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Name Holding Trade Value Shares
Change
Change in
Stake
AMBIA
1901
Allen Mooney & Barnes Investment Advisors
Georgia
$473K -$11.4K -74 -3%
WKSWA
1902
White Knight Strategic Wealth Advisors
New Jersey
$473K
HC
1903
Hamilton Capital
Ohio
$471K +$21.6K +140 +5%
KFS
1904
Kaizen Financial Strategies
California
$471K -$2.78K -18 -0.6%
OWM
1905
Opes Wealth Management
California
$471K
DWA
1906
Delap Wealth Advisory
Oregon
$470K +$429K +2,777 New
BFPW
1907
BOK Financial Private Wealth
Colorado
$467K
FCT
1908
First Community Trust
Iowa
$466K
MPM
1909
MBB Public Markets
Illinois
$466K +$42.7K +276 +11%
AC
1910
ASB Consultores
Florida
$465K +$425K +2,747 New
CFO
1911
CVA Family Office
Colorado
$464K +$1.24K +8 +0.3%
GAM
1912
Grandview Asset Management
Pennsylvania
$462K +$9.58K +62 +2%
BST
1913
Bath Savings Trust
Maine
$462K -$7.73K -50 -2%
WAG
1914
Wallace Advisory Group
California
$462K -$12.8K -83 -3%
JSW
1915
Journey Strategic Wealth
New Jersey
$461K +$421K +2,726 New
CW
1916
CIC Wealth
Maryland
$461K +$116K +750 +38%
GLA
1917
Good Life Advisors
Pennsylvania
$461K +$6.8K +44 +2%
SWM
1918
Seed Wealth Management
Illinois
$460K -$20.9K -135 -5%
NHC
1919
Nicholas Hoffman & Company
Georgia
$459K -$23.2K -150 -5%
MCA
1920
Millennium Capital Advisors
Arkansas
$459K +$38.8K +251 +10%
IRC
1921
Investors Research Corp
Georgia
$459K
FFA
1922
Florida Financial Advisors
Florida
$457K +$102K +662 +32%
BHIA
1923
Birch Hill Investment Advisors
Massachusetts
$457K +$12.4K +80 +3%
OCPWS
1924
One Charles Private Wealth Services
Massachusetts
$457K +$19.9K +129 +5%
CCA
1925
Childress Capital Advisors
Texas
$456K -$10.4K -67 -2%