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Name Holding Trade Value Shares
Change
Change in
Stake
DA
2526
Detalus Advisors
Missouri
$437K
MWA
2527
Motive Wealth Advisors
Michigan
$436K +$15.5K +60 +4%
BSSFA
2528
Baron Silver Stevens Financial Advisors
Florida
$436K +$88.1K +342 +30%
KBFS
2529
Kohmann Bosshard Financial Services
Ohio
$434K -$23.2K -90 -6%
AIM
2530
Advyzon Investment Management
Illinois
$434K +$12.4K +48 +3%
WWC
2531
Waypoint Wealth Counsel
Georgia
$432K +$33K +128 +10%
BMO
2532
Beck Mack & Oliver
New York
$430K +$258 +1 +0.1%
Cohen & Steers
2533
Cohen & Steers
New York
$430K -$12.6K -49 -3%
WA
2534
Wealthstream Advisors
New York
$428K -$369K -1,433 -50%
MFWP
2535
Mosaic Family Wealth Partners
Missouri
$428K -$155K -603 -29%
DC
2536
Diametric Capital
Massachusetts
$427K +$373K +1,447 New
CFG
2537
Carter Financial Group
Illinois
$426K +$373K +1,446 New
AWP
2538
Abacus Wealth Partners
California
$425K -$3.09K -12 -0.8%
PWA
2539
Primoris Wealth Advisors
Florida
$424K
SIM
2540
Seaview Investment Managers
Florida
$423K -$9.53K -37 -3%
AFM
2541
Abbot Financial Management
Massachusetts
$422K
PP
2542
Patron Partners
Texas
$421K +$39.7K +154 +12%
PG
2543
Prostatis Group
Maryland
$421K -$81.9K -318 -18%
SIC
2544
SJS Investment Consulting
Ohio
$420K -$3.87K -15 -1%
BW
2545
Blalock Williams
Alabama
$420K +$55.1K +214 +18%
RWM
2546
Rockline Wealth Management
New York
$419K
BTWM
2547
Brass Tax Wealth Management
Ohio
$419K +$258 +1 +0.1%
PMG
2548
Private Management Group
California
$419K +$366K +1,421 New
SA
2549
Sovran Advisors
California
$418K -$13.1K -51 -3%
CWA
2550
Canvas Wealth Advisors
Kansas
$417K +$81.2K +315 +25%