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Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
1026
W.H. Cornerstone Investments
Massachusetts
$531K -$279K -1,314 -33%
BAAM
1027
Baker Avenue Asset Management
California
$531K -$3.1M -14,608 -85%
TPI
1028
Trust Point Inc
Wisconsin
$530K -$26.7K -126 -5%
EWA
1029
EverSource Wealth Advisors
Alabama
$530K -$15.5K -73 -3%
AWE
1030
Avidian Wealth Enterprises
Texas
$529K -$36K -170 -6%
MW
1031
Marble Wealth
Alabama
$527K +$551K +2,598 New
KCIC
1032
Kuhn & Co Investment Counsel
Illinois
$525K +$636 +3 +0.1%
MWM
1033
Meadowbrook Wealth Management
New York
$524K +$62.5K +295 +13%
LAM
1034
L2 Asset Management
Massachusetts
$524K +$59.8K +282 +12%
ICP
1035
Interchange Capital Partners
Pennsylvania
$523K -$10.8K -51 -2%
CI
1036
Conning Inc
Connecticut
$519K +$30.5K +144 +6%
IP
1037
Ignite Planners
California
$518K +$30.7K +145 +6%
WA
1038
WBH Advisory
Maryland
$517K -$87.8K -414 -14%
VVP
1039
Venture Visionary Partners
Ohio
$516K +$1.7K +8 +0.3%
CCWM
1040
Cassaday & Co Wealth Management
Virginia
$515K – – –
VCM
1041
Voleon Capital Management
California
$514K -$1.96M -9,260 -79%
SEA
1042
Stegent Equity Advisors
Texas
$512K -$424 -2 -0.1%
BOH
1043
Bank of Hawaii
Hawaii
$511K -$14.2K -67 -3%
CFS
1044
Coordinated Financial Services
Colorado
$504K -$25.9K -122 -5%
FBT
1045
First Bank & Trust
South Dakota
$502K -$4.45K -21 -0.8%
OWA
1046
One Wealth Advisors
California
$500K -$119K -563 -19%
BBA
1047
Baader Bank Aktiengesellschaft
Germany
$497K +$113K +533 +27%
OF
1048
Outfitter Financial
Maine
$496K +$518K +2,445 New
Luther King Capital Management (LKCM)
1049
Luther King Capital Management (LKCM)
Texas
$494K -$31.6K -149 -6%
AM
1050
AGF Management
Ontario, Canada
$492K -$767K -3,618 -60%