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Name Holding Trade Value Shares
Change
Change in
Stake
WM
1451
WS Management
Florida
$31.4M
ACS
1452
Archford Capital Strategies
Illinois
$31.4M -$1.3M -6,334 -4%
AWC
1453
Abundance Wealth Counselors
Pennsylvania
$31.3M +$14.2M +68,884 +78%
YWM
1454
Yukon Wealth Management
Kansas
$31.3M +$27.6M +134,454 +612%
CPC
1455
Cookson Peirce & Co
Pennsylvania
$31.3M +$914K +4,444 +3%
BIA
1456
Benchmark Investment Advisors
Illinois
$31.2M -$359K -1,747 -1%
OFS
1457
OMC Financial Services
New York
$31.2M -$4.06M -19,736 -11%
KJWM
1458
Kiley Juergens Wealth Management
Washington
$31.1M -$88K -428 -0.3%
SACTSONJ
1459
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$31.1M -$1.89M -9,187 -6%
RP
1460
Rice Partnership
Hawaii
$31.1M +$308K +1,497 +1%
KP
1461
Keel Point
Alabama
$31M +$1.72M +8,349 +6%
AAM
1462
Advisors Asset Management
Colorado
$31M -$2.27M -11,048 -7%
GA
1463
GuoLine Advisory
Singapore
$31M
VCP
1464
Varenne Capital Partners
France
$31M +$31.9M +154,959 New
CPIM
1465
Coalescence Partners Investment Management
New York
$31M -$27.8M -135,383 -47%
DSA
1466
Davis Selected Advisers
Arizona
$31M +$8.46M +41,171 +36%
KWM
1467
Kingsman Wealth Management
Florida
$30.9M -$94.4K -459 -0.3%
KIM
1468
Kestra Investment Management
Texas
$30.9M -$2.59M -12,621 -8%
FA
1469
Fiduciary Alliance
South Carolina
$30.9M -$9.5M -46,189 -23%
RWM
1470
Rench Wealth Management
Texas
$30.9M -$4.67M -22,716 -13%
GM
1471
GeoWealth Management
Illinois
$30.8M -$1.06M -5,154 -3%
FSA
1472
Fort Sheridan Advisors
Illinois
$30.8M -$627K -3,050 -2%
JFGIW
1473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.8M -$151K -734 -0.5%
AA
1474
Acorns Advisers
California
$30.8M +$2.19M +10,659 +7%
CPCM
1475
Cardinal Point Capital Management
Ontario, Canada
$30.8M +$137K +668 +0.4%