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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
2401
Davidson Trust Company
Washington
$624K
BWG
2402
Beta Wealth Group
California
$623K +$90.8K +800 +17%
FM
2403
Family Management
New York
$622K +$272K +2,400 +80%
VFA
2404
Voya Financial Advisors
Connecticut
$621K -$21.9K -193 -3%
ACM
2405
Avalon Capital Management
California
$619K
DWM
2406
Defined Wealth Management
Oregon
$618K +$1.14K +10 +0.2%
MWC
2407
MBM Wealth Consultants
Missouri
$615K +$69.1K +609 +12%
FFA
2408
Farther Finance Advisors
California
$614K +$57.3K +505 +10%
KCM
2409
KRS Capital Management
Michigan
$614K +$22.6K +199 +4%
HFAS
2410
Hummer Financial Advisory Services
Illinois
$614K
KFA
2411
Kelleher Financial Advisors
New York
$611K +$109K +958 +22%
JBA
2412
Johnson Bixby & Associates
Washington
$609K +$3.18K +28 +0.5%
UL
2413
Unionview LLC
Washington
$607K +$8.97K +79 +2%
IF
2414
Ironwood Financial
Arizona
$604K +$341 +3 +0.1%
V
2415
ViaWealth
Kansas
$604K -$29.5K -260 -5%
AWM
2416
Absher Wealth Management
North Carolina
$603K -$12.6K -111 -2%
FAFN
2417
First Affirmative Financial Network
Colorado
$600K +$114K +1,000 +24%
PO
2418
Private Ocean
California
$597K +$50.3K +443 +9%
ESBC
2419
E.S. Barr & Co
Kentucky
$596K +$56.8K +500 +11%
ITIM
2420
Indiana Trust & Investment Management
Indiana
$596K +$2.84K +25 +0.5%
SCA
2421
Sandy Cove Advisors
Massachusetts
$594K +$225K +1,986 +63%
EBA
2422
Eagle Bay Advisors
New York
$594K -$14K -123 -2%
TA
2423
TFB Advisors
Kansas
$592K +$114K +1,005 +24%
FIBT
2424
First International Bank & Trust
North Dakota
$590K +$4.2K +37 +0.7%
ACM
2425
Armbruster Capital Management
New York
$589K