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Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1301
Lee, Danner & Bass
Tennessee
$790K +$52.9K +2,351 +7%
CII
1302
Capital International Inc
California
$786K +$103K +4,571 +15%
WBWA
1303
William B. Walkup & Associates
South Carolina
$785K
RDWM
1304
Red Door Wealth Management
Tennessee
$784K +$38.6K +1,717 +5%
FNA
1305
First National Advisers
Nebraska
$783K -$1.55K -69 -0.2%
BAM
1306
BOS Asset Management
Illinois
$779K -$11.2K -497 -1%
NFG
1307
Nadler Financial Group
Illinois
$778K +$158 +7 +0%
PIA
1308
Perennial Investment Advisors
California
$778K +$19.1K +849 +3%
SAM
1309
Strive Asset Management
Ohio
$776K +$767K +34,074 New
GFG
1310
Goldstone Financial Group
Illinois
$776K +$52K +2,311 +7%
MWA
1311
Meridian Wealth Advisors
Texas
$775K
HA
1312
Huntleigh Advisors
Missouri
$773K +$764K +33,943 New
GC
1313
Gilbert & Cook
Iowa
$772K +$19.6K +873 +3%
BBI
1314
Baxter Bros Inc
Connecticut
$771K -$61.1K -2,714 -7%
MAMG
1315
Milestone Asset Management Group
Connecticut
$769K +$760K +33,760 New
MWA
1316
Midland Wealth Advisors
Illinois
$769K -$57.9K -2,574 -7%
TAM
1317
Tealwood Asset Management
Minnesota
$766K -$10.8K -481 -1%
RWM
1318
RKL Wealth Management
Pennsylvania
$764K +$433K +19,220 +134%
CAC
1319
Certified Advisory Corp
Florida
$763K -$23.6K -1,050 -3%
GWM
1320
Gray Wealth Management
Maine
$761K -$3.22K -143 -0.4%
NFA
1321
Northern Financial Advisors
Michigan
$761K -$29.5K -1,309 -4%
CGL
1322
Clarius Group LLC
Washington
$761K +$42K +1,866 +6%
RMDI
1323
R.M. Davis Inc
Maine
$760K -$68.1K -3,026 -8%
MVA
1324
Mount Vernon Associates
Maryland
$760K
CA
1325
Calton & Associates
Florida
$759K -$514K -22,840 -41%