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Name Holding Trade Value Shares
Change
Change in
Stake
Sunburst Financial Group
2426
Sunburst Financial Group
Alabama
$473K -$28.9K -84 -6%
AFWM
2427
Arta Finance Wealth Management
California
$473K +$3.78K +11 +0.8%
ORG Wealth Partners
2428
ORG Wealth Partners
Texas
$472K -$53.7K -156 -10%
Destination Wealth Management
2429
Destination Wealth Management
California
$472K +$224K +652 +87%
FDW
2430
Fourth Dimension Wealth
Ohio
$472K +$62.6K +182 +15%
KMG Fiduciary Partners
2431
KMG Fiduciary Partners
Ohio
$470K +$479K +1,391 New
IWN
2432
Independent Wealth Network
Iowa
$469K +$10.7K +31 +2%
DTC
2433
Davidson Trust Company
Washington
$469K +$22.4K +65 +5%
IIC
2434
Integrated Investment Consultants
Michigan
$469K -$76.7K -223 -14%
MEAC
2435
M.E. Allison & Co
Texas
$468K +$3.1K +9 +0.7%
Sound Income Strategies
2436
Sound Income Strategies
Florida
$468K -$18.6K -54 -4%
SYM Financial Corp
2437
SYM Financial Corp
Indiana
$466K +$20K +58 +4%
BDL
2438
Banque de Luxembourg
Luxembourg
$465K -$163K -473 -26%
JWM
2439
Jeppson Wealth Management
California
$464K -$22K -64 -4%
Carmignac Gestion
2440
Carmignac Gestion
France
$464K -$251K -728 -35%
MCWA
2441
Meadow Creek Wealth Advisors
Georgia
$463K +$17.9K +52 +4%
PCS
2442
Private Client Services
Kentucky
$460K +$105K +305 +29%
Weatherly Asset Management
2443
Weatherly Asset Management
California
$458K -$18.6K -54 -4%
Simmons Bank
2444
Simmons Bank
Arkansas
$458K -$46.5K -135 -9%
DWM
2445
Defined Wealth Management
Oregon
$458K +$10K +29 +2%
Concentric Capital Strategies
2446
Concentric Capital Strategies
Connecticut
$457K +$7.23K +21 +2%
RWMG
2447
Redwood Wealth Management Group
New Jersey
$455K +$18.9K +55 +4%
Beaumont Financial Advisors
2448
Beaumont Financial Advisors
Massachusetts
$454K +$19.6K +57 +4%
JWBC
2449
J.W. Burns & Co
New York
$454K +$21.3K +62 +5%
Parcion Private Wealth
2450
Parcion Private Wealth
Washington
$453K +$58.8K +171 +15%