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Name Holding Trade Value Shares
Change
Change in
Stake
Bragg Financial Advisors
1501
Bragg Financial Advisors
North Carolina
$628K +$35.6K +1,408 +6%
CA
1502
Claro Advisors
Massachusetts
$627K -$121K -4,795 -16%
WH
1503
Willner & Heller
California
$627K +$6.38K +252 +1%
AWS
1504
Arkfeld Wealth Strategies
Nebraska
$626K +$6.71K +265 +1%
AA
1505
Alta Advisers
United Kingdom
$626K -$347K -13,700 -35%
AWAG
1506
ARS Wealth Advisors Group
Florida
$623K +$35.8K +1,415 +6%
SB
1507
Sunflower Bank
Texas
$621K +$104K +4,100 +20%
MJRIC
1508
Mogy Joel R Investment Counsel
California
$621K – – –
MWM
1509
MinichMacGregor Wealth Management
New York
$619K -$232K -9,146 -27%
PWM
1510
Partnership Wealth Management
Maryland
$617K – – –
FB
1511
First Bancorp
Maine
$617K – – –
JGIA
1512
Jackson Grant Investment Advisers
Connecticut
$616K +$1.14K +45 +0.2%
WRPWM
1513
Werba Rubin Papier Wealth Management
California
$614K +$15.9K +629 +3%
EFG International
1514
EFG International
$613K +$625K +24,672 New
SSCM
1515
Spectrum Strategic Capital Management
Oregon
$613K -$1.56M -61,441 -71%
APG
1516
Abacus Planning Group
South Carolina
$613K -$51.6K -2,039 -8%
IAA
1517
Ironsides Asset Advisors
North Carolina
$610K +$51 +2 +0%
DCA
1518
DSG Capital Advisors
Minnesota
$608K -$3.54K -140 -0.5%
FWA
1519
FSM Wealth Advisors
Ohio
$606K -$88.4K -3,491 -13%
SouthState Corp
1520
SouthState Corp
Florida
$606K -$44.5K -1,757 -7%
SWA
1521
SFMG Wealth Advisors
Texas
$605K +$55K +2,171 +10%
RZH
1522
Relyea Zuckerberg Hanson
Connecticut
$603K -$29.1K -1,148 -5%
SVWAG
1523
Sound View Wealth Advisors Group
Georgia
$602K -$120K -4,758 -16%
Focus Financial Network
1524
Focus Financial Network
Minnesota
$602K +$106K +4,186 +21%
SAM
1525
Sagewood Asset Management
New York
$600K +$612K +24,155 New