$503K +$107K +345 +23%
VWA
1456
Visionary Wealth Advisors
Illinois
$503K -$12.5K -40 -2%
RIM
1457
RW Investment Management
Idaho
$500K -$15.6K -50 -3%
EFG
1458
Ethos Financial Group
Pennsylvania
$500K +$2.49K +8 +0.5%
SCG
1459
Sonata Capital Group
Washington
$499K
1WM
1460
1858 Wealth Management
Ohio
$494K +$2.8K +9 +0.5%
SFS
1461
Sowell Financial Services
Arkansas
$493K +$565K +1,813 New
IA
1462
IAM Advisory
Pennsylvania
$493K -$63.5K -204 -10%
RDWM
1463
Red Door Wealth Management
Tennessee
$489K +$53.6K +172 +11%
SFP
1464
Shepherd Financial Partners
Massachusetts
$485K +$14.3K +46 +3%
WMA
1465
Wealth Management Associates
New Jersey
$485K +$76.3K +245 +16%
FMLI
1466
Fukoku Mutual Life Insurance
Japan
$482K -$250K -803 -31%
CFG
1467
Carr Financial Group
Massachusetts
$481K
RWMG
1468
Redwood Wealth Management Group
New Jersey
$479K +$47.3K +152 +9%
DAS
1469
Diversify Advisory Services
Utah
$478K +$20.9K +67 +4%
GFG
1470
Goldstone Financial Group
Illinois
$477K +$109K +350 +25%
BSHC
1471
Breed's Hill Capital
Massachusetts
$477K -$38.9K -125 -7%
CAM
1472
Columbia Asset Management
Michigan
$477K
BFIC
1473
Bedell Frazier Investment Counselling
California
$475K -$277K -890 -34%
BWM
1474
Birchcreek Wealth Management
Ohio
$475K
FFN
1475
Focus Financial Network
Minnesota
$474K +$33K +106 +6%