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Name Holding Trade Value Shares
Change
Change in
Stake
CW
501
CreativeOne Wealth
Kansas
$316K
AHC
502
Adell Harriman & Carpenter
Texas
$308K -$9.65K -40 -3%
VFA
503
Values First Advisors
Tennessee
$305K +$22.7K +94 +8%
FDCDDQ
504
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K +$17.9K +74 +6%
WWP
505
Waypoint Wealth Partners
California
$301K
PAM
506
Paradigm Asset Management
New York
$294K -$48.3K -200 -14%
BP
507
BBR Partners
New York
$293K +$20.5K +85 +8%
PWSG
508
Pacific Wealth Strategies Group
California
$287K
OIA
509
Optimum Investment Advisors
Illinois
$287K +$36.2K +150 +15%
RF
510
Rollins Financial
Georgia
$285K +$281K +1,163 New
TI
511
Tidal Investments
Wisconsin
$284K +$280K +1,161 New
FRA
512
Frank Rimerman Advisors
California
$284K
GC
513
Grace Capital
Massachusetts
$281K +$44.2K +183 +19%
WA1
514
Wimmer Associates 1
California
$273K +$49.5K +205 +23%
CAPTRUST Financial Advisors
515
CAPTRUST Financial Advisors
North Carolina
$271K -$179K -740 -40%
CCB
516
Cutter & Co Brokerage
Missouri
$269K
GLA
517
Great Lakes Advisors
Illinois
$267K -$182K -755 -41%
CAG
518
Crestwood Advisors Group
Massachusetts
$267K +$9.65K +40 +4%
ABTD
519
Arvest Bank Trust Division
Oklahoma
$263K +$259K +1,074 New
NFG
520
Nadler Financial Group
Illinois
$262K +$965 +4 +0.4%
FHC
521
First Heartland Consultants
Missouri
$262K +$258K +1,070 New
MIM
522
Moseley Investment Management
Florida
$262K +$259K +1,071 New
Verition Fund Management
523
Verition Fund Management
Connecticut
$262K +$259K +1,071 New
HBT
524
Hills Bank & Trust
Iowa
$258K
VC
525
Vicus Capital
Pennsylvania
$257K