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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1201
Central Bank & Trust
Kentucky
$447K +$187K +757 +82%
4A
1202
4Wealth Advisors
Illinois
$446K -$50.5K -205 -11%
BW
1203
Blalock Williams
Alabama
$446K +$12.6K +51 +3%
WA
1204
WESPAC Advisors
California
$445K +$42.2K +171 +11%
CC
1205
Chicago Capital
Illinois
$444K +$410K +1,664 New
WDA
1206
Wendell David Associates
New Hampshire
$441K – – –
CWP
1207
Cyndeo Wealth Partners
Florida
$441K +$14.3K +58 +4%
I
1208
InceptionR
California
$440K +$76.2K +309 +23%
OWA
1209
One Wealth Advisors
California
$438K -$360K -1,459 -47%
PSP
1210
Pacific Sage Partners
Washington
$437K – – –
CAG
1211
Crestwood Advisors Group
Massachusetts
$436K +$178K +724 +79%
HBW
1212
Hazlett, Burt & Watson
West Virginia
$434K +$29.6K +120 +8%
QFA
1213
Quantum Financial Advisors
California
$434K – – –
FCI
1214
Financial Counselors Inc
Kansas
$433K +$115K +466 +40%
NCM
1215
Narwhal Capital Management
Georgia
$431K -$503K -2,041 -56%
RIP
1216
RAM Investment Partners
Washington
$430K -$19.5K -79 -5%
PWMAG
1217
Pinnacle Wealth Management Advisory Group
New Jersey
$429K -$6.9K -28 -2%
Fisher Asset Management
1218
Fisher Asset Management
Washington
$427K +$17.7K +72 +5%
WLPWM
1219
Walled Lake Planning & Wealth Management
Illinois
$427K -$57.4K -233 -13%
YLHM
1220
Yelin Lapidot Holdings Management
Israel
$422K -$7.39K -30 -2%
PCI
1221
Planning Center Inc
Illinois
$422K – – –
JFGIW
1222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$422K +$199K +807 +104%
B
1223
Bellecapital
Switzerland
$422K – – –
FCMA
1224
Foresight Capital Management Advisors
Michigan
$421K +$22.9K +93 +6%
EWA
1225
Exencial Wealth Advisors
Oklahoma
$419K -$493 -2 -0.1%