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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1626
Arvest Investments
Arkansas
$519K -$38.5K -1,519 -7%
WPW
1627
Winthrop Partners - WNY
New York
$518K +$528K +20,866 New
JLBC
1628
J.L. Bainbridge & Co
Florida
$518K -$2.25K -89 -0.4%
QIM
1629
Quest Investment Management
Oregon
$518K
APW
1630
Austin Private Wealth
Texas
$517K -$89.1K -3,520 -14%
ACG
1631
Allen Capital Group
Nebraska
$515K -$91.2K -3,602 -15%
TB
1632
Terril Brothers
Missouri
$515K
OL
1633
OneFund LLC
Florida
$514K +$27.1K +1,069 +5%
TNB
1634
Thomasville National Bank
Georgia
$514K +$114K +4,511 +28%
RPGK
1635
Retirement Planning Group (Kansas)
Kansas
$514K +$22.5K +889 +4%
SF
1636
Slagle Financial
Illinois
$513K -$71.9K -2,841 -12%
KA
1637
Klingman & Associates
New York
$513K +$18.4K +726 +4%
GPW
1638
Gentry Private Wealth
Kansas
$512K -$74.5K -2,944 -13%
WMA
1639
West Michigan Advisors
Michigan
$510K +$36.2K +1,429 +7%
BC
1640
Broadwater Capital
Massachusetts
$510K -$759 -30 -0.1%
AW
1641
Alchemi Wealth
Connecticut
$509K +$518K +20,473 New
HIA
1642
Harbor Investment Advisory
Maryland
$508K -$35K -1,384 -6%
WAG
1643
Winthrop Advisory Group
Massachusetts
$507K +$3.75K +148 +0.7%
MWA
1644
Midland Wealth Advisors
Illinois
$507K -$93.6K -3,699 -15%
RFA
1645
Resurgent Financial Advisors
Georgia
$507K -$72K -2,843 -12%
FG
1646
Foster Group
Iowa
$506K +$36.2K +1,431 +8%
WSA
1647
Wealth Science Advisors
Georgia
$505K +$515K +20,325 New
PHS
1648
Pekin Hardy Strauss
Illinois
$504K +$962 +38 +0.2%
AP
1649
Anchyra Partners
Georgia
$504K +$513K +20,279 New
WI
1650
WrapManager Inc
California
$503K -$114K -4,501 -18%