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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2451
Sterling Wealth Management
Illinois
$382K +$370K +2,809 New
SPA
2452
Sherbrooke Park Advisers
New York
$381K +$370K +2,803 New
DSN
2453
D. Scott Neal
Kentucky
$381K -$13.2K -100 -3%
SJL
2454
Shayne & Jacobs LLC
Tennessee
$381K – – –
GF
2455
Gimbal Financial
Indiana
$379K +$527 +4 +0.1%
WPA
2456
Wealth Preservation Advisors
Tennessee
$379K -$3.69K -28 -1%
CSWG
2457
Cardinal Strategic Wealth Guidance
Kentucky
$379K -$791 -6 -0.2%
CAM
2458
Congress Asset Management
Massachusetts
$378K -$98.5K -747 -21%
ML
2459
McAdam LLC
Pennsylvania
$378K +$49.7K +377 +16%
APW
2460
Aventura Private Wealth
Florida
$378K +$791 +6 +0.2%
HIMS
2461
Hager Investment Management Services
New Hampshire
$377K -$20.6K -156 -5%
BIA
2462
Bell Investment Advisors
California
$376K +$134K +1,013 +58%
NBWM
2463
North Berkeley Wealth Management
California
$376K +$115K +870 +46%
CCM
2464
Crew Capital Management
Ohio
$375K -$1.98K -15 -0.5%
ESBC
2465
E.S. Barr & Co
Kentucky
$375K +$13.2K +100 +4%
GSF
2466
Grove Street Fiduciary
New Hampshire
$373K -$3.3K -25 -0.9%
EW
2467
Elyxium Wealth
California
$373K +$15.8K +120 +5%
RWP
2468
Revolve Wealth Partners
New Jersey
$373K +$33.8K +256 +10%
GSCM
2469
Greenfield Seitz Capital Management
Texas
$373K +$361K +2,740 New
LIA
2470
LBMC Investment Advisors
Tennessee
$371K – – –
OPTFSNA
2471
Old Point Trust & Financial Services N A
Virginia
$371K -$188K -1,428 -34%
CA
2472
Carson Advisory
Georgia
$371K +$132 +1 +0%
OIA
2473
Optimum Investment Advisors
Illinois
$371K -$2.11K -16 -0.6%
AIFAIM
2474
American Institute for Advanced Investment Management
Arizona
$370K – – –
NRW
2475
Nova R Wealth
Kansas
$370K -$64.9K -492 -15%