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Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
701
Old North State Wealth Management
North Carolina
$665K +$138K +840 +28%
LA
702
Lifeworks Advisors
Michigan
$661K +$172K +1,051 +37%
VFIC
703
Valley Forge Investment Consultants
Pennsylvania
$658K
AWE
704
Avidian Wealth Enterprises
Texas
$657K -$17K -104 -3%
TIM
705
Tevis Investment Management
Texas
$653K
FCAS
706
First Command Advisory Services
Texas
$653K +$6.55K +40 +1%
NAMP
707
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$650K
BBA
708
BLB&B Advisors
Pennsylvania
$645K -$24.6K -150 -4%
SPA
709
Sherbrooke Park Advisers
New York
$645K +$78.1K +477 +14%
BFG
710
Beacon Financial Group
Texas
$641K +$259K +1,582 +73%
PA
711
Parallel Advisors
California
$640K -$10.5K -64 -2%
FIM
712
Freedom Investment Management
Connecticut
$637K -$153K -937 -20%
ST
713
Somerset Trust
Pennsylvania
$636K +$100K +611 +20%
BP
714
Ballentine Partners
Massachusetts
$633K +$174K +1,065 +40%
SGI
715
Summit Global Investments
Utah
$630K -$103K -631 -15%
HIC
716
Harvey Investment Company
Kentucky
$628K
SIM
717
Stratos Investment Management
Ohio
$628K +$601K +3,669 New
TSMHT
718
Thurston Springer Miller Herd & Titak
Indiana
$625K +$153K +935 +34%
DI
719
Diligent Investors
California
$623K -$327 -2 -0.1%
FFA
720
Florida Financial Advisors
Florida
$622K -$81K -495 -12%
SWP
721
Significant Wealth Partners
Illinois
$617K +$97.1K +593 +20%
Walleye Capital
722
Walleye Capital
New York
$616K +$590K +3,604 New
MWA
723
Midland Wealth Advisors
Illinois
$616K
KA
724
Klingman & Associates
New York
$613K +$21.9K +134 +4%
SFI
725
SPC Financial Inc
Maryland
$602K +$69.1K +422 +14%