Name Holding Trade Value Shares
Change
Change in
Stake
SNS Financial Group
2251
SNS Financial Group
Minnesota
$493K -$123K -418 -21%
TWA
2252
Trace Wealth Advisors
California
$493K -$1.17K -4 -0.2%
WIM
2253
Westside Investment Management
California
$491K -$587 -2 -0.1%
CS
2254
Capital Square
Tennessee
$491K +$474K +1,614 New
EPM
2255
Elm Partners Management
Pennsylvania
$490K +$26.1K +89 +6%
1SB
2256
1ST Source Bank
Indiana
$490K -$6.75K -23 -1%
IIC
2257
Integrated Investment Consultants
Michigan
$489K +$30.8K +105 +7%
SMG
2258
Smart Money Group
Texas
$489K -$44.9K -153 -9%
SIS
2259
Sound Income Strategies
Florida
$487K +$71.6K +244 +21%
Truepoint Inc
2260
Truepoint Inc
Ohio
$487K +$139K +474 +42%
PAP
2261
Persistent Asset Partners
Hong Kong
$486K +$469K +1,600 New
CIAS
2262
CFS Investment Advisory Services
New Jersey
$485K – – –
PW
2263
Pandora Wealth
Illinois
$485K +$176K +601 +60%
CFS
2264
CRA Financial Services
New Jersey
$484K -$24.9K -85 -5%
AFA
2265
Arlington Financial Advisors
California
$484K +$96.8K +330 +26%
MEG
2266
Millstone Evans Group
Colorado
$484K -$24.6K -84 -5%
TM
2267
TigerOak Management
New Mexico
$481K +$79.2K +270 +21%
FFA
2268
Florida Financial Advisors
Florida
$481K -$7.33K -25 -2%
EL
2269
EWA LLC
Pennsylvania
$481K +$21.1K +72 +5%
UFA
2270
Unify Financial Advisors
Florida
$480K +$463K +1,579 New
CI
2271
Cambiar Investors
Colorado
$480K -$16.9M -57,601 -97%
SDWIA
2272
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$479K +$9.98K +34 +2%
SC
2273
Shay Capital
New York
$479K +$462K +1,575 New
RSWM
2274
Robertson Stephens Wealth Management
California
$479K +$26.4K +90 +6%
KWM
2275
Keebeck Wealth Management
Illinois
$478K +$88K +300 +24%