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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1526
Accredited Investors
Minnesota
$518K -$45.3K -361 -9%
GCM
1527
Graham Capital Management
Connecticut
$518K +$486K +3,877 New
ITIM
1528
Indiana Trust & Investment Management
Indiana
$516K -$49.9K -398 -9%
RFP
1529
Roth Financial Partners
Texas
$515K -$22.2K -177 -4%
BFC
1530
Bedel Financial Consulting
Indiana
$514K -$51.8K -413 -10%
AWS
1531
Arkfeld Wealth Strategies
Nebraska
$514K +$139K +1,106 +41%
TA
1532
Tectonic Advisors
Texas
$513K +$90.3K +720 +23%
W
1533
Wealthquest
Ohio
$512K -$118K -939 -20%
WP
1534
WMS Partners
Maryland
$512K -$88K -702 -16%
SF
1535
Summit Financial
New Jersey
$511K -$57.6K -459 -11%
SI
1536
Saxon Interests
Texas
$509K +$480K +3,828 New
PI
1537
Putnam Investments
Massachusetts
$506K -$4.31M -34,332 -90%
IA
1538
Insight Advisors
Pennsylvania
$506K -$61.1K -487 -11%
BCFD
1539
Boit C.F. David
$506K -$21.8K -174 -4%
MPIA
1540
Mountain Pacific Investment Advisers
Idaho
$506K -$21.8K -174 -4%
LI
1541
Lafayette Investments
Maryland
$505K -$3.19M -25,459 -87%
PWM
1542
Paulson Wealth Management
Illinois
$505K -$24.3K -194 -5%
FNBSF
1543
First National Bank Sioux Falls
South Dakota
$503K -$127K -1,011 -21%
PFGIA
1544
Patriot Financial Group Insurance Agency
Massachusetts
$501K -$483K -3,849 -51%
WDG
1545
Wealth Dimensions Group
Ohio
$501K -$17.7K -141 -4%
CAAM
1546
Cornerstone Advisors Asset Management
Pennsylvania
$498K +$468K +3,728 New
TLP
1547
Trinity Legacy Partners
Texas
$498K -$21.4K -171 -4%
HTHT
1548
Hemenway Trust Hemenway Trust
New Hampshire
$498K -$8.4K -67 -2%
1IA
1549
1834 Investment Advisors
Wisconsin
$496K -$254K -2,027 -35%
FCFS
1550
First Command Financial Services
Texas
$495K -$70.2K -560 -13%