Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1751
Hartford Funds Management
Pennsylvania
$378K +$51.5K +440 +15%
MWA
1752
Martel Wealth Advisors
Washington
$378K -$7.25K -62 -2%
IWP
1753
Invenio Wealth Partners
Florida
$377K +$399K +3,413 New
Cohen & Steers
1754
Cohen & Steers
New York
$376K – – –
AA
1755
Alta Advisers
United Kingdom
$375K – – –
WAM
1756
Wallington Asset Management
Indiana
$375K – – –
FCA
1757
FLC Capital Advisors
California
$374K – – –
CAG
1758
Csenge Advisory Group
Florida
$373K +$110K +941 +39%
AAS
1759
Ameritas Advisory Services
Nebraska
$373K -$709K -6,062 -63%
VC
1760
Veracity Capital
Georgia
$373K +$10.4K +89 +3%
SWM
1761
SeaCrest Wealth Management
New York
$372K -$55.8K -477 -12%
KBFS
1762
Kohmann Bosshard Financial Services
Ohio
$371K +$79.5K +680 +25%
CFG
1763
CKW Financial Group
Hawaii
$370K +$234 +2 +0.1%
LPT
1764
Legacy Private Trust
Wisconsin
$370K -$6.2K -53 -2%
BAM
1765
Bellevue Asset Management
Washington
$369K -$11.7K -100 -3%
SW
1766
StrongBox Wealth
Missouri
$369K +$39.8K +340 +11%
W
1767
Wealthquest
Ohio
$368K +$117 +1 +0%
PIA
1768
Perennial Investment Advisors
California
$367K +$15.9K +136 +4%
DC
1769
Diametric Capital
Massachusetts
$367K -$25.6K -219 -6%
CNWM
1770
Clay Northam Wealth Management
California
$365K -$234 -2 -0.1%
MKC
1771
M. Kraus & Co
Vermont
$363K – – –
PB
1772
Pinnacle Bancorp
Nebraska
$362K -$5.85K -50 -2%
QFA
1773
Quantum Financial Advisors
California
$362K – – –
LC
1774
Lavaca Capital
Texas
$360K -$147K -1,260 -28%
TBC
1775
Ted Buchan & Co
California
$359K – – –