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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1126
CreativeOne Wealth
Kansas
$534K -$151K -2,202 -23%
FAM
1127
Fulcrum Asset Management
United Kingdom
$533K +$491K +7,177 New
MSFP
1128
Mark Sheptoff Financial Planning
Connecticut
$532K +$2.67K +39 +0.5%
BFA
1129
Buttonwood Financial Advisors
Maryland
$531K +$3.36K +49 +0.7%
TWP
1130
Tempus Wealth Planning
California
$531K +$62.2K +909 +15%
V
1131
ViaWealth
Kansas
$530K -$78.8K -1,150 -14%
BWP
1132
Baldwin Wealth Partners
Massachusetts
$528K -$26.4K -385 -5%
APW
1133
Austin Private Wealth
Texas
$528K -$99.4K -1,452 -17%
OAM
1134
Occidental Asset Management
California
$526K +$28.2K +412 +6%
WKSWA
1135
White Knight Strategic Wealth Advisors
New Jersey
$525K +$71.3K +1,041 +17%
LDB
1136
Lee, Danner & Bass
Tennessee
$523K -$187K -2,736 -28%
PWM
1137
Prosperity Wealth Management
California
$522K +$8.01K +117 +2%
BCM
1138
Boltwood Capital Management
California
$522K +$46.9K +685 +11%
PP
1139
Pingora Partners
Wyoming
$521K -$85.6K -1,250 -15%
MA
1140
Mutual Advisors
Nebraska
$520K -$62.9K -919 -12%
RSS
1141
Rosenblum Silverman Sutton
California
$519K -$3.42K -50 -0.7%
1IA
1142
1834 Investment Advisors
Wisconsin
$518K +$86.8K +1,267 +22%
IB
1143
Intrust Bank
Kansas
$518K +$133K +1,942 +39%
NAMM
1144
NorthStar Asset Management (Massachusetts)
Massachusetts
$517K -$5.34M -78,047 -92%
A
1145
Allianz
Germany
$517K -$1.6M -23,381 -77%
WAM
1146
WNY Asset Management
New York
$516K -$12.1K -177 -2%
ATFA
1147
All Terrain Financial Advisors
Minnesota
$513K -$6.85K -100 -1%
FSA
1148
Franklin Street Advisors
North Carolina
$513K -$65.9K -963 -12%
CIA
1149
Choate Investment Advisors
Massachusetts
$513K +$61.9K +904 +15%
ACM
1150
Advisors Capital Management
New Jersey
$510K -$274 -4 -0.1%