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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1451
Court Place Advisors
Maryland
$442K -$91.5K -5,361 -18%
DMBA
1452
Deseret Mutual Benefit Administrators
Utah
$442K -$191K -11,199 -31%
LCWP
1453
Legacy Capital Wealth Partners
Arkansas
$440K -$98.5K -5,769 -19%
MJRIC
1454
Mogy Joel R Investment Counsel
California
$440K
JF
1455
JSF Financial
California
$439K -$10.9K -638 -2%
RWA
1456
Redhawk Wealth Advisors
Minnesota
$439K +$71.2K +4,171 +20%
GWM
1457
Gitterman Wealth Management
New Jersey
$439K +$426K +24,919 New
LF
1458
LifePlan Financial
Minnesota
$438K -$50.5K -2,958 -11%
SVWAG
1459
Sound View Wealth Advisors Group
Georgia
$438K +$78.8K +4,616 +23%
PWM
1460
Partnership Wealth Management
Maryland
$438K
PWM
1461
PBMares Wealth Management
Virginia
$437K -$10.2K -600 -2%
OWA
1462
Octavia Wealth Advisors
Ohio
$436K -$184K -10,777 -30%
RFN
1463
RDA Financial Network
Iowa
$436K -$23.3K -1,362 -5%
CAL
1464
Capital Analysts LLC
Pennsylvania
$436K -$4.05K -237 -0.9%
ECU
1465
Eisler Capital (UK)
United Kingdom
$436K +$423K +24,753 New
MIS
1466
Morningstar Investment Services
Illinois
$435K -$234K -13,730 -36%
OWM
1467
OneAscent Wealth Management
Alabama
$435K -$188 -11 -0%
Financial Engines Advisors
1468
Financial Engines Advisors
California
$433K +$151K +8,814 +56%
BAM
1469
Brave Asset Management
New Jersey
$433K -$8.54K -500 -2%
BIA
1470
Beacon Investment Advisors
Maryland
$433K -$2.05K -120 -0.5%
MSFP
1471
Mark Sheptoff Financial Planning
Connecticut
$433K +$142K +8,300 +51%
SJIM
1472
St. Johns Investment Management
Florida
$431K +$16.1K +940 +4%
TBA
1473
Tower Bridge Advisors
Pennsylvania
$429K -$43.4K -2,544 -9%
JLBC
1474
J.L. Bainbridge & Co
Florida
$428K -$311K -18,218 -43%
GA
1475
Geller Advisors
New York
$428K +$98.8K +5,786 +31%