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Name Holding Trade Value Shares
Change
Change in
Stake
TWPM
1676
Total Wealth Planning & Management
Florida
$706K +$71.1K +2,716 +11%
MAWA
1677
Moss Adams Wealth Advisors
Washington
$703K +$163K +6,234 +29%
Todd Asset Management
1678
Todd Asset Management
Kentucky
$701K +$105K +4,022 +17%
Empirical Wealth Management
1679
Empirical Wealth Management
Washington
$699K -$502K -19,169 -41%
TIA
1680
Traphagen Investment Advisors
New Jersey
$699K -$73.1K -2,793 -9%
SXL
1681
Summit X LLC
Missouri
$698K +$335K +12,786 +87%
GWWM
1682
Great Waters Wealth Management
Minnesota
$696K +$1.1K +42 +0.2%
Sit Investment Associates
1683
Sit Investment Associates
Minnesota
$695K – – –
WAS
1684
Wealth Advisory Solutions
Indiana
$694K +$17.4K +664 +2%
JIR
1685
James Investment Research
Ohio
$693K -$338K -12,927 -32%
CT
1686
Clearstead Trust
Maine
$692K -$3.92K -150 -0.5%
ECM
1687
EagleClaw Capital Management
Massachusetts
$691K +$2.62K +100 +0.4%
POIA
1688
Pin Oak Investment Advisors
Texas
$691K -$44.6K -1,704 -6%
FCT
1689
First Community Trust
Iowa
$689K -$7.85K -300 -1%
FFS
1690
Flavin Financial Services
Florida
$689K -$26.3K -1,005 -4%
AC
1691
Avestar Capital
New York
$687K -$16.7K -638 -2%
PW
1692
Paladin Wealth
Minnesota
$686K +$27.1K +1,037 +4%
Simon Quick Advisors
1693
Simon Quick Advisors
New Jersey
$686K +$94.9K +3,627 +15%
MA
1694
MONECO Advisors
Connecticut
$685K +$83.7K +3,198 +13%
VCS
1695
Vaughan & Co Securities
New Jersey
$681K – – –
ZF
1696
Zhang Financial
Michigan
$681K -$49.1K -1,875 -7%
CFP
1697
Cascade Financial Partners
California
$680K +$15.5K +594 +2%
DSC
1698
Duncker Streett & Co
Missouri
$678K -$37.7K -1,440 -5%
TCM
1699
Traynor Capital Management
Pennsylvania
$678K -$54K -2,062 -7%
LA
1700
LexAurum Advisors
Kansas
$677K -$36.2K -1,383 -5%