Name Holding Trade Value Shares
Change
Change in
Stake
AF
1426
AGP Franklin
Tennessee
$1.01M -$14.5K -543 -1%
NAS
1427
NWF Advisory Services
California
$1M -$26.2K -983 -3%
DLA
1428
Douglas Lane & Associates
New York
$1M -$32.1K -1,206 -3%
KFA
1429
Kelleher Financial Advisors
New York
$1M +$89.7K +3,371 +10%
AA
1430
Addison Advisors
Vermont
$1,000K -$16.2K -608 -2%
EWA
1431
EverSource Wealth Advisors
Alabama
$999K +$377K +14,179 +66%
MGI
1432
Miller Global Investments
Texas
$999K +$11.6K +437 +1%
KOC
1433
Koss-Olinger Consulting
Florida
$999K -$42.1K -1,583 -4%
GCM
1434
Gables Capital Management
Florida
$996K -$30K -1,125 -3%
PG
1435
Proffitt & Goodson
Tennessee
$996K -$2.93K -110 -0.3%
SL
1436
Sentinus LLC
Illinois
$995K +$84.2K +3,163 +10%
TCWM
1437
Total Clarity Wealth Management
Illinois
$992K -$5.11K -192 -0.5%
CG
1438
Curat Global
New Hampshire
$991K +$531K +19,945 +130%
AWA
1439
Aaron Wealth Advisors
Illinois
$991K +$166K +6,225 +21%
TA
1440
TCM Advisors
West Virginia
$990K – – –
EFG
1441
Everhart Financial Group
Ohio
$988K +$232K +8,731 +33%
CAM
1442
Cozad Asset Management
Illinois
$987K -$1.01K -38 -0.1%
SIM
1443
Sterling Investment Management
Arizona
$987K -$7.83K -294 -0.8%
PP
1444
PDS Planning
Ohio
$986K +$47.5K +1,785 +5%
DI
1445
DKRT Investments
$983K – – –
PCA
1446
Peddock Capital Advisors
Massachusetts
$977K – – –
UPS
1447
UHLMANN PRICE SECURITIES
Illinois
$976K +$564K +21,201 +147%
OMIC
1448
Old Mission Investment Co
Michigan
$975K +$52.4K +1,967 +6%
HR
1449
Howe & Rusling
New York
$974K -$170K -6,368 -16%
WPW
1450
Waldron Private Wealth
Pennsylvania
$970K +$40.7K +1,530 +5%