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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1826
Valley National Advisers
Pennsylvania
$365K -$26.2K -77 -7%
SFWA
1827
Summit Financial Wealth Advisors
Louisiana
$364K +$354K +1,040 New
MFA
1828
Mayflower Financial Advisors
Massachusetts
$364K -$77.2K -227 -18%
LWM
1829
Lyell Wealth Management
California
$364K -$431K -1,268 -55%
MFGM
1830
Marshall Financial Group (Maryland)
Maryland
$363K -$1.49M -4,385 -81%
KCM
1831
Kanawha Capital Management
Virginia
$363K -$12.6K -37 -3%
PFG
1832
Putney Financial Group
California
$363K
UAG
1833
United Advisor Group
Ohio
$362K -$309K -910 -47%
AFG
1834
Allegheny Financial Group
Pennsylvania
$362K -$8.84K -26 -2%
WAM
1835
Wakefield Asset Management
Colorado
$362K
Massachusetts Financial Services
1836
Massachusetts Financial Services
Massachusetts
$361K -$8.05M -23,664 -96%
JWA
1837
JFS Wealth Advisors
Pennsylvania
$360K -$120K -354 -26%
WPW
1838
Waldron Private Wealth
Pennsylvania
$359K +$4.76K +14 +1%
AAIM
1839
Asset Advisors Investment Management
Georgia
$359K
CCM
1840
Cinctive Capital Management
New York
$359K +$349K +1,025 New
KFGK
1841
Keystone Financial Group (Kentucky)
Kentucky
$358K -$23.8K -70 -6%
CA
1842
Calton & Associates
Florida
$358K -$62.6K -184 -15%
WSA
1843
Warm Springs Advisors
California
$358K -$97.9K -288 -22%
EB
1844
Exchange Bank
California
$357K +$680 +2 +0.2%
FPWM
1845
FSB Premier Wealth Management
Iowa
$357K +$1.02K +3 +0.3%
SPC
1846
Spirepoint Private Client
Florida
$357K -$165K -485 -32%
RIA
1847
Richwood Investment Advisors
Ohio
$357K +$94.5K +278 +26%
AWM
1848
Atticus Wealth Management
Florida
$357K -$10.5K -31 -3%
HIM
1849
Harbour Investment Management
Washington
$357K
GWSG
1850
GPS Wealth Strategies Group
Colorado
$356K -$869K -2,556 -72%