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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1326
Bridgewater Advisors
New York
$562K -$14.7K -31 -2%
SIC
1327
SJS Investment Consulting
Ohio
$561K +$523K +1,105 +1,435%
SIM
1328
Sentry Investment Management
Wisconsin
$560K -$155K -328 -21%
FH
1329
FWG Holdings
Florida
$558K +$25.1K +53 +4%
V
1330
VeraBank
Texas
$558K – – –
IC
1331
Inscription Capital
Texas
$558K +$110K +232 +25%
PG
1332
Proffitt & Goodson
Tennessee
$556K -$5.68K -12 -1%
NFA
1333
Northern Financial Advisors
Michigan
$554K -$1.89K -4 -0.3%
SOW
1334
State of Wyoming
Wyoming
$553K +$9.47K +20 +2%
GSWM
1335
Golden State Wealth Management
California
$553K +$59.2K +125 +12%
WA
1336
WBH Advisory
Maryland
$552K – – –
AWM
1337
Aberdeen Wealth Management
Illinois
$551K – – –
RWM
1338
Revisor Wealth Management
Ohio
$550K -$72.4K -153 -11%
TCMP
1339
Thrive Capital Management (Pennsylvania)
Pennsylvania
$550K +$3.79K +8 +0.7%
GWANC
1340
Guardian Wealth Advisors (North Carolina)
North Carolina
$548K +$52.1K +110 +11%
Modera Wealth Management
1341
Modera Wealth Management
New Jersey
$548K -$47.8K -101 -8%
MA
1342
MONECO Advisors
Connecticut
$544K +$19.4K +41 +4%
HT
1343
Heritage Trust
Oklahoma
$543K +$9.94K +21 +2%
CPG
1344
Cornerstone Planning Group
New Jersey
$543K +$72.9K +154 +14%
BMWS
1345
Brady Martz Wealth Solutions
North Dakota
$540K +$473 +1 +0.1%
MP
1346
McDonald Partners
Ohio
$539K -$1.19M -2,521 -69%
BI
1347
Bolthouse Investments
California
$539K – – –
SSW
1348
Smith Shellnut Wilson
Mississippi
$533K – – –
PWG
1349
Portside Wealth Group
Utah
$532K +$16.6K +35 +3%
Exencial Wealth Advisors
1350
Exencial Wealth Advisors
Oklahoma
$531K +$108K +228 +26%