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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
2151
Strategic Wealth Management Group
Maryland
$295K -$95.4K -818 -24%
SAF
2152
Smith Anglin Financial
Texas
$295K -$933 -8 -0.3%
MA
2153
MBA Advisors
Pennsylvania
$294K
RDWM
2154
Red Door Wealth Management
Tennessee
$294K +$296K +2,539 New
OFS
2155
Oldfather Financial Services
Nebraska
$293K +$466 +4 +0.2%
IP
2156
Innovative Portfolios
Indiana
$293K +$52.2K +448 +22%
FFS
2157
Founders Financial Securities
Maryland
$292K +$117 +1 +0%
EWA
2158
Encompass Wealth Advisors
Oregon
$290K
RA
2159
Riversedge Advisors
Delaware
$290K
SIC
2160
Shoker Investment Counsel
Ohio
$289K +$466 +4 +0.2%
SW
2161
SkyOak Wealth
Michigan
$288K +$26.5K +227 +10%
NWM
2162
Northwest Wealth Management
Iowa
$288K +$289K +2,482 New
RCC
2163
Red Cedar Capital
Nebraska
$287K
FC
2164
Financial Consulate
Maryland
$286K -$28.9K -248 -9%
TWM
2165
TriaGen Wealth Management
California
$286K -$11.7K -100 -4%
ZCM
2166
Ziegler Capital Management
Illinois
$286K -$3.5K -30 -1%
CFO
2167
Collective Family Office
Pennsylvania
$286K
RWI
2168
Red Wave Investments
Pennsylvania
$286K +$11.2K +96 +4%
HI
2169
Humankind Investments
New York
$286K +$288K +2,468 New
BS
2170
Bessemer Securities
New York
$285K
Cohen & Steers
2171
Cohen & Steers
New York
$285K
RP
2172
Rowlandmiller & Partners
Georgia
$284K -$20.4K -175 -7%
PO
2173
Private Ocean
California
$283K
MA
2174
MCF Advisors
Kentucky
$283K +$68.4K +587 +32%
BFC
2175
Bedel Financial Consulting
Indiana
$282K -$2.68K -23 -0.9%