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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
2401
Quantum Financial Advisors
California
$259K -$990 -2 -0.3%
JC
2402
JB Capital
Connecticut
$259K -$47K -95 -14%
DIP
2403
DT Investment Partners
Pennsylvania
$258K -$36.6K -74 -11%
OFG
2404
Oxford Financial Group
Indiana
$258K -$184K -371 -39%
V
2405
VeraBank
Texas
$258K +$2.48K +5 +0.9%
FNWM
2406
Financial Network Wealth Management
Utah
$257K
BCP
2407
Berkeley Capital Partners
Georgia
$257K -$33.2K -67 -10%
OWA
2408
Opal Wealth Advisors
New York
$257K -$24.3K -49 -8%
PL
2409
Plancorp LLC
Missouri
$256K -$27.2K -55 -9%
CMS
2410
Capital Market Strategies
Florida
$256K
BWS
2411
Broadway Wealth Solutions
Texas
$256K +$285K +576 New
VCP
2412
Vista Capital Partners
Oregon
$255K +$49.5K +100 +21%
BI
2413
Bolthouse Investments
California
$254K +$283K +571 New
BO
2414
Bank OZK
Arkansas
$253K -$37.1K -75 -12%
MW
2415
Members Wealth
Pennsylvania
$253K +$270K +546 New
TMWM
2416
Taylor & Morgan Wealth Management
Michigan
$253K -$177K -357 -39%
CFS
2417
CGC Financial Services
Oregon
$252K
ML
2418
McAdam LLC
Pennsylvania
$252K +$33.7K +68 +14%
LSWP
2419
Liberty Square Wealth Partners
Pennsylvania
$251K +$270K +546 New
BHBT
2420
Burke & Herbert Bank & Trust
Virginia
$251K
TA
2421
TFG Advisers
Michigan
$250K -$4.95K -10 -2%
WF
2422
WoodTrust Financial
Wisconsin
$250K -$4.46K -9 -2%
SFG
2423
Synergy Financial Group
California
$250K -$1.98K -4 -0.7%
MTWM
2424
Masso Torrence Wealth Management
New Jersey
$249K -$13.9K -28 -5%
LFG
2425
Lockerman Financial Group
California
$249K