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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1851
Doliver Advisors
Texas
$933K +$83.2K +1,055 +10%
HNW
1852
High Note Wealth
Minnesota
$933K +$897K +11,383 New
MCWA
1853
Meadow Creek Wealth Advisors
Georgia
$932K -$7.57K -96 -0.8%
OFG
1854
OmniStar Financial Group
North Carolina
$930K +$74.7K +947 +9%
FWM
1855
Foresight Wealth Management
Utah
$930K +$231K +2,929 +35%
DFG
1856
Demars Financial Group
Washington
$928K +$10.7K +136 +1%
VIM
1857
Vista Investment Management
Pennsylvania
$927K +$47.5K +603 +6%
GA
1858
GraniteShares Advisors
New York
$925K -$55K -697 -6%
KFA
1859
Kelleher Financial Advisors
New York
$921K +$79 +1 +0%
IC
1860
Inverness Counsel
New York
$918K +$10.6K +135 +1%
AIL
1861
AGF Investments LLC
Ontario, Canada
$918K +$73.8K +936 +9%
FC
1862
FORA Capital
Florida
$917K +$563K +7,145 +179%
RFA
1863
Resurgent Financial Advisors
Georgia
$914K +$297K +3,766 +51%
AGP
1864
Autumn Glory Partners
Texas
$913K -$336K -4,256 -28%
CCIA
1865
Campbell & Co Investment Adviser
Maryland
$908K -$2.84K -36 -0.3%
JGIA
1866
Jackson Grant Investment Advisers
Connecticut
$906K +$5.68K +72 +0.7%
MWM
1867
Minot Wealth Management
Massachusetts
$903K +$99.6K +1,263 +13%
HPWM
1868
Highland Private Wealth Management
Washington
$901K +$23.4K +297 +3%
BFG
1869
Berger Financial Group
Minnesota
$900K -$4.22M -53,515 -83%
BWP
1870
Bernardo Wealth Planning
Pennsylvania
$900K +$45.3K +574 +6%
IIM
1871
InTrack Investment Management
Vermont
$898K +$78.2K +992 +10%
AF
1872
Arrow Financial
New York
$897K -$24.8K -315 -3%
PMG
1873
ProVise Management Group
Florida
$895K -$2.18M -27,708 -72%
WDC
1874
Woodward Diversified Capital
California
$893K +$69.1K +877 +9%
VWM
1875
Vigilare Wealth Management
Arizona
$892K -$28.5K -361 -3%