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Name Holding Trade Value Shares
Change
Change in
Stake
TWI
2276
Thomas White International
Illinois
$474K
EP
2277
EPIQ Partners
Minnesota
$474K +$48.9K +938 +11%
WAG
2278
Winthrop Advisory Group
Massachusetts
$473K +$48.8K +935 +11%
IAG
2279
Investmark Advisory Group
Connecticut
$473K +$476K +9,119 New
GD
2280
Grandfield & Dodd
New York
$470K -$22.4K -429 -5%
TCOK
2281
Trust Company of Kansas
Kansas
$470K -$17.6K -337 -4%
PWAG
2282
Polaris Wealth Advisory Group
California
$470K
RC
2283
Reik & Co
New York
$469K
CG
2284
Corundum Group
Colorado
$469K +$78.6K +1,507 +20%
NEWAS
2285
N.E.W. Advisory Services
Wisconsin
$469K +$104K +2,002 +28%
WB
2286
West Bancorporation
Iowa
$469K +$471K +9,033 New
CF
2287
Corrigan Financial
Rhode Island
$468K +$45.9K +879 +11%
PMA
2288
Prudent Man Advisors
Illinois
$468K -$85K -1,629 -15%
MAM
2289
Morse Asset Management
Connecticut
$468K -$4.17K -80 -0.9%
RWRC
2290
R.W. Roge & Company
New York
$468K +$242K +4,638 +111%
LF
2291
LifeSteps Financial
California
$467K -$68.5K -1,313 -13%
WF
2292
Wayfinding Financial
Washington
$467K +$476K +9,131 New
AO
2293
Advisor OS
Illinois
$466K +$46.4K +890 +11%
KWS
2294
Keystone Wealth Services
California
$466K +$468K +8,961 New
DW
2295
Domani Wealth
Pennsylvania
$465K +$30.1K +576 +7%
VCM
2296
Vigilant Capital Management
Maine
$465K +$429K +8,215 +1,119%
MF
2297
Montis Financial
Massachusetts
$464K +$258K +4,953 +124%
ME
2298
McIlrath & Eck
Washington
$463K +$50.6K +969 +12%
AWA
2299
Acorn Wealth Advisors
Michigan
$462K -$46.8K -897 -9%
LIA
2300
LBMC Investment Advisors
Tennessee
$462K -$2.66K -51 -0.6%