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Name Holding Trade Value Shares
Change
Change in
Stake
MAG
2376
M3 Advisory Group
Massachusetts
$269K +$17.9K +37 +8%
TLP
2377
Trinity Legacy Partners
Texas
$268K -$1.45K -3 -0.6%
ZIG
2378
Zuckerman Investment Group
Illinois
$268K – – –
LOPW
2379
Live Oak Private Wealth
North Carolina
$266K -$5.81K -12 -2%
LWA
2380
Lineweaver Wealth Advisors
Ohio
$266K +$12.6K +26 +6%
MWA
2381
Motive Wealth Advisors
Michigan
$264K -$14K -29 -6%
MF
2382
Meridian Financial
Massachusetts
$264K – – –
RTC
2383
Riverview Trust Company
Washington
$264K – – –
BFA
2384
Beacon Financial Advisory
Ohio
$264K +$230K +475 New
CFO
2385
Collective Family Office
Pennsylvania
$263K -$13.6K -28 -6%
KPWG
2386
KFA Private Wealth Group
Virginia
$263K +$2.9K +6 +1%
AA
2387
AJ Advisors
Tennessee
$263K +$17.9K +37 +8%
SWA
2388
SOA Wealth Advisors
New York
$263K -$63.9K -132 -22%
WW
2389
Westshore Wealth
California
$262K – – –
CWM
2390
Chemistry Wealth Management
New York
$262K +$6.78K +14 +3%
TWP
2391
Tyche Wealth Partners
Texas
$261K -$76K -157 -25%
MWP
2392
Meridian Wealth Partners
Pennsylvania
$260K +$7.75K +16 +4%
WFA
2393
Wellspring Financial Advisors
Ohio
$260K +$5.33K +11 +2%
ACA
2394
Atlas Capital Advisors
Wyoming
$259K – – –
W
2395
Wealthquest
Ohio
$259K – – –
TI
2396
TTP Investments
California
$258K -$2.26M -4,664 -91%
BFS
2397
Bard Financial Services
Connecticut
$258K – – –
FB
2398
First Bancorp
Maine
$258K – – –
UAM
2399
Unison Asset Management
Florida
$258K – – –
CWA
2400
Consilio Wealth Advisors
Washington
$258K -$1.45K -3 -0.6%