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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1726
Laidlaw Wealth Management
New York
$283K +$54.5K +234 +24%
AOWM
1727
Alpha Omega Wealth Management
Virginia
$281K – – –
OFG
1728
Oxford Financial Group
Indiana
$280K +$39.4K +169 +16%
PA
1729
Parkside Advisors
California
$280K – – –
VWA
1730
Visionary Wealth Advisors
Illinois
$280K +$38K +163 +16%
FNBSF
1731
First National Bank Sioux Falls
South Dakota
$280K – – –
MWA
1732
Martel Wealth Advisors
Washington
$280K – – –
TC
1733
Tacita Capital
Ontario, Canada
$280K – – –
CB
1734
Centennial Bank
Arkansas
$279K +$4.66K +20 +2%
LRWA
1735
Long Run Wealth Advisors
New York
$279K – – –
FAG
1736
Financial Advisory Group
Texas
$279K +$23.3K +100 +9%
TAM
1737
Trillium Asset Management
Massachusetts
$277K -$117K -503 -30%
APA
1738
Astoria Portfolio Advisors
New York
$275K -$179K -770 -41%
FNB
1739
Farmers National Bank
Kentucky
$275K -$11.6K -50 -4%
PWP
1740
Phillips Wealth Planners
Mississippi
$275K -$2.56K -11 -0.9%
TCB
1741
Texas Capital Bancshares
Texas
$274K +$274K +1,177 New
MCM
1742
Monument Capital Management
Virginia
$273K +$9.09K +39 +3%
CFS
1743
CRA Financial Services
New Jersey
$273K -$113K -484 -29%
NPT
1744
National Philanthropic Trust
Pennsylvania
$273K +$273K +1,170 New
SCM
1745
Stonehearth Capital Management
Massachusetts
$272K – – –
WSWA
1746
Warren Street Wealth Advisors
California
$271K -$2.56K -11 -0.9%
SF
1747
Symphony Financial
Texas
$271K -$496K -2,130 -65%
SIG
1748
Stonegate Investment Group
Alabama
$271K +$9.55K +41 +4%
CFGSD
1749
Compass Financial Group (South Dakota)
South Dakota
$270K +$233 +1 +0.1%
SSI
1750
Scott & Selber Inc
Texas
$270K – – –