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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
651
Creative Financial Designs
Indiana
$483K +$117K +956 +42%
PWM
652
Perigon Wealth Management
California
$483K +$183K +1,490 +85%
ECM
653
Everence Capital Management
Indiana
$483K +$399K +3,250 New
BCM
654
Brookstone Capital Management
Illinois
$482K -$37.4K -305 -9%
SNB
655
Security National Bank
Nebraska
$482K – – –
HPC
656
HM Payson & Co
Maine
$480K – – –
CFA
657
Compass Financial Advisors
Indiana
$480K +$26.3K +214 +7%
BIM
658
Baldwin Investment Management
Pennsylvania
$479K -$127K -1,031 -24%
GHA
659
GW Henssler & Associates
Georgia
$478K -$12.3K -100 -3%
PIP
660
Peachtree Investment Partners
Florida
$478K +$394K +3,213 New
USCWA
661
U.S. Capital Wealth Advisors
Texas
$478K +$394K +3,215 New
GEA
662
Glen Eagle Advisors
New Jersey
$477K +$195K +1,589 +98%
WI
663
Wahed Invest
New York
$476K -$26.6K -217 -6%
SFG
664
SNS Financial Group
Minnesota
$476K – – –
AWA
665
Arkadios Wealth Advisors
Georgia
$474K -$604K -4,920 -61%
SS
666
Simplicity Solutions
Minnesota
$473K -$391K -3,189 -50%
ACA
667
Atlas Capital Advisors
Wyoming
$471K +$10.9K +89 +3%
CCM
668
Coldstream Capital Management
Washington
$471K -$27.7K -226 -7%
CCA
669
Checchi Capital Advisers
California
$469K -$34.8K -284 -8%
LNC
670
Lincoln National Corp
Pennsylvania
$469K -$7.85K -64 -2%
CA
671
CGN Advisors
Kansas
$469K +$387K +3,156 New
JWCA
672
J.W. Cole Advisors
Florida
$462K -$18.9K -154 -5%
BCA
673
Bay Colony Advisors
Massachusetts
$461K +$2.7K +22 +0.7%
PWM
674
Purus Wealth Management
California
$460K +$21.1K +172 +6%
AI
675
Accredited Investors
Minnesota
$459K +$1.59K +13 +0.4%