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Name Holding Trade Value Shares
Change
Change in
Stake
FFP
1701
FourThought Financial Partners
Florida
$609K +$41.1K +102 +8%
PCH
1702
PGIM Custom Harvest
New Jersey
$609K +$37.1K +92 +7%
PL
1703
Parthenon LLC
Kentucky
$607K – – –
ALAM
1704
Asahi Life Asset Management
Japan
$606K +$573K +1,421 New
NPT
1705
National Philanthropic Trust
Pennsylvania
$604K -$6.05K -15 -1%
CAWM
1706
Capital Advisors Wealth Management
Washington
$599K +$31.1K +77 +6%
MWM
1707
Mindset Wealth Management
Indiana
$598K +$1.61K +4 +0.3%
APG
1708
Abacus Planning Group
South Carolina
$598K -$28.6K -71 -5%
OP
1709
Oslo Pensjonsforsikring
$597K – – –
TNAM
1710
Terra Nova Asset Management
New York
$597K – – –
LWM
1711
Lyell Wealth Management
California
$595K +$10.1K +25 +2%
ML
1712
McAdam LLC
Pennsylvania
$593K +$23.4K +58 +4%
VFG
1713
Victory Financial Group
Texas
$593K +$238K +590 +74%
CWM
1714
Circle Wealth Management
New Jersey
$592K – – –
CA
1715
Continuum Advisory
Idaho
$591K -$57.7K -143 -9%
IC
1716
IKE Capital
New York
$591K +$559K +1,387 New
TA
1717
Townsend & Associates
Colorado
$588K – – –
TC
1718
TownSquare Capital
Utah
$586K +$92.8K +230 +20%
EI
1719
Ellevest Inc
New York
$585K +$28.2K +70 +5%
SAM
1720
Sagewood Asset Management
New York
$584K +$149K +369 +37%
CAC
1721
Certified Advisory Corp
Florida
$584K +$25.8K +64 +5%
EFG
1722
Everhart Financial Group
Ohio
$583K -$24.2K -60 -4%
BSB
1723
Bangor Savings Bank
Maine
$582K -$24.2K -60 -4%
AWA
1724
Arbor Wealth Advisors
Michigan
$582K – – –
CAM
1725
Clark Asset Management
New Hampshire
$581K +$41.1K +102 +8%