Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1201
Mayflower Financial Advisors
Massachusetts
$382K -$42.4K -2,047 -11%
BP
1202
BWM Planning
Texas
$381K -$8.29K -400 -2%
FB
1203
Fulton Bank
Pennsylvania
$379K -$55.7K -2,689 -14%
IA
1204
IFG Advisory
Georgia
$379K -$590K -28,466 -63%
1IA
1205
1834 Investment Advisors
Wisconsin
$378K +$5.49K +265 +2%
BFA
1206
Beaumont Financial Advisors
Massachusetts
$378K -$74.3K -3,585 -18%
TCWA
1207
Turtle Creek Wealth Advisors
Texas
$378K -$6.26K -302 -2%
CCA
1208
Checchi Capital Advisers
California
$378K -$120K -5,772 -26%
SAM
1209
Seelaus Asset Management
New Jersey
$377K +$99.5K +4,800 +40%
RA
1210
Rational Advisors
New York
$377K -$16.9K -817 -5%
HPG
1211
Harvest Portfolios Group
Ontario, Canada
$376K -$99.5K -4,802 -22%
MCA
1212
Martin Capital Advisors
Texas
$376K -$27.8K -1,340 -7%
FMTC
1213
Farmers & Merchants Trust Company
California
$376K +$2.38K +115 +0.7%
SA
1214
Strategic Advocates
Utah
$375K -$33.3K -1,606 -9%
PCM
1215
Parsons Capital Management
Rhode Island
$374K -$56K -2,704 -14%
MC
1216
Machina Capital
France
$374K +$346K +16,679 New
AWA
1217
Aaron Wealth Advisors
Illinois
$373K -$89.4K -4,316 -21%
CT
1218
Caldwell Trust
Florida
$373K -$59.6K -2,877 -15%
CG
1219
CFO4Life Group
Texas
$372K +$22.2K +1,073 +7%
PCS
1220
Personal CFO Solutions
New Jersey
$371K +$34K +1,641 +11%
PA
1221
Procyon Advisors
Connecticut
$371K -$62.3K -3,009 -15%
CWP
1222
Cyndeo Wealth Partners
Florida
$371K -$14K -675 -4%
AIM
1223
Advyzon Investment Management
Illinois
$371K +$39.3K +1,899 +13%
BIM
1224
Bridges Investment Management
Nebraska
$369K +$1.82K +88 +0.5%
MNBTD
1225
Moody National Bank Trust Division
Texas
$369K +$6.8K +328 +2%