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Name Holding Trade Value Shares
Change
Change in
Stake
APA
1151
Astoria Portfolio Advisors
New York
$442K -$29.3K -77 -6%
B
1152
Bridgeworth
Alabama
$439K -$15.2K -40 -3%
AF
1153
Alerus Financial
North Dakota
$439K -$15.2K -40 -3%
SIS
1154
Sound Income Strategies
Florida
$435K +$445K +1,168 New
AFT
1155
Alpha Family Trust
California
$432K
TCMP
1156
Thrive Capital Management (Pennsylvania)
Pennsylvania
$427K
CG
1157
CFO4Life Group
Texas
$426K -$9.13K -24 -2%
WI
1158
WrapManager Inc
California
$426K +$48.7K +128 +13%
CPG
1159
Cornerstone Planning Group
New Jersey
$425K -$4.19K -11 -1%
CFMC
1160
Curbstone Financial Management Corp
New Hampshire
$422K
PWP
1161
Principle Wealth Partners
Connecticut
$422K
RWM
1162
Revisor Wealth Management
Ohio
$421K +$67K +176 +18%
AIM
1163
Aigen Investment Management
New York
$420K +$430K +1,129 New
MCCP
1164
Mission Creek Capital Partners
California
$418K
CSIC
1165
Clifford Swan Investment Counsel
California
$416K +$6.85K +18 +2%
HT
1166
Heritage Trust
Oklahoma
$414K -$14.5K -38 -3%
FFA
1167
Farther Finance Advisors
California
$414K +$72.3K +190 +21%
WSC
1168
Wellington Shields & Co
New York
$412K +$29.3K +77 +7%
LSV Asset Management
1169
LSV Asset Management
Illinois
$410K +$419K +1,100 New
DBT
1170
Dubuque Bank & Trust
Iowa
$408K +$71.9K +189 +21%
BFW
1171
Brady Family Wealth
Missouri
$407K -$6.85K -18 -2%
AIIMS
1172
Analyst IMS Investment Management Services
Israel
$407K +$5.33K +14 +1%
LT
1173
Legacy Trust
Michigan
$407K -$761 -2 -0.2%
MPWT
1174
MassMutual Private Wealth & Trust
Connecticut
$407K +$59K +155 +17%
WDA
1175
Wendell David Associates
New Hampshire
$406K +$177K +465 +74%