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Name Holding Trade Value Shares
Change
Change in
Stake
RMF
2476
Red Mountain Financial
Colorado
$236K – – –
SIM
2477
SSI Investment Management
California
$236K – – –
PFA
2478
Pettinga Financial Advisors
Indiana
$235K – – –
SCI
2479
S&CO Inc
Massachusetts
$235K – – –
TWA
2480
Talisman Wealth Advisors
New Jersey
$235K – – –
TWP
2481
Triad Wealth Partners
Kansas
$233K +$25.8K +89 +12%
WAG
2482
Winthrop Advisory Group
Massachusetts
$233K +$580 +2 +0.2%
CWA
2483
Carolina Wealth Advisors
South Carolina
$230K +$160K +552 +209%
IG
2484
IFS Group
Pennsylvania
$230K +$224K +771 New
BFP
2485
Briaud Financial Planning
Texas
$230K – – –
RFN
2486
RDA Financial Network
Iowa
$230K -$26.4K -91 -10%
EWS
2487
Evergreen Wealth Solutions
Pennsylvania
$229K -$29.6K -102 -11%
KFA
2488
Krane Funds Advisors
New York
$229K -$42.9K -148 -16%
SLA
2489
Silver Lake Advisory
Utah
$229K +$2.03K +7 +0.9%
LAS
2490
Lloyd Advisory Services
Georgia
$229K -$9.28K -32 -4%
SWM
2491
Sterling Wealth Management
Illinois
$229K – – –
LAM
2492
Lifestyle Asset Management
Texas
$229K +$235K +810 New
AFA
2493
American Financial Advisors
Georgia
$229K +$1.74K +6 +0.7%
GLF
2494
Groupe la Francaise
France
$228K +$2.9K +10 +1%
TFA
2495
Tranquilli Financial Advisor
New Jersey
$228K +$22.6K +78 +11%
EDRH
2496
Edmond de Rothschild Holding
Switzerland
$227K -$95.7K -330 -29%
WN
2497
Williams & Novak
California
$226K -$34.5K -119 -13%
ACA
2498
Ascension Capital Advisors
Texas
$226K – – –
OWCM
2499
One Wealth Capital Management
Arizona
$225K +$17.4K +60 +8%
WCM
2500
Wedge Capital Management
North Carolina
$224K – – –