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Name Holding Trade Value Shares
Change
Change in
Stake
LEA
2251
Legacy Edge Advisors
New York
$326K +$48.6K +532 +17%
RCWM
2252
Royal Capital Wealth Management
Indiana
$325K +$365 +4 +0.1%
AIM
2253
Axiom Investment Management
New York
$325K – – –
SF
2254
Slagle Financial
Illinois
$324K -$456 -5 -0.1%
FPI
2255
Financial Plan Inc
Washington
$324K – – –
RYIA
2256
Roehl & Yi Investment Advisors
Oregon
$324K +$6.75K +74 +2%
CA
2257
Claro Advisors
Massachusetts
$324K -$80K -877 -20%
ZCP
2258
Z3 Capital Partners
Virginia
$323K -$41.8K -458 -11%
PIN
2259
Prudent Investors Network
California
$323K +$9.31K +102 +3%
PCM
2260
Pointe Capital Management
Michigan
$323K -$35.3K -387 -10%
AA
2261
Apriem Advisors
California
$323K +$9.13K +100 +3%
B
2262
Bayban
Minnesota
$322K -$71.8K -787 -18%
TWM
2263
Topsail Wealth Management
North Carolina
$322K +$730 +8 +0.2%
VCP
2264
Verus Capital Partners
Arizona
$321K -$65.5K -718 -17%
BW
2265
Basepoint Wealth
Iowa
$321K -$18.2K -199 -5%
TAM
2266
Titleist Asset Management
Texas
$321K +$12.3K +135 +4%
MA
2267
MJP Associates
Connecticut
$321K +$73.7K +807 +30%
AAA
2268
Andrews Advisory Associates
Hawaii
$321K +$456 +5 +0.1%
CB
2269
Centennial Bank
Arkansas
$320K – – –
WFG
2270
Wills Financial Group
Virginia
$320K +$322K +3,531 New
SW
2271
SteelPeak Wealth
California
$320K +$28.1K +308 +10%
AT
2272
Adelphi Trust
Florida
$320K +$20.6K +226 +7%
CSC
2273
Caldwell Sutter Capital
California
$320K – – –
FPFC
2274
Financial Planning Fort Collins
Colorado
$320K -$4.38K -48 -1%
KFAS
2275
Keating Financial Advisory Services
Kansas
$319K -$1.09K -12 -0.3%