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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1026
Catalyst Funds Management
Australia
$315K -$1.08M -23,899 -78%
LAM
1027
L2 Asset Management
Massachusetts
$315K +$16.5K +363 +6%
KHCM
1028
Kirtland Hills Capital Management
Ohio
$315K +$681 +15 +0.2%
Empower Advisory Group
1029
Empower Advisory Group
Colorado
$315K -$63K -1,387 -17%
FFS
1030
Founders Financial Securities
Maryland
$314K -$318K -7,013 -52%
SFSG
1031
Sound Financial Strategies Group
Mississippi
$314K +$6.9K +152 +2%
FNT
1032
First National Trust
Pennsylvania
$311K – – –
FGWP
1033
Founders Grove Wealth Partners
Virginia
$311K +$294K +6,467 New
APA
1034
Astoria Portfolio Advisors
New York
$310K +$3.5K +77 +1%
OCA
1035
OpenArc Corporate Advisory
Georgia
$308K -$65.6K -1,445 -18%
GW
1036
Griffith & Werner
Georgia
$308K – – –
XWL
1037
XXI Wealth LLC
Illinois
$308K -$12.1K -267 -4%
OWA
1038
Outlook Wealth Advisors
Texas
$308K – – –
CA
1039
Carson Advisory
Georgia
$307K -$53.4K -1,176 -16%
QWP
1040
Quotient Wealth Partners
Texas
$305K +$6.26K +138 +2%
Fayez Sarofim & Co
1041
Fayez Sarofim & Co
Texas
$305K +$16.2K +357 +6%
FWA
1042
FSM Wealth Advisors
Ohio
$305K +$6.22K +137 +2%
AA
1043
Apriem Advisors
California
$305K -$175K -3,850 -38%
VCM
1044
Virtue Capital Management
Tennessee
$304K +$287K +6,331 New
BWM
1045
Bullock Wealth Management
Indiana
$302K +$3.31K +73 +1%
BTW
1046
Boston Trust Walden
Massachusetts
$301K – – –
GAM
1047
Groupama Asset Management
France
$301K – – –
ACA
1048
Atlas Capital Advisors
Wyoming
$299K +$149K +3,285 +112%
RT
1049
Rockland Trust
Massachusetts
$298K – – –
WPP
1050
Whalerock Point Partners
Rhode Island
$297K – – –