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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
2351
Trust Company of Vermont
Vermont
$594K +$32.3K +300 +5%
TWM
2352
Thrive Wealth Management
Pennsylvania
$594K -$9.92K -92 -1%
ACM
2353
Avalon Capital Management
California
$591K – – –
RWP
2354
Ridgecrest Wealth Partners
California
$590K -$869K -8,062 -56%
FPL
2355
Fortress Private Ledger
North Carolina
$589K +$21.6K +200 +3%
RIA
2356
Rhodes Investment Advisors
Texas
$589K +$677K +6,280 New
CWA
2357
Canvas Wealth Advisors
Kansas
$588K -$413K -3,834 -38%
SFG
2358
Sovereign Financial Group
Connecticut
$586K -$540K -5,005 -44%
AIA
2359
AssuredPartners Investment Advisors
Florida
$586K +$674K +6,252 New
IIA
2360
Integral Investment Advisors
California
$585K -$13.4K -124 -2%
NNPTE
2361
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$584K -$3.49M -32,370 -84%
Bahl & Gaynor
2362
Bahl & Gaynor
Ohio
$584K +$7.55K +70 +1%
DA
2363
Dillon & Associates
Michigan
$584K +$670K +6,218 New
RFA
2364
Rollins Financial Advisors
New York
$584K +$210K +1,946 +45%
RE
2365
Rydar Equities
Texas
$584K +$13.5K +125 +2%
OPWM
2366
Oxinas Partners Wealth Management
Indiana
$583K +$35.4K +328 +6%
QCIG
2367
Quad-Cities Investment Group
Iowa
$583K +$176K +1,633 +36%
ET
2368
Equitable Trust
Tennessee
$582K -$998K -9,256 -60%
QPBE
2369
Quintet Private Bank (Europe)
Luxembourg
$581K -$80.9K -750 -11%
WWC
2370
Waypoint Wealth Counsel
Georgia
$580K -$4.21K -39 -0.6%
KAS
2371
KPP Advisory Services
Kentucky
$580K +$184K +1,711 +38%
KWS
2372
Keystone Wealth Services
California
$580K +$102K +949 +18%
Signature Estate & Investment Advisors
2373
Signature Estate & Investment Advisors
California
$580K -$52.1K -483 -7%
BA
2374
Ballast Advisors
Minnesota
$578K -$2.16K -20 -0.3%
AA
2375
Auxano Advisors
Washington
$578K +$21.3K +198 +3%