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Name Holding Trade Value Shares
Change
Change in
Stake
JSA
2451
Jacobson & Schmitt Advisors
Wisconsin
$320K +$9.24K +80 +3%
CA
2452
Carson Advisory
Georgia
$318K -$809 -7 -0.2%
AEPWM
2453
Atlantic Edge Private Wealth Management
Florida
$318K +$5.43K +47 +2%
SJL
2454
Shayne & Jacobs LLC
Tennessee
$317K
OR
2455
Olympiad Research
Connecticut
$317K +$323K +2,799 New
NRI
2456
NFP Retirement Inc
California
$316K +$231 +2 +0.1%
MCP
2457
Mirador Capital Partners
California
$316K
SFC
2458
Strategic Financial Concepts
Texas
$316K +$323K +2,792 New
CSWG
2459
Cardinal Strategic Wealth Guidance
Kentucky
$316K
OWM
2460
Opes Wealth Management
California
$314K +$3.93K +34 +1%
CFO
2461
Collective Family Office
Pennsylvania
$313K
PCH
2462
PGIM Custom Harvest
New Jersey
$313K +$86.1K +745 +37%
PFWA
2463
Paces Ferry Wealth Advisors
Georgia
$313K -$1.16K -10 -0.4%
LA
2464
LexAurum Advisors
Kansas
$312K +$114K +986 +56%
CCM
2465
Crew Capital Management
Ohio
$310K
IF
2466
Ironwood Financial
Arizona
$309K -$578 -5 -0.2%
CMP
2467
Coston McIsaac & Partners
Maine
$309K +$1.39K +12 +0.4%
OIA
2468
Optimum Investment Advisors
Illinois
$308K
NCTC
2469
New Covenant Trust Company
Indiana
$308K -$5.55K -48 -2%
BCA
2470
Bray Capital Advisors
Florida
$308K -$38.1K -330 -11%
STFP
2471
Signal Tree Financial Partners
Ohio
$307K +$314K +2,715 New
CWA
2472
Clearview Wealth Advisors
Oregon
$307K -$2.54K -22 -0.8%
RWM
2473
Revisor Wealth Management
Ohio
$306K -$160K -1,388 -34%
AWA
2474
Acorn Wealth Advisors
Michigan
$306K
BHC
2475
Bowen Hanes & Co
Florida
$306K