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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
551
HM Payson & Co
Maine
$2.71K – – –
BTD
552
BankPlus Trust Department
Mississippi
$2.65K +$3.13K +80 New
WPA
553
Wealth Preservation Advisors
Tennessee
$2.61K +$3.1K +79 New
GFPC
554
Global Financial Private Client
Florida
$2.28K +$1.88K +48 +229%
Kayne Anderson Rudnick Investment Management
555
Kayne Anderson Rudnick Investment Management
California
$2.15K – – –
HI
556
Horizon Investments
North Carolina
$2.12K +$2.51K +64 New
HFS
557
Hantz Financial Services
Michigan
$2K +$1.92K +49 New
TWD
558
True Wealth Design
Ohio
$1.85K +$392 +10 +22%
BWL
559
Bogart Wealth LLC
Virginia
$1.65K -$1.76K -45 -47%
PWA
560
Principia Wealth Advisory
Texas
$1.48K +$1.41K +36 +327%
PAM
561
Parvin Asset Management
South Dakota
$1.46K +$1.72K +44 New
HWP
562
Highline Wealth Partners
California
$1.26K +$1.49K +38 New
LFG
563
Larson Financial Group
Missouri
$1.22K +$1.45K +37 New
VWA
564
Valued Wealth Advisors
Utah
$1.19K – – –
CTC
565
Central Trust Company
Missouri
$1.16K – – –
WA
566
Whipplewood Advisors
Colorado
$1.16K +$5.6K +143 +409%
FGAM
567
Financial Gravity Asset Management
Texas
$1.02K +$1.22K +31 New
SAM
568
Smartleaf Asset Management
Massachusetts
$796 +$431 +11 +85%
DMBA
569
Deseret Mutual Benefit Administrators
Utah
$794 – – –
FMP
570
Financial Management Professionals
Texas
$794 +$940 +24 New
LWMI
571
Legacy Wealth Management (Idaho)
Idaho
$662 – – –
PWM
572
Parkworth Wealth Management
California
$595 – – –
CFO
573
CVA Family Office
Colorado
$562 – – –
HHGA
574
Halbert Hargrove Global Advisors
California
$497 +$588 +15 New
BFS
575
Bare Financial Services
Pennsylvania
$463 +$549 +14 New