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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1751
Compass Ion Advisors
Pennsylvania
$606K +$3.78K +142 +0.7%
ALAM
1752
Asahi Life Asset Management
Japan
$606K -$89.6K -3,364 -13%
SIA
1753
Soltis Investment Advisors
Utah
$605K +$108K +4,073 +23%
CWG
1754
Cornerstone Wealth Group
North Carolina
$605K +$44.5K +1,670 +8%
FBT
1755
First Bankers Trust
Kentucky
$604K -$18.4K -692 -3%
Birch Hill Investment Advisors
1756
Birch Hill Investment Advisors
Massachusetts
$602K -$12.6K -475 -2%
Gerber Kawasaki Wealth & Investment Management
1757
Gerber Kawasaki Wealth & Investment Management
California
$602K +$43.3K +1,627 +8%
OWA
1758
One Wealth Advisors
California
$601K +$18.8K +707 +3%
KWM
1759
KFG Wealth Management
Indiana
$601K -$586 -22 -0.1%
IPWA
1760
International Private Wealth Advisors
California
$600K +$83K +3,117 +17%
GFL
1761
Granite FO LLC
New Hampshire
$598K – – –
VPF
1762
Vantage Point Financial
Illinois
$597K +$13.7K +514 +2%
SI
1763
Severin Investments
Missouri
$596K +$2.42K +91 +0.4%
CL
1764
COWA LLC
Oklahoma
$592K +$228K +8,550 +68%
FFG
1765
Fortem Financial Group
California
$588K +$81.4K +3,058 +17%
ADL
1766
Asset Dedication LLC
California
$588K -$74.7K -2,805 -12%
ML
1767
McAdam LLC
Pennsylvania
$588K -$49.3K -1,853 -8%
TNBTD
1768
Trustmark National Bank Trust Department
Mississippi
$587K -$14.6K -550 -3%
FAL
1769
Focused Alpha LLC
Colorado
$587K +$932 +35 +0.2%
KMWM
1770
Keudell/Morrison Wealth Management
Oregon
$587K +$33.5K +1,260 +6%
CCIA
1771
Cherry Creek Investment Advisors
Colorado
$584K +$8.81K +331 +2%
CWS
1772
Cypress Wealth Services
California
$584K +$95.3K +3,581 +21%
CIAS
1773
CFS Investment Advisory Services
New Jersey
$584K +$13.1K +492 +2%
Bahl & Gaynor
1774
Bahl & Gaynor
Ohio
$582K -$125K -4,700 -18%
LA
1775
LVW Advisors
New York
$581K +$73.4K +2,756 +15%