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Name Holding Trade Value Shares
Change
Change in
Stake
AI
2051
Arvest Investments
Arkansas
$505K +$476K +10,991 +1,638%
APW
2052
Austin Private Wealth
Texas
$504K +$35.9K +830 +8%
NI
2053
Natural Investments
California
$504K +$67.3K +1,553 +15%
LSIA
2054
LaSalle St. Investment Advisors
Illinois
$504K +$75.3K +1,738 +18%
DBRC
2055
D.B. Root & Company
Pennsylvania
$503K -$6.84K -158 -1%
CA
2056
Capital Advantage
California
$502K +$13.2K +305 +3%
Fayez Sarofim & Co
2057
Fayez Sarofim & Co
Texas
$501K -$2.17K -50 -0.4%
KFA
2058
Krane Funds Advisors
New York
$501K +$124K +2,868 +33%
WAC
2059
William Allan Corp
Colorado
$499K +$5.63K +130 +1%
SCM
2060
Stonehearth Capital Management
Massachusetts
$497K -$24.7K -570 -5%
FPWM
2061
FSB Premier Wealth Management
Iowa
$496K -$7.32K -169 -1%
PA
2062
Prossimo Advisors
California
$495K -$96.6K -2,231 -16%
BWA
2063
Beam Wealth Advisors
Louisiana
$494K -$92.9K -2,146 -16%
DBIA
2064
Dumont & Blake Investment Advisors
New Jersey
$493K -$3.16K -73 -0.6%
PH
2065
Pinnacle Holdings
Oklahoma
$490K +$22.4K +518 +5%
I2I
2066
Insight 2811 Inc
Illinois
$490K -$56.1K -1,295 -10%
CAS
2067
CTC Alternative Strategies
Illinois
$489K +$279K +6,450 +133%
LSWP
2068
Liberty Square Wealth Partners
Pennsylvania
$489K +$13.9K +321 +3%
RCI
2069
RS Crum Inc
California
$489K
VAS
2070
Vestmark Advisory Solutions
Massachusetts
$489K +$489K +11,290 New
EAM
2071
Empirical Asset Management
Massachusetts
$488K +$9.27K +214 +2%
NEWAS
2072
N.E.W. Advisory Services
Wisconsin
$488K +$32.6K +752 +7%
SFG
2073
Sovereign Financial Group
Connecticut
$488K +$8.1K +187 +2%
BFWA
2074
Benchmark Financial Wealth Advisors
Florida
$487K +$42K +969 +9%
MW
2075
MBL Wealth
North Carolina
$487K +$34.2K +789 +8%