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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2251
Landmark Financial Advisors
Kentucky
$267K +$32.5K +62 +13%
CFS
2252
Commonwealth Financial Services
West Virginia
$267K +$274K +523 New
AWM
2253
Avior Wealth Management
Nebraska
$267K -$6.3K -12 -2%
PWA
2254
Physician Wealth Advisors
Utah
$266K -$27.3K -52 -9%
UF
2255
Univest Financial
Pennsylvania
$266K +$15.7K +30 +6%
OAM
2256
Occidental Asset Management
California
$265K
I
2257
IMPACTfolio
Colorado
$264K -$49.8K -95 -15%
NFP
2258
Narus Financial Partners
Utah
$264K -$2.1K -4 -0.8%
RTC
2259
Riverview Trust Company
Washington
$264K
KA
2260
Kure Advisory
Minnesota
$264K +$271K +517 New
AFG
2261
Alterity Financial Group
Maine
$263K +$31.5K +60 +13%
DA
2262
DSC Advisors
Illinois
$262K -$11K -21 -4%
SIC
2263
SJS Investment Consulting
Ohio
$261K +$40.9K +78 +18%
OR
2264
Olympiad Research
Connecticut
$261K -$177K -337 -40%
LI
2265
Lafayette Investments
Maryland
$261K +$9.97K +19 +4%
PWM
2266
Paulson Wealth Management
Illinois
$260K
CAM
2267
Crestone Asset Management
Colorado
$260K +$4.2K +8 +2%
ZIG
2268
Zuckerman Investment Group
Illinois
$260K +$23.1K +44 +9%
PCMF
2269
Private Capital Management (Florida)
Florida
$259K
SWA
2270
Sutton Wealth Advisors
Florida
$259K +$13.1K +25 +5%
CA
2271
Cornerstone Advisory
Maryland
$255K +$19.9K +38 +8%
BBA
2272
Braun-Bostich & Associates
Pennsylvania
$255K +$263K +501 New
FNWM
2273
Financial Network Wealth Management
Utah
$255K
CWP
2274
Core Wealth Partners
California
$255K +$262K +500 New
PCH
2275
PGIM Custom Harvest
New Jersey
$255K -$7.87K -15 -3%