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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
476
Valeo Financial Advisors
Indiana
$532K +$28.1K +532 +6%
AF
477
Allworth Financial
California
$530K -$168K -3,186 -24%
CIAM
478
Caitong International Asset Management
Hong Kong
$530K +$534K +10,104 New
KWA
479
Kingswood Wealth Advisors
California
$525K -$42K -795 -7%
MHC
480
May Hill Capital
Massachusetts
$524K +$2.8K +53 +0.5%
BA
481
Ballew Advisors
Mississippi
$524K +$53 +1 +0%
FHA
482
Flagship Harbor Advisors
Massachusetts
$518K -$3.6K -68 -0.7%
TFA
483
Tranquilli Financial Advisor
New Jersey
$511K +$21.8K +412 +4%
OCA
484
OpenArc Corporate Advisory
Georgia
$510K +$9.26K +175 +2%
CWM
485
Cornerstone Wealth Management
Missouri
$508K -$3.17K -60 -0.6%
BWP
486
BSW Wealth Partners
Colorado
$508K -$40K -757 -7%
TPCW
487
TD Private Client Wealth
New York
$506K -$162K -3,065 -24%
CT
488
Chicago Trust
Illinois
$503K +$13.9K +263 +3%
SWP
489
Sagespring Wealth Partners
Tennessee
$496K -$29.8K -564 -6%
NSIM
490
North Star Investment Management
Illinois
$495K +$53 +1 +0%
CCC
491
Chelsea Counsel Company
California
$495K – – –
BMCM
492
Burns Matteson Capital Management
New York
$494K -$17.7K -335 -3%
IRP
493
Investment Research Partners
Pennsylvania
$492K +$63.3K +1,196 +15%
HA
494
Herold Advisors
New York
$484K +$45.6K +862 +10%
CIA
495
Cape Investment Advisory
Georgia
$484K -$16.1K -305 -3%
CCP
496
Cane Capital Partners
Louisiana
$478K +$70.3K +1,330 +17%
CIAS
497
Capital Investment Advisory Services
North Carolina
$467K +$241K +4,555 +105%
BJL
498
Brighton Jones LLC
Washington
$464K +$71.5K +1,351 +18%
DWP
499
Daymark Wealth Partners
Ohio
$460K -$14.2K -268 -3%
ABLA
500
Alan B. Lancz & Associates
Ohio
$459K – – –