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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1826
Albion Financial Group
Utah
$625K -$324K -8,030 -35%
APG
1827
Abacus Planning Group
South Carolina
$624K -$51.5K -1,279 -8%
PG
1828
Proffitt & Goodson
Tennessee
$624K +$4.96K +123 +0.8%
RSWM
1829
Robertson Stephens Wealth Management
California
$624K +$41K +1,017 +7%
DOA
1830
D'Orazio & Associates
Virginia
$623K +$143K +3,536 +31%
SSWM
1831
Sheets Smith Wealth Management
North Carolina
$621K +$59.7K +1,481 +11%
PP
1832
Patron Partners
Texas
$621K +$31.4K +780 +5%
WAL
1833
W Advisors LLC
Tennessee
$620K +$3.38K +84 +0.6%
DF
1834
Donoghue Forlines
Massachusetts
$617K -$30.9K -767 -5%
AGA
1835
Accuvest Global Advisors
Utah
$617K -$180K -4,472 -29%
ESB
1836
Essex Savings Bank
Connecticut
$616K +$43.8K +1,086 +8%
FC
1837
FCA Corp
Texas
$616K +$6.45K +160 +1%
AIA
1838
Angeles Investment Advisors
California
$615K -$109K -2,709 -15%
CAS
1839
Coppell Advisory Solutions
Texas
$615K +$601K +14,903 New
WG
1840
Winton Group
United Kingdom
$614K -$585K -14,510 -49%
AWE
1841
Avidian Wealth Enterprises
Texas
$611K +$56.7K +1,406 +10%
LF
1842
Lantz Financial
Illinois
$610K -$16.2K -403 -3%
BAM
1843
Blueshift Asset Management
New Jersey
$610K +$596K +14,786 New
PWP
1844
Phillips Wealth Planners
Mississippi
$609K +$67.5K +1,675 +13%
PCM
1845
Palisade Capital Management
New Jersey
$609K – – –
MCWA
1846
Meadow Creek Wealth Advisors
Georgia
$608K -$19.5K -483 -3%
Members Trust
1847
Members Trust
Florida
$607K -$3.95K -98 -0.7%
SIS
1848
Sound Income Strategies
Florida
$607K +$97.2K +2,412 +20%
CV
1849
Counterweight Ventures
North Carolina
$607K -$35.5K -881 -6%
AIA
1850
Alera Investment Advisors
Illinois
$606K +$592K +14,700 New