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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1501
Atwood & Palmer
Missouri
$258K -$99.8K -600 -28%
SI
1502
Seeds Investor
New York
$257K -$53K -319 -17%
SC
1503
Sapient Capital
Indiana
$256K -$16.8K -101 -6%
LFG
1504
Larson Financial Group
Missouri
$256K +$42.6K +256 +20%
ACM
1505
Aquatic Capital Management
Illinois
$256K -$2.35M -14,116 -90%
TIA
1506
Tiemann Investment Advisors
California
$254K +$4.16K +25 +2%
AWM
1507
Axxcess Wealth Management
California
$254K -$5.49K -33 -2%
BWP
1508
BSW Wealth Partners
Colorado
$254K +$256K +1,541 New
CAAS
1509
Capital Asset Advisory Services
Michigan
$252K -$5.49K -33 -2%
EA
1510
Everpar Advisors
Oklahoma
$247K -$31.3K -188 -11%
V
1511
VeraBank
Texas
$247K -$10.3K -62 -4%
BHA
1512
Beech Hill Advisors
New York
$246K – – –
MA
1513
MJP Associates
Connecticut
$245K -$1.33K -8 -0.5%
WIC
1514
Woodmont Investment Counsel
Tennessee
$245K -$4.32K -26 -2%
SL
1515
SWMG LLC
Texas
$242K -$2.33K -14 -0.9%
BFW
1516
Brady Family Wealth
Missouri
$242K +$8.81K +53 +4%
FFA
1517
Founders Financial Alliance
North Carolina
$241K +$243K +1,464 New
MWM
1518
Meridian Wealth Management
Kentucky
$240K -$30.9K -186 -11%
SMA
1519
Sage Mountain Advisors
Georgia
$240K -$73.8K -444 -23%
WIM
1520
Wittenberg Investment Management
Massachusetts
$240K -$23.8K -143 -9%
CWM
1521
Cahill Wealth Management
Michigan
$240K +$166 +1 +0.1%
BHWM
1522
Bar Harbor Wealth Management
New Hampshire
$239K +$2.33K +14 +1%
JWCA
1523
J.W. Coons Advisors
Ohio
$239K – – –
KCFA
1524
Key Client Fiduciary Advisors
New Jersey
$239K -$5.16K -31 -2%
FFG
1525
Fiduciary Financial Group
California
$238K -$12.6K -76 -4%