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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1076
First Foundation Advisors
California
$329K +$18.2K +407 +7%
BAM
1077
Brave Asset Management
New Jersey
$329K +$31.5K +702 +13%
Legacy Financial Group (Iowa)
1078
Legacy Financial Group (Iowa)
Iowa
$329K +$273K +6,104 New
CAI
1079
Capital Advisors Inc
Oklahoma
$328K -$30.7K -685 -10%
XF
1080
XML Financial
Maryland
$328K +$91.4K +2,041 +50%
AUB
1081
Atlantic Union Bankshares
Virginia
$327K -$35.4K -789 -11%
SFS
1082
Strategic Financial Services
New York
$327K -$11.7K -261 -4%
IDA
1083
Intelligence Driven Advisers
California
$327K
RPA
1084
Rock Point Advisors
Vermont
$326K -$3.09K -69 -1%
SC
1085
Savant Capital
Illinois
$326K +$14K +312 +5%
SAMT
1086
Select Asset Management & Trust
Pennsylvania
$326K +$271K +6,055 New
AWAP
1087
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$325K +$271K +6,041 New
KJWM
1088
Kiley Juergens Wealth Management
Washington
$325K +$271K +6,051 New
PCC
1089
Park Circle Company
Maryland
$324K
REMPR
1090
Roof Eidam Maycock Peralta (REMP)
California
$324K +$45 +1 +0%
LFA
1091
Legacy Financial Advisors
Kentucky
$324K +$19.9K +444 +8%
PPP
1092
Private Portfolio Partners
New Jersey
$324K -$33K -737 -11%
CF
1093
Centaurus Financial
California
$323K -$21.7K -484 -7%
VWA
1094
VERITY Wealth Advisors
United States
$323K
AF
1095
Advisornet Financial
Minnesota
$323K +$72.2K +1,612 +37%
LA
1096
Legacy Advisors
Pennsylvania
$322K -$182K -4,057 -40%
LIM
1097
Leavell Investment Management
Alabama
$322K -$4.79K -107 -2%
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
$322K +$14.5K +324 +6%
WAAG
1099
Wealth Alliance Advisory Group
Kansas
$322K +$17.1K +382 +7%
PAS
1100
Park Avenue Securities
New York
$320K +$81.2K +1,813 +44%