Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1276
Founders Financial Alliance
North Carolina
$423K -$1.58K -4 -0.4%
LW
1277
Linscomb Wealth
Texas
$421K -$136K -345 -25%
GIA
1278
GHP Investment Advisors
Colorado
$421K -$7.49K -19 -2%
PL
1279
Plancorp LLC
Missouri
$420K +$54.4K +138 +16%
1WA
1280
180 Wealth Advisors
Washington
$420K +$25.6K +65 +7%
KFC
1281
Klingenstein Fields & Co
New York
$419K -$1.58K -4 -0.4%
MA
1282
Mutual Advisors
Nebraska
$418K +$97K +246 +32%
PTB
1283
Pioneer Trust Bank
Oregon
$417K – – –
NB
1284
Nicolet Bankshares
Wisconsin
$416K – – –
JWM
1285
Janiczek Wealth Management
Colorado
$413K +$7.49K +19 +2%
ZF
1286
Zega Financial
Florida
$412K +$396K +1,003 New
IAIM
1287
International Assets Investment Management
Florida
$412K -$92.3K -234 -19%
APWM
1288
Argonautica Private Wealth Management
Massachusetts
$412K -$394 -1 -0.1%
HCM
1289
Harvey Capital Management
Florida
$411K – – –
MFC
1290
Mechanics Financial Corp
Ohio
$411K – – –
OGC
1291
Oak Grove Capital
New Hampshire
$411K – – –
WB
1292
Webster Bank
Connecticut
$411K +$39.4K +100 +11%
DWG
1293
Darden Wealth Group
Michigan
$411K +$394K +1,000 New
KCPG
1294
Kavar Capital Partners Group
Kansas
$411K +$394K +1,000 New
EFG
1295
Ethos Financial Group
Pennsylvania
$410K +$393K +997 New
AL
1296
Aspiriant LLC
California
$410K -$11K -28 -3%
CCM
1297
Cullen Capital Management
New York
$410K – – –
AWM
1298
Avior Wealth Management
Nebraska
$405K -$31.5K -80 -7%
IFWM
1299
Institute for Wealth Management
Colorado
$405K -$20.1K -51 -5%
GC
1300
Grimes & Company
Massachusetts
$405K +$128K +324 +49%