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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
851
Zhang Financial
Michigan
$430K +$166 +2 +0%
AWE
852
Avidian Wealth Enterprises
Texas
$428K +$11.1K +133 +3%
ITIM
853
Indiana Trust & Investment Management
Indiana
$428K
FPWM
854
FSB Premier Wealth Management
Iowa
$427K
SQA
855
Simon Quick Advisors
New Jersey
$426K +$92.2K +1,109 +26%
LC
856
Lindbrook Capital
California
$424K -$29.1K -350 -6%
JF
857
Joule Financial
Kentucky
$419K -$4.41K -53 -1%
VCM
858
Virtue Capital Management
Tennessee
$411K +$3.49K +42 +0.8%
WI
859
Wedgewood Investors
Pennsylvania
$410K -$10.4K -125 -2%
EFS
860
Essex Financial Services
Connecticut
$407K -$14.8K -178 -3%
FT
861
Fiduciary Trust
Massachusetts
$406K +$40.3K +484 +11%
RIA
862
Richwood Investment Advisors
Ohio
$405K -$8.32K -100 -2%
MCM
863
MV Capital Management
Maryland
$405K +$84.6K +1,017 +25%
FA
864
Faithward Advisors
Pennsylvania
$405K -$6.32K -76 -1%
MCM
865
McRae Capital Management
New Jersey
$404K +$10.1K +121 +2%
DWM
866
Dakota Wealth Management
Florida
$403K -$21K -252 -5%
IQI
867
Integrated Quantitative Investments
Washington
$401K
BIC
868
Beach Investment Counsel
Pennsylvania
$393K -$16.6K -200 -4%
BFWM
869
Bright Futures Wealth Management
New York
$392K +$2.66K +32 +0.6%
IFG
870
Independent Financial Group
California
$392K +$191K +2,294 +89%
Fisher Asset Management
871
Fisher Asset Management
Washington
$389K +$9.23K +111 +2%
BFA
872
Bragg Financial Advisors
North Carolina
$389K -$8.32K -100 -2%
WI
873
Westbourne Investments
Virginia
$389K +$403K +4,840 New
CNBT
874
Canandaigua National Bank & Trust
New York
$388K +$79.8K +959 +25%
AWM
875
Allen Wealth Management
North Carolina
$388K -$6.15K -74 -2%