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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1051
Transcend Capital Advisors
New Jersey
$339K -$153K -2,013 -30%
CMP
1052
Coston McIsaac & Partners
Maine
$338K +$5.33K +70 +2%
FTWA
1053
Fifth Third Wealth Advisors
Ohio
$338K -$13.2K -173 -4%
AC
1054
AIFG Consultants
New York
$338K -$685 -9 -0.2%
PPWP
1055
Premier Path Wealth Partners
New Jersey
$337K -$83.4K -1,096 -19%
VFA
1056
Valeo Financial Advisors
Indiana
$332K -$366K -4,816 -52%
CAG
1057
Csenge Advisory Group
Florida
$332K +$39.2K +515 +13%
AIM
1058
Athena Investment Management
California
$330K
OCBCO
1059
Oversea-Chinese Banking Corp (OCBC)
Singapore
$329K +$340K +4,468 New
FCM
1060
Family Capital Management
Michigan
$325K +$50.8K +668 +18%
ZBNA
1061
Zions Bancorporation, National Association
Utah
$325K +$181K +2,377 +117%
IA
1062
IFG Advisory
Georgia
$324K -$11.2K -147 -3%
NAM
1063
NorthCrest Asset Manangement
Minnesota
$323K +$68.4K +899 +25%
BIG
1064
Brooklyn Investment Group
New York
$322K +$116K +1,523 +54%
AW
1065
Avion Wealth
Texas
$322K -$3.19K -42 -1%
MC
1066
Machina Capital
France
$320K +$331K +4,346 New
QWM
1067
Quadcap Wealth Management
Texas
$320K +$6.47K +85 +2%
SPFA
1068
Summit Place Financial Advisors
New Jersey
$317K -$304 -4 -0.1%
CPIA
1069
Cornell Pochily Investment Advisors
New York
$316K +$38.3K +504 +13%
HWMG
1070
Hurlow Wealth Management Group
Indiana
$316K -$28.8K -379 -8%
LA
1071
Lifeworks Advisors
Michigan
$316K +$33.6K +442 +11%
CIA
1072
Caerus Investment Advisors
Texas
$316K +$326K +4,286 New
SFWC
1073
Strategic Family Wealth Counselors
New Jersey
$314K -$77.1K -1,013 -20%
CST
1074
Charles Schwab Trust
Nevada
$313K +$3.8K +50 +1%
NWM
1075
Northcape Wealth Management
New York
$310K