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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1326
WrapManager Inc
California
$573K +$357K +560 +155%
LCWP
1327
Legacy Capital Wealth Partners
Arkansas
$568K -$98.3K -154 -14%
IFG
1328
Independent Financial Group
California
$568K -$8.3K -13 -1%
FNBOH
1329
First National Bank of Hutchinson
Kansas
$564K -$79.2K -124 -12%
AFT
1330
Alpha Family Trust
California
$562K
GGI
1331
Godsey & Gibb Inc
Virginia
$562K
BDFN
1332
Bond & Devick Financial Network
Minnesota
$561K
SACTSONJ
1333
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$559K
FFG
1334
Fiduciary Financial Group
California
$553K
JWA
1335
JFS Wealth Advisors
Pennsylvania
$552K +$1.28K +2 +0.2%
UIA
1336
Ulland Investment Advisors
Minnesota
$551K
PDL
1337
Portfolio Design Labs
California
$551K -$3M -4,707 -84%
EA
1338
Everpar Advisors
Oklahoma
$549K +$12.1K +19 +2%
PW
1339
Paladin Wealth
Minnesota
$545K +$560K +877 New
IF
1340
Intrua Financial
Texas
$544K +$61.3K +96 +12%
PWP
1341
Precedent Wealth Partners
Texas
$542K +$230K +360 +70%
MAG
1342
M3 Advisory Group
Massachusetts
$541K +$74.7K +117 +15%
TFF
1343
The Family Firm
Maryland
$541K +$60.6K +95 +12%
BOC
1344
Bull Oak Capital
California
$541K -$85.5K -134 -13%
DFCM
1345
Dark Forest Capital Management
Puerto Rico
$541K +$556K +871 New
PL
1346
Plancorp LLC
Missouri
$540K -$7.02K -11 -1%
PFA
1347
Pathway Financial Advisors
Vermont
$540K
TL
1348
Tradewinds LLC
North Carolina
$537K -$1.92K -3 -0.3%
KWM
1349
KFG Wealth Management
Indiana
$531K +$9.57K +15 +2%
EWA
1350
Exencial Wealth Advisors
Oklahoma
$530K -$109K -171 -17%