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Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1476
Ausdal Financial Partners
Iowa
$661K -$12.7K -35 -2%
WT
1477
Washington Trust
Rhode Island
$661K +$65.5K +180 +11%
NAM
1478
NorthCrest Asset Manangement
Minnesota
$659K +$68.7K +189 +12%
PL
1479
Plancorp LLC
Missouri
$659K +$23.3K +64 +4%
RF
1480
Rossby Financial
Florida
$659K +$71.3K +196 +13%
CAM
1481
Columbia Asset Management
Michigan
$657K
PTP
1482
Platform Technology Partners
New York
$656K
CFO
1483
CVA Family Office
Colorado
$655K +$3.27K +9 +0.5%
TSW
1484
Three Seasons Wealth
Utah
$653K +$62.2K +171 +11%
AFWM
1485
AMJ Financial Wealth Management
Virginia
$652K -$66.6K -183 -10%
CGL
1486
Clarius Group LLC
Washington
$652K -$434K -1,192 -41%
QWP
1487
Quotient Wealth Partners
Texas
$652K +$23.3K +64 +4%
IA
1488
Insight Advisors
Pennsylvania
$651K +$13.8K +38 +2%
WPP
1489
Whalerock Point Partners
Rhode Island
$650K +$96.4K +265 +18%
PAS
1490
PKS Advisory Services
New York
$648K +$77.1K +212 +14%
PWP
1491
Phillips Wealth Planners
Mississippi
$647K -$144K -395 -19%
TA
1492
TrueWealth Advisors
Alabama
$646K +$33.1K +91 +6%
FPW
1493
Fairvoy Private Wealth
Alabama
$644K +$4K +11 +0.6%
SC
1494
Sepio Capital
Utah
$640K +$35.3K +97 +6%
NSAM
1495
North Star Asset Management
Wisconsin
$635K
MCM
1496
Marathon Capital Management
Maryland
$634K +$2.91K +8 +0.5%
WCG
1497
Weaver Consulting Group
California
$632K -$15.3K -42 -2%
RCM
1498
RB Capital Management
Nevada
$632K +$53.1K +146 +9%
MAWA
1499
Moss Adams Wealth Advisors
Washington
$629K -$7.27K -20 -1%
FDW
1500
Fourth Dimension Wealth
Ohio
$629K