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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1551
Kelleher Financial Advisors
New York
$1.14M -$934 -3 -0.1%
HM Payson & Co
1552
HM Payson & Co
Maine
$1.13M -$256K -822 -21%
OFS
1553
OneAscent Financial Services
Alabama
$1.13M +$981K +3,150 New
IA
1554
IFG Advisors
Missouri
$1.13M -$30.8K -99 -3%
WPWM
1555
Western Pacific Wealth Management
Illinois
$1.13M +$28K +90 +3%
FWM
1556
Frontier Wealth Management
Missouri
$1.13M +$135K +432 +14%
TCM
1557
Teza Capital Management
Illinois
$1.13M +$385K +1,236 +65%
Gradient Investments
1558
Gradient Investments
Minnesota
$1.13M -$130K -417 -12%
FSA
1559
Fort Sheridan Advisors
Illinois
$1.13M +$103K +330 +12%
ATIA
1560
American Trust Investment Advisors
New Hampshire
$1.13M – – –
CAC
1561
Certified Advisory Corp
Florida
$1.13M +$59.8K +192 +7%
TRIA
1562
Trail Ridge Investment Advisors
Colorado
$1.13M +$228K +732 +31%
MRWM
1563
ML&R Wealth Management
Texas
$1.12M +$15.9K +51 +2%
RCM
1564
RB Capital Management
Nevada
$1.12M +$147K +471 +18%
TW
1565
Transform Wealth
Colorado
$1.12M -$9.34K -30 -1%
EIA
1566
Eldridge Investment Advisors
New Hampshire
$1.12M – – –
FC
1567
Family CFO
California
$1.11M – – –
IGWM
1568
ICA Group Wealth Management
Colorado
$1.11M +$1.46M +4,680 New
FC
1569
Financial Consulate
Maryland
$1.11M – – –
MFS
1570
Madrona Financial Services
Washington
$1.11M – – –
S
1571
Surevest
California
$1.11M +$715K +2,295 +284%
CWG
1572
Crown Wealth Group
North Carolina
$1.11M +$966K +3,102 New
ZIMP
1573
Zimmermann Investment Management & Planning
Pennsylvania
$1.11M +$4.67K +15 +0.5%
CH
1574
Canton Hathaway
Rhode Island
$1.11M -$280K -900 -23%
TNA
1575
True North Advisors
Texas
$1.1M -$8.41K -27 -0.9%