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Name Holding Trade Value Shares
Change
Change in
Stake
EAN
2551
Excelsior Advisor Network
Colorado
$268K +$32.3K +286 +12%
EPIMS
2552
Evelyn Partners Investment Management Services
$268K -$94.4K -836 -24%
AC
2553
Attessa Capital
Arizona
$268K – – –
CM
2554
Cercano Management
Washington
$268K – – –
Menora Mivtachim Holdings
2555
Menora Mivtachim Holdings
Israel
$267K -$123M -1,092,688 -100%
SFSG
2556
Sound Financial Strategies Group
Mississippi
$267K -$354K -3,133 -55%
LKIM
2557
Lawson Kroeker Investment Management
Nebraska
$267K – – –
HKIMG
2558
Hutchens & Kramer Investment Management Group
Indiana
$266K -$20K -177 -6%
NRI
2559
NFP Retirement Inc
California
$266K +$14K +124 +5%
STFP
2560
Signal Tree Financial Partners
Ohio
$266K -$1.47K -13 -0.5%
GWM
2561
Gilpin Wealth Management
Colorado
$266K -$21.5K -190 -7%
SHA
2562
Seneca House Advisors
Virginia
$266K -$2.37K -21 -0.8%
HIF
2563
Hill Island Financial
Michigan
$265K -$30K -266 -9%
SWM
2564
SHP Wealth Management
Massachusetts
$265K +$20.6K +182 +8%
TC
2565
TAGStone Capital
North Carolina
$265K +$292K +2,584 New
CWM
2566
Centric Wealth Management
Illinois
$264K -$41.8K -370 -11%
LGW
2567
Leslie Global Wealth
Illinois
$264K -$26K -230 -8%
LI
2568
Lafayette Investments
Maryland
$264K – – –
RFA
2569
Resurgent Financial Advisors
Georgia
$264K +$64.9K +575 +29%
Bowen Hanes & Co
2570
Bowen Hanes & Co
Florida
$264K -$7.57K -67 -3%
OWM
2571
Orca Wealth Management
Florida
$263K -$2.48K -22 -0.9%
JSA
2572
Jacobson & Schmitt Advisors
Wisconsin
$263K -$30.5K -270 -10%
HCM
2573
Hengehold Capital Management
Ohio
$262K – – –
WP
2574
WealthShield Partners
North Carolina
$261K -$11.6K -103 -4%
OWA
2575
Opal Wealth Advisors
New York
$261K -$13.7K -121 -5%