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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1776
BDO Wealth Advisors
Florida
$493K -$26.8K -1,278 -5%
RPWA
1777
Regent Peak Wealth Advisors
Georgia
$493K -$24.9K -1,184 -5%
MA
1778
MBA Advisors
Pennsylvania
$492K -$29.2K -1,390 -5%
SLA
1779
Silver Lake Advisory
Utah
$492K +$16.8K +801 +3%
CIC
1780
Cutler Investment Counsel
Oregon
$491K +$20.3K +964 +4%
SFP
1781
Shepherd Financial Partners
Massachusetts
$491K +$505K +24,015 New
M
1782
MOTCO
Texas
$490K -$6.66M -317,046 -93%
RIM
1783
Reliant Investment Management
Tennessee
$490K +$505K +24,023 New
AFS
1784
Axiom Financial Strategies
Indiana
$489K +$27.2K +1,297 +6%
PFG
1785
Piershale Financial Group
Illinois
$488K +$5.99K +285 +1%
FIM
1786
Freedom Investment Management
Connecticut
$486K -$1.16M -55,058 -70%
CICI
1787
Capital Investment Counsel Inc
North Carolina
$483K -$19.6K -934 -4%
CFSG
1788
Clark Financial Services Group
Missouri
$483K +$94.2K +4,483 +23%
IWA
1789
Inspirion Wealth Advisors
Illinois
$482K +$21K +1,001 +4%
IAP
1790
Indie Asset Partners
Indiana
$482K +$48.8K +2,325 +11%
CG
1791
Corundum Group
Colorado
$482K +$53.4K +2,542 +12%
OWA
1792
Opal Wealth Advisors
New York
$481K -$69.3K -3,298 -12%
GWAM
1793
Guardian Wealth Advisors (Minnesota)
Minnesota
$481K -$69.1K -3,291 -12%
LWA
1794
Lineweaver Wealth Advisors
Ohio
$479K +$287K +13,668 +139%
PIA
1795
Pinion Investment Advisors
Kansas
$478K +$17K +808 +4%
GWM
1796
Gray Wealth Management
Maine
$476K -$4.05K -193 -0.8%
LIA
1797
LBMC Investment Advisors
Tennessee
$476K
GWM
1798
GSB Wealth Management
Connecticut
$475K -$114K -5,420 -19%
DTL
1799
Dynamic Technology Lab
Singapore
$475K +$488K +23,247 New
VCM
1800
Vivaldi Capital Management
Illinois
$474K -$2.48K -118 -0.5%