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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2351
Amplius Wealth Advisors
Pennsylvania
$476K -$19.7K -102 -3%
PMFA
2352
Plante Moran Financial Advisors
Michigan
$475K +$104K +539 +22%
SWA
2353
Sax Wealth Advisors
New Jersey
$473K -$24.5K -127 -4%
PWA
2354
Physician Wealth Advisors
Utah
$473K +$35.7K +185 +7%
LRIA
2355
Leonard Rickey Investment Advisors
Washington
$472K +$22.4K +116 +4%
ARG
2356
Advisory Resource Group
Oklahoma
$471K -$365K -1,891 -39%
CAC
2357
Core Alternative Capital
Georgia
$471K -$110K -568 -16%
CIC
2358
Crawford Investment Counsel
Georgia
$471K +$271K +1,406 +93%
BAM
2359
Berkshire Asset Management
Pennsylvania
$470K +$49K +254 +10%
BB
2360
Bell Bank
North Dakota
$469K +$326K +1,688 +139%
DWM
2361
Darwin Wealth Management
Florida
$467K -$70.6K -366 -11%
PWMG
2362
Prestige Wealth Management Group
New Jersey
$466K +$47.3K +245 +9%
FWM
2363
Forefront Wealth Management
Pennsylvania
$466K +$64.2K +333 +13%
MWP
2364
Meridian Wealth Partners
Pennsylvania
$465K +$167K +865 +43%
RRWA
2365
Rainey & Randall Wealth Advisors
Florida
$464K
FCB
2366
First Command Bank
Texas
$463K +$12.7K +66 +2%
FCFS
2367
First Command Financial Services
Texas
$463K +$12.7K +66 +2%
HI
2368
Hudock Inc
Pennsylvania
$462K -$23K -119 -4%
RP
2369
Rowlandmiller & Partners
Georgia
$461K +$127K +657 +30%
PA
2370
PSI Advisors
Florida
$460K -$12K -62 -2%
TCM
2371
Teza Capital Management
Illinois
$458K +$548K +2,839 New
FMI
2372
F/M Investments
District of Columbia
$457K +$57.1K +296 +29%
RC
2373
Rovin Capital
Arizona
$456K +$127K +657 +30%
CAL
2374
Capital Advisors Ltd
Ohio
$454K -$21.6K -112 -4%
PR
2375
Payden & Rygel
California
$452K