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Name Holding Trade Value Shares
Change
Change in
Stake
AF
926
Advisornet Financial
Minnesota
$474K +$329K +1,787 +2,351%
KJWM
927
Kiley Juergens Wealth Management
Washington
$473K +$920 +5 +0.3%
CFSG
928
Clark Financial Services Group
Missouri
$470K +$31.5K +171 +10%
ACS
929
Archford Capital Strategies
Illinois
$470K +$3.13K +17 +0.9%
TCIIS
930
TIAA-CREF Individual & Institutional Services
New York
$466K -$169K -921 -33%
CSB
931
City State Bank
Iowa
$464K +$37.4K +203 +13%
IA
932
Inspire Advisors
Idaho
$463K +$46.9K +255 +16%
CTA
933
Chesley Taft & Associates
Illinois
$463K +$47.8K +260 +17%
GI
934
GAMMA Investing
California
$462K +$50.4K +274 +18%
DWP
935
Destiny Wealth Partners
Florida
$461K +$227K +1,231 +360%
PIA
936
Powell Investment Advisors
Florida
$460K – – –
EWM
937
Empirical Wealth Management
Washington
$460K +$78.2K +425 +31%
FMLI
938
Fukoku Mutual Life Insurance
Japan
$459K +$332K +1,804 New
IWA
939
IVC Wealth Advisors
Pennsylvania
$458K -$184 -1 -0.1%
MCWA
940
Meadow Creek Wealth Advisors
Georgia
$457K +$330K +1,796 New
WAM
941
Wakefield Asset Management
Colorado
$446K -$368K -2,000 -53%
OAM
942
Ostrum Asset Management
France
$444K -$261K -1,418 -45%
BFG
943
Birch Financial Group
New Hampshire
$442K -$40.9K -222 -11%
EGA
944
E&G Advisors
Texas
$440K -$36.4K -198 -10%
SW
945
Simplicity Wealth
New Jersey
$439K +$318K +1,726 New
PCIA
946
Prime Capital Investment Advisors
Kansas
$438K -$262K -1,425 -45%
SAM
947
Smartleaf Asset Management
Massachusetts
$436K – – –
EFG
948
Everest Financial Group
Minnesota
$435K -$13.6K -74 -4%
RCAG
949
Rehmann Capital Advisory Group
Michigan
$435K +$43.2K +235 +16%
OA
950
Operose Advisors
Wisconsin
$434K – – –