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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1901
Austin Asset Management
Texas
$706K
AAM
1902
Aureus Asset Management
Massachusetts
$706K +$220K +705 +56%
KWA
1903
Kellett Wealth Advisors
Ohio
$705K +$7.47K +24 +1%
BEI
1904
Benjamin Edwards Inc
Missouri
$705K +$242K +777 +66%
AWAG
1905
ARS Wealth Advisors Group
Florida
$703K -$121K -387 -17%
ACG
1906
Allen Capital Group
Nebraska
$702K +$18.7K +60 +3%
FPIS
1907
Financial Planning & Information Services
Wisconsin
$702K +$31.8K +102 +6%
AWM
1908
Altus Wealth Management
Kentucky
$698K -$46.7K -150 -7%
BDF
1909
Black Diamond Financial
Maryland
$697K +$46.7K +150 +8%
AWA
1910
Amplius Wealth Advisors
Pennsylvania
$696K +$28K +90 +5%
ARMC
1911
American Research & Management Company
Massachusetts
$694K
LFS
1912
Legacy Financial Strategies
Kansas
$694K +$934 +3 +0.2%
VCM
1913
Versant Capital Management
Arizona
$691K -$1.87K -6 -0.3%
EHC
1914
Everett Harris & Co
California
$689K -$233K -747 -28%
SB
1915
Simmons Bank
Arkansas
$689K +$145K +465 +32%
FFA
1916
Freedman Financial Associates
Massachusetts
$688K
TPW
1917
Tiller Private Wealth
Pennsylvania
$688K +$14.9K +48 +3%
VAS
1918
Vestmark Advisory Solutions
Massachusetts
$688K +$285K +915 +92%
PFWA
1919
Paces Ferry Wealth Advisors
Georgia
$688K +$596K +1,914 New
IFA
1920
Index Fund Advisors
California
$685K -$103K -330 -15%
MWA
1921
MFA Wealth Advisors
Pennsylvania
$685K +$17.8K +57 +3%
PPW
1922
Pasadena Private Wealth
California
$684K -$24.3K -78 -4%
MWA
1923
Motive Wealth Advisors
Michigan
$682K +$591K +1,899 New
MA
1924
MUFG Americas
New York
$681K +$271K +870 +85%
FWIA
1925
Fort Washington Investment Advisors
Ohio
$679K