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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1126
Evergreen Wealth Solutions
Pennsylvania
$448K -$150K -1,204 -22%
KFA
1127
Kelleher Financial Advisors
New York
$446K +$36.6K +293 +7%
KA
1128
Kovack Advisors
Florida
$446K +$19.6K +157 +4%
GCM
1129
Gallacher Capital Management
Colorado
$446K +$27.6K +221 +5%
BBNA
1130
Bremer Bank National Association
Minnesota
$445K -$625 -5 -0.1%
IAN
1131
Integrated Advisors Network
Texas
$445K -$76.1K -609 -12%
BB
1132
Berkshire Bank
Massachusetts
$442K -$1K -8 -0.2%
MWM
1133
Meridian Wealth Management
Kentucky
$441K +$4.25K +34 +0.8%
CBT
1134
Crews Bank & Trust
Florida
$439K -$15.5K -124 -3%
FFA
1135
First Foundation Advisors
California
$438K -$1.13K -9 -0.2%
DAS
1136
Dynamic Advisor Solutions
Arizona
$436K +$523K +4,182 New
NS
1137
NBC Securities
Alabama
$436K +$522K +4,177 +208,850%
MMPW
1138
Mitchell McLeod Pugh & Williams
Alabama
$435K
FSA
1139
Franklin Street Advisors
North Carolina
$432K -$1.25K -10 -0.2%
GM
1140
GeoWealth Management
Illinois
$432K -$286K -2,287 -36%
OF
1141
Optimize Financial
California
$431K +$516K +4,126 New
SFG
1142
Shum Financial Group
California
$430K +$9.37K +75 +2%
GLA
1143
Good Life Advisors
Pennsylvania
$430K -$123K -981 -19%
CGL
1144
Clarius Group LLC
Washington
$429K +$92.9K +743 +22%
CVM
1145
Cheviot Value Management
California
$429K +$570K +4,558 New
DTC
1146
Davidson Trust Company
Washington
$427K
GWANC
1147
Guardian Wealth Advisors (North Carolina)
North Carolina
$424K -$3.87K -31 -0.8%
SWM
1148
SeaCrest Wealth Management
New York
$423K -$78.7K -630 -13%
GWAM
1149
Guardian Wealth Advisors (Minnesota)
Minnesota
$422K +$13K +104 +3%
AG
1150
AIA Group
Hong Kong
$421K +$504K +4,033 New