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Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
1251
Investment Research & Advisory Group
Georgia
$329K
C
1252
Certuity
Florida
$329K -$50.8K -182 -13%
4A
1253
4Wealth Advisors
Illinois
$328K +$326K +1,167 New
IP
1254
Intellectus Partners
California
$328K
HA
1255
Herold Advisors
New York
$326K
WI
1256
Wedgewood Investors
Pennsylvania
$326K +$1.4K +5 +0.4%
OWP
1257
Obermeyer Wealth Partners
Colorado
$325K
HI
1258
Hendershot Investments
Virginia
$325K +$3.07K +11 +1%
PA
1259
PFG Advisors
Arizona
$325K -$32.4K -116 -9%
PSP
1260
Pacific Sage Partners
Washington
$325K
MWP
1261
Meriwether Wealth & Planning
Louisiana
$325K +$323K +1,156 New
TPA
1262
Trivium Point Advisory
Connecticut
$325K +$51.4K +184 +19%
PF
1263
Penney Financial
Texas
$324K
VCA
1264
Verdence Capital Advisors
Maryland
$324K -$11.4K -41 -3%
GLA
1265
Great Lakes Advisors
Illinois
$324K
OWM
1266
Orca Wealth Management
Florida
$324K +$321K +1,151 New
MWM
1267
Manske Wealth Management
Texas
$322K +$320K +1,146 New
GAG
1268
GM Advisory Group
New York
$320K +$58.6K +210 +23%
KFA
1269
Kapstone Financial Advisors
Ohio
$319K
CFS
1270
CRA Financial Services
New Jersey
$319K -$22.9K -82 -7%
HTC
1271
Haverford Trust Company
Pennsylvania
$317K -$199K -714 -39%
BWM
1272
BigSur Wealth Management
Florida
$317K
ICM
1273
IMS Capital Management
Oregon
$317K +$558 +2 +0.2%
IC
1274
Iconiq Capital
California
$316K +$314K +1,124 New
Capstone Investment Advisors
1275
Capstone Investment Advisors
New York
$316K -$534K -1,913 -63%