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Name Holding Trade Value Shares
Change
Change in
Stake
SA
1651
Strategic Advisors
New York
$459K +$9.71K +83 +2%
DWM
1652
Defined Wealth Management
Oregon
$459K +$585 +5 +0.1%
Altshuler Shaham
1653
Altshuler Shaham
Israel
$459K – – –
ONST
1654
Old North State Trust
North Carolina
$458K +$5.38K +46 +1%
AAG
1655
Armstrong Advisory Group
Massachusetts
$458K – – –
Foster Group
1656
Foster Group
Iowa
$457K -$71.1K -608 -13%
KOC
1657
Koss-Olinger Consulting
Florida
$456K – – –
6F
1658
626 Financial
Michigan
$455K +$117 +1 +0%
Nicholas Hoffman & Company
1659
Nicholas Hoffman & Company
Georgia
$454K +$585 +5 +0.1%
OWM
1660
Opes Wealth Management
California
$454K +$35.1K +300 +8%
NorthRock Partners
1661
NorthRock Partners
Minnesota
$453K -$131K -1,118 -21%
GD
1662
Grandfield & Dodd
New York
$452K +$3.63K +31 +0.8%
MCWS
1663
McKinley Carter Wealth Services
West Virginia
$452K – – –
FAG
1664
Fortitude Advisory Group
Washington
$452K -$5.5K -47 -1%
MCC
1665
Malaga Cove Capital
California
$451K +$141K +1,205 +42%
SMH
1666
Sanders Morris Harris
Texas
$451K +$483K +4,130 New
SDH
1667
Sloy Dahl & Holst
Washington
$451K -$468 -4 -0.1%
PFP
1668
Paragon Financial Partners
California
$450K – – –
QC
1669
Quent Capital
New York
$450K -$3.51K -30 -0.7%
T
1670
TOBAM
France
$448K -$35.2K -301 -7%
PWW
1671
Pettyjohn Wood & White
Virginia
$447K – – –
CMI
1672
Clare Market Investments
Texas
$447K +$170K +1,453 +56%
VAF
1673
Values Added Financial
District of Columbia
$446K +$473K +4,041 New
PWM
1674
Prentice Wealth Management
New York
$445K +$38K +325 +9%
WTB
1675
Washington Trust Bank
Washington
$444K -$356K -3,048 -43%