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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1001
RFG Advisory
Alabama
$480K +$45.6K +479 +12%
CPA
1002
Clear Perspective Advisors
Illinois
$480K +$236K +2,479 +100%
FFA
1003
First Foundation Advisors
California
$478K +$6.18K +65 +1%
CA
1004
Cambridge Advisors
Nebraska
$476K -$19K -200 -4%
BOS
1005
Bingham Osborn & Scarborough
California
$475K +$1.9K +20 +0.5%
PFGIA
1006
Patriot Financial Group Insurance Agency
Massachusetts
$472K -$1.71K -18 -0.4%
MWC
1007
MKD Wealth Coaches
Michigan
$470K – – –
CAM
1008
Cresset Asset Management
Illinois
$467K +$415K +4,368 New
Fisher Asset Management
1009
Fisher Asset Management
Washington
$462K +$7.99K +84 +2%
CWP
1010
Capital Wealth Planning
Florida
$457K +$99.6K +1,047 +34%
GTAM
1011
Global Trust Asset Management
Florida
$455K +$390K +4,100 +2,645%
BHWM
1012
Bar Harbor Wealth Management
New Hampshire
$449K -$79.9K -840 -17%
JWS
1013
Juncture Wealth Strategies
Arizona
$449K -$47.6K -500 -11%
FMWA
1014
Forvis Mazars Wealth Advisors
Missouri
$447K +$31.4K +330 +9%
ACA
1015
Atlas Capital Advisors
Wyoming
$446K +$21.4K +225 +6%
NCM
1016
Northside Capital Management
Oregon
$445K +$125K +1,315 +46%
BFIM
1017
Beese Fulmer Investment Management
Ohio
$444K +$121K +1,275 +44%
PVWM
1018
Point View Wealth Management
New Jersey
$442K – – –
FMLI
1019
Fukoku Mutual Life Insurance
Japan
$438K +$152K +1,600 +64%
VBFP
1020
Valtinson Bruner Financial Planning
Minnesota
$437K -$8.56K -90 -2%
AP
1021
Appleton Partners
Massachusetts
$436K – – –
ACA
1022
Aptus Capital Advisors
Alabama
$434K -$92.2K -969 -19%
NIM
1023
Northeast Investment Management
Massachusetts
$432K +$64.2K +675 +20%
SLT
1024
St Louis Trust
Missouri
$428K – – –
TFS
1025
Thoroughbred Financial Services
Tennessee
$428K +$99.9K +1,050 +36%