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Name Holding Trade Value Shares
Change
Change in
Stake
HM Payson & Co
1551
HM Payson & Co
Maine
$522K +$50.3K +293 +9%
PFA
1552
Pathway Financial Advisers
Indiana
$522K +$20.8K +121 +4%
TWM
1553
Tradition Wealth Management
Minnesota
$520K -$11.7K -68 -2%
Dynamic Advisor Solutions
1554
Dynamic Advisor Solutions
Arizona
$520K -$246K -1,433 -30%
Axxcess Wealth Management
1555
Axxcess Wealth Management
California
$516K -$903K -5,262 -61%
OC
1556
Oarsman Capital
Wisconsin
$515K +$69.8K +407 +14%
CH
1557
Cromwell Holdings
Wyoming
$515K – – –
MAWA
1558
Moss Adams Wealth Advisors
Washington
$514K -$3.26K -19 -0.6%
KIG
1559
Kennedy Investment Group
New Jersey
$513K -$82.3K -480 -13%
WMP
1560
Wealth Management Partners
Arizona
$512K +$35.2K +205 +7%
GAG
1561
GM Advisory Group
New York
$512K -$30K -175 -5%
VCP
1562
Verus Capital Partners
Arizona
$511K +$111K +645 +24%
MBT
1563
Montecito Bank & Trust
California
$509K -$252K -1,470 -31%
VFA
1564
Values First Advisors
Tennessee
$508K +$58K +338 +11%
PCM
1565
Prelude Capital Management
New York
$507K +$54.2K +316 +11%
FAOAI
1566
Fund Advisors of America Inc
Florida
$507K +$568K +3,310 New
ECM
1567
Ebert Capital Management
California
$507K +$743K +4,330 New
BWM
1568
BNB Wealth Management
Maryland
$502K +$562K +3,275 New
TWM
1569
Trueblood Wealth Management
Ohio
$496K -$62.6K -365 -10%
ICP
1570
Impact Capital Partners
Colorado
$495K -$10.8K -63 -2%
Harel Insurance Investments & Financial Services
1571
Harel Insurance Investments & Financial Services
Israel
$495K -$28.3M -164,912 -98%
PJSIMP
1572
P.J. Schmidt Investment Management (PJS)
Wisconsin
$495K +$95.2K +555 +21%
FHC
1573
First Heartland Consultants
Missouri
$493K +$154K +900 +39%
PGFG
1574
Pine Grove Financial Group
Minnesota
$493K +$552K +3,216 New
PWC
1575
Pathfinder Wealth Consulting
North Carolina
$492K +$551K +3,210 New