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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1501
Legacy Financial Advisors
Kentucky
$333K -$21.5K -1,465 -6%
WQ
1502
Wealth Quarterback
New Jersey
$331K -$12.6K -860 -4%
CIC
1503
Carnegie Investment Counsel
Ohio
$331K -$133K -9,084 -29%
CWM
1504
Cahaba Wealth Management
Georgia
$329K -$10.6K -721 -3%
XT
1505
XTX Topco
Cayman Islands
$329K +$90.2K +6,155 +39%
AF
1506
Advisornet Financial
Minnesota
$329K -$71.2K -4,855 -18%
WP
1507
WealthSource Partners
California
$329K -$45.8K -3,122 -12%
TCMP
1508
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K -$141K -9,603 -30%
FFBTD
1509
First Financial Bank - Trust Division
Ohio
$327K -$3.1M -211,803 -91%
WA
1510
Wealth Advisors
California
$327K +$2.07K +141 +0.7%
DAM
1511
Derbend Asset Management
Georgia
$327K -$13.2K -901 -4%
FP
1512
Financial Perspectives
Minnesota
$327K -$16.6K -1,131 -5%
SVWAG
1513
Sound View Wealth Advisors Group
Georgia
$327K -$88.1K -6,009 -22%
JGIA
1514
Jackson Grant Investment Advisers
Connecticut
$326K -$4.27K -291 -1%
BL
1515
Balentine LLC
Georgia
$326K -$83.1K -5,667 -21%
ROTUOC
1516
Regents of the University of California
California
$326K
PAG
1517
Powers Advisory Group
Illinois
$326K -$37.7K -2,573 -11%
SFWC
1518
Strategic Family Wealth Counselors
New Jersey
$325K +$8.21K +560 +3%
PA
1519
Prossimo Advisors
California
$325K -$1.99K -136 -0.6%
MYIA
1520
Mount Yale Investment Advisors
Colorado
$325K +$9.66K +659 +3%
GFG
1521
Goldstone Financial Group
Illinois
$325K -$23.2K -1,581 -7%
CRWM
1522
Castle Rock Wealth Management
California
$324K +$3.77K +257 +1%
RRA
1523
Round Rock Advisors
Connecticut
$324K -$293K -20,000 -48%
HWM
1524
Hohimer Wealth Management
Washington
$323K -$22K -1,500 -7%
MP
1525
McDonald Partners
Ohio
$323K -$333K -22,684 -51%