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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1476
Prosperity Capital Advisors
Ohio
$785K +$66.4K +2,537 +8%
DMKJ
1477
David M. Knott Jr
$779K – – –
TFS
1478
Thoroughbred Financial Services
Tennessee
$778K -$49.5K -1,892 -6%
OPTFSNA
1479
Old Point Trust & Financial Services N A
Virginia
$777K +$3.01K +115 +0.4%
SMC
1480
Smith, Moore & Co
Missouri
$775K -$6.51K -249 -0.8%
AWA
1481
Aaron Wealth Advisors
Illinois
$775K -$81K -3,097 -9%
ABWM
1482
Alpine Bank Wealth Management
Colorado
$773K -$209 -8 -0%
AF
1483
Advisornet Financial
Minnesota
$771K +$20.7K +793 +3%
LB
1484
Legacy Bridge
Iowa
$770K +$41.9K +1,600 +5%
CWM
1485
Centric Wealth Management
Illinois
$770K – – –
HA
1486
Harbor Advisors
Florida
$770K – – –
WDC
1487
Woodward Diversified Capital
California
$769K -$863 -33 -0.1%
MSA
1488
Marino Stram & Associates
Massachusetts
$766K -$26.4K -1,009 -3%
FWCM
1489
Ferguson Wellman Capital Management
Oregon
$766K +$11.4K +435 +1%
PP
1490
PDS Planning
Ohio
$764K -$88.5K -3,384 -10%
WC
1491
Wynn Capital
Georgia
$763K +$2.22K +85 +0.3%
FG
1492
Foster Group
Iowa
$763K -$21.4K -820 -3%
MG
1493
Mather Group
Illinois
$761K -$56.2K -2,150 -6%
BFC
1494
Bedel Financial Consulting
Indiana
$761K -$46.8K -1,789 -5%
IC
1495
Inscription Capital
Texas
$761K -$308K -11,768 -27%
IA
1496
Inspire Advisors
Idaho
$760K +$825K +31,554 New
MFG
1497
Magnus Financial Group
New York
$757K +$13.4K +511 +2%
AI
1498
Arvest Investments
Arkansas
$756K -$18.8K -717 -2%
LWMNY
1499
Landmark Wealth Management (New York)
New York
$754K – – –
HCMT
1500
Highland Capital Management (Tennessee)
Tennessee
$753K +$4.18K +160 +0.5%