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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1526
Gallagher Fiduciary Advisors
Illinois
$1.43M -$154K -2,158 -10%
HWA
1527
Heartwood Wealth Advisors
Virginia
$1.43M +$52.3K +734 +4%
BL
1528
Balentine LLC
Georgia
$1.43M -$3.6M -50,480 -71%
BCA
1529
Bay Colony Advisors
Massachusetts
$1.42M -$1.35K -19 -0.1%
FFA
1530
Founders Financial Alliance
North Carolina
$1.42M -$97.1K -1,363 -6%
DMBA
1531
Deseret Mutual Benefit Administrators
Utah
$1.42M
RFA
1532
ROI Financial Advisors
Oregon
$1.42M -$43.2K -607 -3%
AB
1533
Atlas Brown
Kentucky
$1.42M -$23.7K -333 -2%
MLA
1534
My Legacy Advisors
Oregon
$1.42M +$14K +197 +1%
SA
1535
Sovran Advisors
California
$1.41M +$42.5K +597 +3%
AIP
1536
Almanack Investment Partners
Pennsylvania
$1.41M +$338K +4,744 +31%
CPSAC
1537
Chas P. Smith & Associates (CPS)
Florida
$1.41M -$23.4K -328 -2%
WCM
1538
Winebrenner Capital Management
Kentucky
$1.41M +$19.7K +276 +1%
BMC
1539
Beaton Management Company
Massachusetts
$1.41M
DBRC
1540
D.B. Root & Company
Pennsylvania
$1.41M -$63.1K -886 -4%
GA
1541
Guerra Advisors
Florida
$1.4M +$217K +3,043 +18%
HNWAG
1542
High Net Worth Advisory Group
Florida
$1.4M -$206K -2,898 -13%
EA
1543
Emerald Advisors
Washington
$1.4M +$68.3K +959 +5%
FL
1544
FreeGulliver LLC
Louisiana
$1.4M -$2.85K -40 -0.2%
TF
1545
Trek Financial
Arizona
$1.39M +$994K +13,954 +242%
GIO
1546
Galilei Investment Office
United Kingdom
$1.39M
DTC
1547
Davidson Trust Company
Washington
$1.38M -$30.3K -425 -2%
UF
1548
Univest Financial
Pennsylvania
$1.38M +$445K +6,242 +47%
BCP
1549
Berkeley Capital Partners
Georgia
$1.38M -$67.8K -952 -5%
PA
1550
Promethium Advisors
Maryland
$1.38M -$6.41K -90 -0.5%