Name Holding Trade Value Shares
Change
Change in
Stake
HR
1301
Howe & Rusling
New York
$490K – – –
AW
1302
ACG Wealth
Georgia
$489K +$37.3K +233 +8%
BAAM
1303
Baker Avenue Asset Management
California
$486K -$55.6K -347 -10%
TPWA
1304
TRUE Private Wealth Advisors
Oregon
$486K +$29.3K +183 +6%
BA
1305
Ballew Advisors
Mississippi
$485K – – –
FMN
1306
Financial Management Network
California
$482K +$961 +6 +0.2%
HNWAG
1307
High Net Worth Advisory Group
Florida
$482K +$5.76K +36 +1%
BDFN
1308
Bond & Devick Financial Network
Minnesota
$482K +$16K +100 +3%
PWP
1309
Principle Wealth Partners
Connecticut
$482K +$16K +100 +3%
QI
1310
Qtron Investments
Massachusetts
$479K -$224K -1,398 -30%
DWA
1311
Douglass Winthrop Advisors
New York
$478K -$16.8K -105 -3%
BFIM
1312
Beese Fulmer Investment Management
Ohio
$478K -$1.12K -7 -0.2%
DG
1313
DMC Group
Alabama
$477K -$115K -719 -19%
CWM
1314
Congress Wealth Management
Massachusetts
$475K -$80.1K -500 -13%
CWP
1315
CFM Wealth Partners
Texas
$474K -$16K -100 -3%
CWM
1316
C2C Wealth Management
Arizona
$474K – – –
TA
1317
Tectonic Advisors
Texas
$474K +$84.1K +525 +20%
WAM
1318
WFA Asset Management
Wisconsin
$473K +$290K +1,810 +131%
KFA
1319
Kelleher Financial Advisors
New York
$473K +$20.2K +126 +4%
MAM
1320
Mystic Asset Management
Rhode Island
$472K +$30.9K +193 +6%
ACP
1321
Aveo Capital Partners
Colorado
$470K +$150K +937 +42%
WF
1322
WoodTrust Financial
Wisconsin
$466K +$120K +752 +31%
GW
1323
GW & Wade
Massachusetts
$460K +$34.9K +218 +8%
SIC
1324
Sigma Investment Counselors
Michigan
$459K -$1.44K -9 -0.3%
TCWM
1325
Total Clarity Wealth Management
Illinois
$458K -$6.4K -40 -1%