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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1751
Pinion Investment Advisors
Kansas
$433K +$46.2K +233 +12%
MLFP
1752
MPS Loria Financial Planners
Illinois
$431K +$22K +111 +5%
HR
1753
Hayden Royal
North Carolina
$429K -$280K -1,412 -42%
SAA
1754
Southeast Asset Advisors
Georgia
$428K +$793 +4 +0.2%
CWM
1755
Cornerstone Wealth Management
Missouri
$425K -$75K -378 -15%
JIP
1756
JBJ Investment Partners
South Carolina
$425K +$68.2K +344 +19%
MCWA
1757
Meadow Creek Wealth Advisors
Georgia
$425K +$427K +2,152 New
IFG
1758
Investors Financial Group
Minnesota
$424K +$426K +2,146 New
LFA
1759
Legacy Financial Advisors
Kentucky
$423K -$8.53K -43 -2%
MAM
1760
Marotta Asset Management
Virginia
$422K +$389K +1,963 New
CBT
1761
Central Bank & Trust
Kentucky
$422K
BHB
1762
Bank Hapoalim BM
Israel
$419K -$459K -2,315 -52%
RWG
1763
Regal Wealth Group
California
$418K -$14.9K -75 -3%
PAIM
1764
Punch & Associates Investment Management
Minnesota
$418K +$46.2K +233 +12%
DIP
1765
DT Investment Partners
Pennsylvania
$417K +$418K +2,109 New
SMG
1766
Spectrum Management Group
Indiana
$416K
RSVP
1767
Ramsay Stattman Vela & Price
Colorado
$414K
AWM
1768
Argent Wealth Management
Massachusetts
$413K +$414K +2,088 New
SEIA
1769
Signature Estate & Investment Advisors
California
$412K -$24.3M -122,294 -98%
WI
1770
WrapManager Inc
California
$412K +$9.13K +46 +2%
WANY
1771
Wealthspire Advisors (New York)
New York
$410K +$27.2K +137 +7%
TC
1772
TwinBeech Capital
New York
$410K +$411K +2,073 New
AIM
1773
Arcadia Investment Management
Michigan
$409K
ABTD
1774
Arvest Bank Trust Division
Oklahoma
$409K
PFA
1775
Pettinga Financial Advisors
Indiana
$409K