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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1451
TrueWealth Advisors
Alabama
$347K -$1.37K -3 -0.4%
FG
1452
Fiduciary Group
Georgia
$345K -$73K -160 -18%
AAP
1453
Arax Advisory Partners
Colorado
$345K -$11K -24 -3%
CFG
1454
Cooper Financial Group
California
$343K +$26K +57 +9%
MCWA
1455
Meadow Creek Wealth Advisors
Georgia
$342K +$37.9K +83 +13%
RFN
1456
RDA Financial Network
Iowa
$339K -$368K -806 -53%
SSWG
1457
Seven Springs Wealth Group
Tennessee
$337K – – –
PBO
1458
Peoples Bank (Ohio)
Ohio
$336K -$22.8K -50 -7%
WCAMG
1459
Woodard & Company Asset Management Group
North Carolina
$336K – – –
SBIA
1460
Sheaff Brock Investment Advisors
Indiana
$336K -$16K -35 -5%
AAM
1461
Aureus Asset Management
Massachusetts
$336K -$15.5K -34 -5%
FNBOH
1462
First National Bank of Hutchinson
Kansas
$335K – – –
AA
1463
Auxano Advisors
Washington
$335K +$3.19K +7 +1%
ATS
1464
Ashton Thomas Securities
New York
$335K +$320K +702 New
BA
1465
Bluesphere Advisors
Pennsylvania
$334K – – –
FWM
1466
Foguth Wealth Management
Michigan
$332K -$22.4K -49 -6%
SL
1467
Summitry LLC
California
$331K +$59.8K +131 +23%
BFS
1468
Bard Financial Services
Connecticut
$331K -$57K -125 -15%
JCM
1469
Jag Capital Management
Missouri
$330K – – –
1WM
1470
1858 Wealth Management
Ohio
$330K +$105K +231 +50%
NCTC
1471
New Covenant Trust Company
Indiana
$330K – – –
GIM
1472
Goelzer Investment Management
Indiana
$329K -$4.56K -10 -1%
GJWM
1473
Gilliland Jeter Wealth Management
Arkansas
$329K – – –
PWM
1474
Palumbo Wealth Management
New York
$328K +$456 +1 +0.1%
FMWA
1475
Forvis Mazars Wealth Advisors
Missouri
$327K -$96.7K -212 -24%