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Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1526
Wealth Alliance Advisory Group
Kansas
$224K -$11.2K -495 -4%
CAS
1527
Coppell Advisory Solutions
Texas
$224K -$26.8K -1,190 -10%
LWM
1528
LJI Wealth Management
Indiana
$224K -$29.3K -1,300 -10%
FFA
1529
First Foundation Advisors
California
$224K -$40.4K -1,791 -14%
FFN
1530
Focus Financial Network
Minnesota
$224K -$79.7K -3,536 -24%
IBOK
1531
Independence Bank of Kentucky
Kentucky
$224K -$85.1K -3,774 -25%
SPA
1532
Sherbrooke Park Advisers
New York
$224K -$318K -14,113 -56%
AWA
1533
Acorn Wealth Advisors
Michigan
$223K -$4.08K -181 -2%
RMC
1534
Resources Management Corp
Connecticut
$223K -$127K -5,638 -34%
HTHT
1535
Hemenway Trust Hemenway Trust
New Hampshire
$223K -$23 -1 -0%
ESB
1536
Essex Savings Bank
Connecticut
$222K -$131K -5,814 -34%
PCM
1537
Polymer Capital Management
New York
$221K +$249K +11,033 New
BWP
1538
Balboa Wealth Partners
Arizona
$221K -$313K -13,883 -56%
RCYC
1539
Richard C. Young & Co
Rhode Island
$220K -$1.67K -74 -0.7%
CA
1540
Capital Advantage
California
$220K -$113K -5,002 -31%
FC
1541
FCA Corp
Texas
$220K
FSA
1542
Financial Security Advisor
Virginia
$220K -$7.71K -342 -3%
NP
1543
Nilsine Partners
Colorado
$220K +$15.4K +681 +7%
MC
1544
Matisse Capital
Oregon
$220K -$4.73K -210 -2%
GAMC
1545
Garner Asset Management Corp
Texas
$219K -$34.5K -1,530 -12%
GEA
1546
Glen Eagle Advisors
New Jersey
$219K -$30.7K -1,363 -11%
ACM
1547
Advisors Capital Management
New Jersey
$218K +$40.3K +1,786 +20%
WJA
1548
Willis Johnson & Associates
Texas
$218K -$139K -6,154 -36%
PAS
1549
PKS Advisory Services
New York
$218K +$245K +10,859 New
BFO
1550
Biltmore Family Office
North Carolina
$217K -$15.1K -670 -6%