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Name Holding Trade Value Shares
Change
Change in
Stake
R
1626
Rebalance
California
$481K +$441K +2,340 New
HR
1627
Howe & Rusling
New York
$480K +$25.5K +135 +6%
SWP
1628
Semus Wealth Partners
Florida
$480K -$4.72K -25 -1%
WFA
1629
WMG Financial Advisors
Tennessee
$480K +$943 +5 +0.2%
RWA
1630
Redhawk Wealth Advisors
Minnesota
$476K +$4.72K +25 +1%
VCP
1631
Verus Capital Partners
Arizona
$475K +$4.72K +25 +1%
PW
1632
Pandora Wealth
Illinois
$474K +$428K +2,270 +6,486%
MSFS
1633
Main Street Financial Solutions
Pennsylvania
$474K +$435K +2,305 New
EIA
1634
Edgemoor Investment Advisors
Maryland
$473K – – –
HDIM
1635
Hanson & Doremus Investment Management
Vermont
$472K -$943 -5 -0.2%
Plancorp LLC
1636
Plancorp LLC
Missouri
$472K +$126K +670 +41%
Carnegie Investment Counsel
1637
Carnegie Investment Counsel
Ohio
$472K +$176K +935 +69%
FIM
1638
Freedom Investment Management
Connecticut
$470K +$12.3K +65 +3%
Magnetar Financial
1639
Magnetar Financial
Illinois
$467K -$10.7M -56,670 -96%
TSS
1640
Two Sigma Securities
New York
$467K +$428K +2,270 New
OFS
1641
OneAscent Financial Services
Alabama
$466K +$27.4K +145 +7%
Catalyst Capital Advisors
1642
Catalyst Capital Advisors
New York
$466K -$69.8K -370 -14%
TNA
1643
True North Advisors
Texas
$466K +$143K +760 +50%
BCM
1644
Bourgeon Capital Management
Connecticut
$465K -$6.6K -35 -2%
LCM
1645
LCM Capital Management
Illinois
$465K +$8.49K +45 +2%
ZWJ Investment Counsel
1646
ZWJ Investment Counsel
Georgia
$464K +$1.89K +10 +0.4%
WF
1647
Womack Financial
Texas
$463K – – –
SMA
1648
Seven Mile Advisory
New Jersey
$463K +$81.1K +430 +24%
IIC
1649
Integrated Investment Consultants
Michigan
$462K -$943 -5 -0.2%
OHWP
1650
Oak Harbor Wealth Partners
North Carolina
$462K +$64.1K +340 +18%