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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1301
Dividend Assets Capital
South Carolina
$590K – – –
BA
1302
Bridgewater Advisors
New York
$589K -$4.71K -11 -0.8%
IIM
1303
InTrack Investment Management
Vermont
$586K +$12.9K +30 +2%
Level Four Advisory Services
1304
Level Four Advisory Services
Texas
$585K -$12.9K -30 -2%
NP
1305
Nilsine Partners
Colorado
$584K -$4.71K -11 -0.8%
NAM
1306
NTV Asset Management
West Virginia
$583K -$51.4K -120 -8%
BWA
1307
Basecamp Wealth Advisors
Washington
$582K +$584K +1,364 New
Capital Investment Advisors
1308
Capital Investment Advisors
Georgia
$581K +$3.85K +9 +0.7%
MF
1309
Manchester Financial
California
$578K -$19.7K -46 -3%
MCC
1310
Malaga Cove Capital
California
$577K +$580K +1,353 New
TWP
1311
Tyche Wealth Partners
Texas
$576K -$6.43K -15 -1%
FAM
1312
Formidable Asset Management
Ohio
$573K -$1.71K -4 -0.3%
PB
1313
Pinnacle Bancorp
Nebraska
$571K – – –
FA
1314
Fedenia Advisers
Wisconsin
$564K -$152K -354 -21%
CI
1315
Corient IA
Florida
$563K -$505K -1,180 -47%
Kingswood Wealth Advisors
1316
Kingswood Wealth Advisors
California
$557K +$189K +441 +51%
CPG
1317
Cornerstone Planning Group
New Jersey
$557K -$12.4K -29 -2%
Waldron Private Wealth
1318
Waldron Private Wealth
Pennsylvania
$556K -$111K -258 -17%
OL
1319
one8zero8 LLC
North Carolina
$554K – – –
CH
1320
Cromwell Holdings
Wyoming
$553K – – –
FHA
1321
Flagship Harbor Advisors
Massachusetts
$551K -$14.6K -34 -3%
Kestra Investment Management
1322
Kestra Investment Management
Texas
$550K -$1.28K -3 -0.2%
Jensen Investment Management
1323
Jensen Investment Management
Oregon
$550K -$38.6K -90 -7%
EPIME
1324
Evelyn Partners Investment Management (Europe)
$547K -$84.4K -197 -13%
GXJ
1325
Global X Japan
Japan
$547K -$7.71K -18 -1%