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Name Holding Trade Value Shares
Change
Change in
Stake
GAA
2501
Global Assets Advisory
Florida
$496K +$60K +760 +14%
OIC
2502
Orion Investment Company
Missouri
$495K +$1.03K +13 +0.2%
ANBT
2503
American National Bank & Trust
Texas
$493K +$158K +2,001 +49%
KCIC
2504
Kuhn & Co Investment Counsel
Illinois
$492K +$103K +1,301 +27%
CFSG
2505
Community Financial Services Group
Vermont
$491K +$81.1K +1,027 +20%
BWM
2506
BankPlus Wealth Management
Mississippi
$490K +$5.76K +73 +1%
FFG
2507
Frisch Financial Group
New York
$490K -$10.2K -129 -2%
SWM
2508
Sandro Wealth Management
New Jersey
$490K +$8.45K +107 +2%
RWA
2509
Rooted Wealth Advisors
Illinois
$489K +$45.8K +580 +11%
AWAU
2510
Alliance Wealth Advisors (Utah)
Utah
$489K +$6.87K +87 +1%
ACS
2511
Archford Capital Strategies
Illinois
$489K +$29.1K +368 +7%
WDG
2512
Wealth Dimensions Group
Ohio
$487K -$869 -11 -0.2%
SI
2513
Sava Infond
Slovenia
$486K -$43.4K -550 -8%
HFP
2514
Holistic Financial Partners
Indiana
$486K -$161K -2,036 -25%
CS
2515
Crescent Sterling
Louisiana
$485K +$16K +203 +4%
BWM
2516
Bullock Wealth Management
Indiana
$485K +$471K +5,970 New
JGUA
2517
John G. Ullman & Associates
New York
$484K +$58.5K +741 +14%
TIM
2518
Total Investment Management
Arizona
$484K -$20.7K -262 -5%
William Blair Investment Management
2519
William Blair Investment Management
Illinois
$484K -$961K -12,168 -67%
LA
2520
LexAurum Advisors
Kansas
$484K -$6.4K -81 -1%
HTIM
2521
Harbour Trust & Investment Management
Indiana
$483K -$7.9K -100 -2%
CC
2522
Centiva Capital
New York
$483K -$3.05M -38,628 -87%
MAM
2523
Marotta Asset Management
Virginia
$482K +$3.95K +50 +0.8%
GSWM
2524
Golden State Wealth Management
California
$482K +$35.2K +446 +8%
AFC
2525
AFT Forsyth & Company
Florida
$481K -$83.3K -1,055 -15%