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Name Holding Trade Value Shares
Change
Change in
Stake
SI
2601
Severin Investments
Missouri
$520K -$11.4K -21 -2%
AWA
2602
Aletheian Wealth Advisors
Washington
$519K +$63.7K +117 +14%
RIA
2603
Realta Investment Advisors
Delaware
$518K -$122K -224 -19%
NWWA
2604
New Wave Wealth Advisors
Arkansas
$517K -$68.6K -126 -12%
KCM
2605
Kanawha Capital Management
Virginia
$516K +$23.4K +43 +5%
VR
2606
Valued Retirements
Texas
$513K +$224K +411 +78%
DA
2607
Drake & Associates
Wisconsin
$513K +$88.7K +163 +21%
SIAG
2608
Safeguard Investment Advisory Group
California
$512K +$106K +194 +26%
FM
2609
Family Management
New York
$510K -$33.8K -62 -6%
UB
2610
Umpqua Bank
Oregon
$510K +$4.36K +8 +0.9%
CMS
2611
Capital Market Strategies
Florida
$510K -$20.7K -38 -4%
SCA
2612
Stonebridge Capital Advisors
Minnesota
$509K +$12K +22 +2%
BFC
2613
Bedel Financial Consulting
Indiana
$509K -$19.1K -35 -4%
SC
2614
Saiph Capital
New Jersey
$507K -$10.9K -20 -2%
DAL
2615
Delta Accumulation LLC
California
$506K +$544 +1 +0.1%
CIAM
2616
Caitong International Asset Management
Hong Kong
$505K +$501K +921 New
HB
2617
Horizon Bancorp
Indiana
$504K -$75.7K -139 -13%
WGC
2618
Watts Gwilliam & Co
Arizona
$503K +$90.9K +167 +22%
NCFG
2619
New Century Financial Group
New Jersey
$502K -$954K -1,752 -66%
BWM
2620
BlackDiamond Wealth Management
New York
$502K +$19.6K +36 +4%
EFA
2621
Edge Financial Advisors
Illinois
$501K +$544 +1 +0.1%
RW
2622
RVW Wealth
California
$501K +$25K +46 +5%
EHWM
2623
Eads & Heald Wealth Management
Georgia
$501K -$10.9K -20 -2%
MWA
2624
Motive Wealth Advisors
Michigan
$500K -$6.53K -12 -1%
FAN
2625
Financial Advisors Network
California
$500K +$22.3K +41 +5%