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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
826
Measured Wealth Private Client Group
New Hampshire
$486K +$12.5K +198 +3%
SA
827
SRH Advisors
Kansas
$486K
CA
828
Calton & Associates
Florida
$481K +$450K +7,105 New
CAU
829
Caxton Associates (UK)
$481K +$450K +7,101 New
NP
830
NorthRock Partners
Minnesota
$478K -$16.7K -264 -4%
ECM
831
Evergreen Capital Management
Washington
$475K +$40.9K +645 +10%
OWA
832
One Wealth Advisors
California
$475K -$2.85K -45 -0.6%
PWS
833
Proactive Wealth Strategies
Georgia
$474K +$21.6K +341 +5%
BFC
834
Bedel Financial Consulting
Indiana
$473K -$190 -3 -0%
KTC
835
Kentucky Trust Company
Kentucky
$473K -$6.34K -100 -1%
CFO
836
Callan Family Office
Pennsylvania
$472K -$2.52M -39,778 -85%
IAIM
837
International Assets Investment Management
Florida
$464K -$211K -3,329 -33%
JG
838
Jain Global
New York
$461K +$431K +6,805 New
CI
839
Cigna Investments
Connecticut
$458K -$5.32K -84 -1%
FWP
840
FAS Wealth Partners
Kansas
$456K +$2.22K +35 +0.5%
KA
841
Kovack Advisors
Florida
$455K +$1.33K +21 +0.3%
PS
842
Principal Securities
Iowa
$453K
ALAM
843
Asahi Life Asset Management
Japan
$451K -$5.07K -80 -1%
CWM
844
Compass Wealth Management
Connecticut
$450K
BA
845
Bridgewater Advisors
New York
$448K +$398K +6,281 New
FFS
846
Flavin Financial Services
Florida
$447K +$45.8K +723 +12%
RL
847
Retireful LLC
Michigan
$447K -$309K -4,877 -42%
HI
848
Harbour Investments
Wisconsin
$439K +$13.6K +215 +3%
AIP
849
Ameritas Investment Partners
Nebraska
$439K
WIA
850
World Investment Advisors
California
$436K -$1.27M -20,092 -76%