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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
2151
Washington Trust Advisors
Massachusetts
$1.11M -$25.9K -201 -2%
AIM
2152
Aspen Investment Management
Michigan
$1.11M +$120K +935 +12%
DFA
2153
Delta Financial Advisors
Louisiana
$1.11M +$38.6K +300 +3%
MMG
2154
Monetary Management Group
Missouri
$1.11M -$25.8K -200 -2%
BFW
2155
Brady Family Wealth
Missouri
$1.11M +$4.89K +38 +0.4%
FBB
2156
Fulton Breakefield Broenniman
Maryland
$1.11M +$81.8K +635 +8%
FW
2157
FullCircle Wealth
Texas
$1.11M +$1.13M +8,795 New
AL
2158
Arnhold LLC
New York
$1.11M
TA
2159
TruWealth Advisors
Louisiana
$1.1M +$44.3K +344 +4%
FBT
2160
First Bank & Trust
South Dakota
$1.1M -$2.19K -17 -0.2%
KAS
2161
KPP Advisory Services
Kentucky
$1.1M -$18.7K -145 -2%
LIA
2162
LBMC Investment Advisors
Tennessee
$1.1M
PWM
2163
Prentice Wealth Management
New York
$1.1M -$1.29K -10 -0.1%
CGA
2164
Crescent Grove Advisors
Illinois
$1.1M -$787K -6,113 -41%
RPCONE
2165
Retirement Planning Company of New England
Rhode Island
$1.1M -$386 -3 -0%
FI
2166
Financial Insights
Washington
$1.09M -$314K -2,440 -22%
HTI
2167
Hikari Tsushin Inc
Japan
$1.09M
MLA
2168
My Legacy Advisors
Oregon
$1.09M -$56.3K -437 -5%
AGP
2169
Autumn Glory Partners
Texas
$1.08M -$153K -1,189 -12%
RL
2170
Rogco LP
Oklahoma
$1.08M -$8.5K -66 -0.7%
SWA
2171
SFMG Wealth Advisors
Texas
$1.08M -$16.5K -128 -1%
FPCP
2172
Fort Point Capital Partners
California
$1.08M -$34.1K -265 -3%
AIM
2173
Alhambra Investment Management
Florida
$1.08M +$3.22K +25 +0.3%
OFG
2174
Oxford Financial Group
Indiana
$1.08M +$280K +2,177 +33%
KCFA
2175
Key Client Fiduciary Advisors
New Jersey
$1.08M -$386 -3 -0%