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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
2351
Fortis Capital Advisors
Kansas
$459K +$14.5K +36 +3%
GPA
2352
Guerra Pan Advisors
New Jersey
$459K +$4.82K +12 +1%
NAM
2353
NTV Asset Management
West Virginia
$458K
AP
2354
Appleton Partners
Massachusetts
$456K -$1.33M -3,305 -76%
HGWM
2355
Horst & Graben Wealth Management
Oregon
$456K
EWM
2356
Elevatus Welath Management
New York
$456K +$169K +421 +65%
SAM
2357
Summit Asset Management
Tennessee
$454K
BBW
2358
Blue Barn Wealth
Utah
$454K -$70.7K -176 -14%
CSWG
2359
Cardinal Strategic Wealth Guidance
Kentucky
$454K
DWP
2360
Destiny Wealth Partners
Florida
$453K
KFGK
2361
Keystone Financial Group (Kentucky)
Kentucky
$451K -$26.9K -67 -6%
PMSA
2362
Patrick M. Sweeney & Associates
Illinois
$451K +$425K +1,057 New
C
2363
CEDRUS
Colorado
$451K -$9.24K -23 -2%
BAM
2364
Blueshift Asset Management
New Jersey
$449K -$10K -25 -2%
FBFS
2365
First Business Financial Services
Wisconsin
$448K -$233K -579 -36%
CMAI
2366
Capital Management Associates Inc
Minnesota
$447K +$421K +1,048 New
AA
2367
Auxano Advisors
Washington
$447K +$26.1K +65 +7%
DTC
2368
Davidson Trust Company
Washington
$447K
RRCM
2369
Rappaport Reiches Capital Management
Illinois
$444K +$5.22K +13 +1%
AA
2370
AlphaQ Advisors
Florida
$444K -$78.3K -195 -16%
EFG
2371
Embree Financial Group
Illinois
$443K +$417K +1,039 New
OCM
2372
Objective Capital Management
Ohio
$443K -$35K -87 -8%
TPWA
2373
TRUE Private Wealth Advisors
Oregon
$442K +$9.64K +24 +2%
HCP
2374
Hexagon Capital Partners
Arkansas
$442K +$78.3K +195 +23%
BFC
2375
Bedel Financial Consulting
Indiana
$442K +$4.82K +12 +1%