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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2426
Fermata Advisors
California
$330K +$48.9K +423 +17%
PCM
2427
Prelude Capital Management
New York
$329K +$337K +2,913 New
HFS
2428
Hopwood Financial Services
Virginia
$329K +$336K +2,905 New
DSN
2429
D. Scott Neal
Kentucky
$328K – – –
HIMS
2430
Hager Investment Management Services
New Hampshire
$328K +$335K +2,898 New
ZB
2431
Zions Bancorporation
Utah
$327K +$2.66K +23 +0.8%
CVA
2432
Central Valley Advisors
California
$327K -$8.78K -76 -3%
LWM
2433
Lionshead Wealth Management
New York
$327K +$334K +2,889 New
LKBC
2434
L.K. Benson & Company
Maryland
$326K +$333K +2,885 New
JCM
2435
Jacobsen Capital Management
Utah
$326K +$2.77K +24 +0.8%
EW
2436
Enzi Wealth
Texas
$326K -$3.93K -34 -1%
EFG
2437
Ethos Financial Group
Pennsylvania
$325K +$40.4K +350 +14%
BIP Wealth
2438
BIP Wealth
Georgia
$325K -$29.7K -257 -8%
EA
2439
Enclave Advisors
Texas
$325K -$693 -6 -0.2%
ONST
2440
Old North State Trust
North Carolina
$324K -$19.2K -166 -5%
FFG
2441
Frisch Financial Group
New York
$324K +$44.1K +382 +15%
SFM
2442
Signet Financial Management
New Jersey
$323K -$20.6K -178 -6%
GPWM
2443
Grant Private Wealth Management
California
$323K +$330K +2,854 New
SIC
2444
Shoker Investment Counsel
Ohio
$323K -$347 -3 -0.1%
LFA
2445
Livelsberger Financial Advisory
Ohio
$322K +$347 +3 +0.1%
WA
2446
WealthTrust Axiom
Pennsylvania
$321K -$2.89K -25 -0.9%
GHA
2447
GW Henssler & Associates
Georgia
$321K – – –
TWM
2448
Tanager Wealth Management
United Kingdom
$321K +$63.1K +546 +24%
FFG
2449
Fiduciary Financial Group
California
$321K +$32.1K +278 +11%
ECM
2450
Elgethun Capital Management
South Dakota
$321K +$21K +182 +7%