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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2876
Waddell & Associates
Tennessee
$541K +$425K +12,800 New
TNB
2877
Thomasville National Bank
Georgia
$541K +$11K +330 +3%
LFA
2878
Landmark Financial Advisors
Kentucky
$541K -$54.8K -1,650 -11%
OPWM
2879
Oxinas Partners Wealth Management
Indiana
$540K +$110K +3,300 +35%
IAG
2880
Investmark Advisory Group
Connecticut
$539K – – –
QCM
2881
Qsemble Capital Management
New York
$539K +$423K +12,750 New
HFS
2882
Heritage Financial Services
Massachusetts
$539K -$66.7K -2,010 -14%
AA
2883
Addison Advisors
Vermont
$538K +$20.3K +610 +5%
AFG
2884
AFS Financial Group
Maryland
$538K -$1.81M -54,580 -81%
SFM
2885
Signet Financial Management
New Jersey
$538K +$28.6K +860 +7%
KFG
2886
Kingdom Financial Group
Arizona
$536K +$421K +12,670 New
RWM
2887
Raffa Wealth Management
District of Columbia
$535K – – –
NAMM
2888
NorthStar Asset Management (Massachusetts)
Massachusetts
$534K -$33.2K -1,000 -7%
RA
2889
Riversedge Advisors
Delaware
$531K – – –
AMIM
2890
Aull & Monroe Investment Management
Alabama
$529K -$8.3K -250 -2%
TA
2891
Townsend & Associates
Colorado
$528K -$17.3K -520 -4%
CWA
2892
Centennial Wealth Advisory
Michigan
$528K -$246K -7,420 -37%
MFG
2893
MidWestOne Financial Group
Iowa
$528K +$150K +4,530 +57%
HFM
2894
Hartford Funds Management
Pennsylvania
$524K +$412K +12,400 New
OHWP
2895
Oak Harbor Wealth Partners
North Carolina
$523K -$83.7K -2,520 -17%
OFW
2896
Omnia Family Wealth
Florida
$522K – – –
SCA
2897
Sandy Cove Advisors
Massachusetts
$522K +$410K +12,340 New
TCM
2898
Towercrest Capital Management
Pennsylvania
$522K +$126K +3,780 +44%
CWM
2899
Castle Wealth Management
Florida
$520K +$1.66K +50 +0.4%
Eventide Asset Management
2900
Eventide Asset Management
Massachusetts
$520K +$288K +8,660 +239%