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Name Holding Trade Value Shares
Change
Change in
Stake
PGIM Custom Harvest
2401
PGIM Custom Harvest
New Jersey
$298K -$577 -1 -0.2%
CWM
2402
C2C Wealth Management
Arizona
$298K -$108K -188 -27%
EBWM
2403
Eagle Bluffs Wealth Management
Missouri
$298K – – –
AT
2404
American Trust
Kentucky
$298K +$46.1K +80 +19%
LFA
2405
Landmark Financial Advisors
Kentucky
$297K -$14.4K -25 -5%
ATWA
2406
Arbor Trust Wealth Advisors
Michigan
$295K -$138K -240 -33%
AWA
2407
Acorn Wealth Advisors
Michigan
$295K -$577 -1 -0.2%
WG
2408
Watchman Group
Texas
$295K +$285K +494 New
DIM
2409
Delta Investment Management
California
$295K +$285K +494 New
RCG
2410
Regatta Capital Group
California
$294K -$43.3K -75 -13%
NC
2411
NinePointTwo Capital
California
$293K -$302K -524 -52%
LOPW
2412
Live Oak Private Wealth
North Carolina
$292K – – –
FNWM
2413
Financial Network Wealth Management
Utah
$292K – – –
FWM
2414
FMA Wealth Management
Massachusetts
$291K +$281K +488 New
TLP
2415
Trinity Legacy Partners
Texas
$291K -$3.46K -6 -1%
TFA
2416
Teamwork Financial Advisors
Texas
$291K +$281K +487 New
CA
2417
Callahan Advisors
Texas
$290K – – –
FNT
2418
First Nebraska Trust
Nebraska
$290K – – –
SC
2419
Seldon Capital
California
$290K – – –
MCA
2420
Magnolia Capital Advisors
Mississippi
$289K +$45K +78 +20%
IBOK
2421
Independence Bank of Kentucky
Kentucky
$289K +$240K +416 +612%
SP
2422
Successful Portfolios
Florida
$288K -$3.46K -6 -1%
CCG
2423
Catalina Capital Group
California
$288K +$278K +482 New
WSWA
2424
Warren Street Wealth Advisors
California
$287K +$12.1K +21 +5%
Kayne Anderson Rudnick Investment Management
2425
Kayne Anderson Rudnick Investment Management
California
$286K +$27.1K +47 +11%