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Name Holding Trade Value Shares
Change
Change in
Stake
ILI
2226
Invesco LLC (Illinois)
Illinois
$812K +$799K +7,033 New
GFG
2227
Greystone Financial Group
Michigan
$811K -$7.61K -67 -0.9%
MAG
2228
MRA Advisory Group
New Jersey
$807K -$66.4K -585 -8%
TC
2229
Trust Company
Kansas
$807K -$357K -3,145 -31%
BIM
2230
Baldwin Investment Management
Pennsylvania
$804K – – –
CC
2231
Callan Capital
California
$803K -$129K -1,134 -14%
IWA
2232
Intercontinental Wealth Advisors
Texas
$801K +$2.04K +18 +0.3%
FWA
2233
FSM Wealth Advisors
Ohio
$799K -$4.43K -39 -0.5%
DFA
2234
Delta Financial Advisors
Louisiana
$799K – – –
FWM
2235
Focused Wealth Management
New York
$798K +$1.93K +17 +0.2%
M
2236
Mirova
France
$798K -$972K -8,565 -55%
WEPOG
2237
Wealth Enhancement & Preservation of GA
Georgia
$796K +$63.6K +560 +9%
MA
2238
MJP Associates
Connecticut
$796K -$100K -881 -11%
MIM
2239
Moseley Investment Management
Florida
$793K +$62.1K +547 +9%
GWA
2240
GGM Wealth Advisors
Maryland
$792K +$827K +7,287 New
OW
2241
Olistico Wealth
Oklahoma
$792K +$106K +930 +16%
LL
2242
LWMG LLC
Minnesota
$792K -$26K -229 -3%
EA
2243
Emerald Advisors
Washington
$791K +$50.6K +446 +7%
BC
2244
Barrett & Company
Rhode Island
$787K – – –
MCA
2245
Millennium Capital Advisors
Arkansas
$786K +$16.8K +148 +2%
LFA
2246
Landmark Financial Advisors
Kentucky
$785K – – –
IF
2247
Intrua Financial
Texas
$784K +$229K +2,019 +42%
KOC
2248
Koss-Olinger Consulting
Florida
$784K – – –
VC
2249
Vicus Capital
Pennsylvania
$784K -$41.3K -364 -5%
CW
2250
Channel Wealth
California
$783K +$208K +1,831 +37%