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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2501
Pettinga Financial Advisors
Indiana
$233K – – –
TWA
2502
Talisman Wealth Advisors
New Jersey
$232K -$16.1K -57 -6%
MAG
2503
M3 Advisory Group
Massachusetts
$232K +$19K +67 +9%
SCI
2504
S&CO Inc
Massachusetts
$232K – – –
ACA
2505
Affinity Capital Advisors
California
$231K -$9.06K -32 -4%
COCM
2506
Charter Oak Capital Management
New Hampshire
$231K +$32K +113 +16%
ABTD
2507
Arvest Bank Trust Division
Oklahoma
$231K +$33.4K +118 +17%
Loomis, Sayles & Company
2508
Loomis, Sayles & Company
Massachusetts
$231K +$4.53K +16 +2%
I
2509
INVST
Indiana
$231K +$21.2K +75 +10%
LWM
2510
LJI Wealth Management
Indiana
$230K – – –
SXL
2511
Summit X LLC
Missouri
$230K -$152K -536 -39%
IPWA
2512
International Private Wealth Advisors
California
$230K -$21.5K -76 -8%
WAG
2513
Winthrop Advisory Group
Massachusetts
$230K +$5.38K +19 +2%
BTWM
2514
Brass Tax Wealth Management
Ohio
$229K +$9.63K +34 +4%
TCOTS
2515
Trust Company of the South
North Carolina
$228K -$4.82K -17 -2%
GFG
2516
Goldstone Financial Group
Illinois
$228K -$1.42K -5 -0.7%
BFP
2517
Briaud Financial Planning
Texas
$227K +$59.2K +209 +34%
SPFA
2518
Summit Place Financial Advisors
New Jersey
$227K – – –
DE
2519
Diversified Enterprises
Delaware
$227K -$150K -529 -39%
SWM
2520
Sterling Wealth Management
Illinois
$226K +$229K +810 New
BFAG
2521
Blackston Financial Advisory Group
Florida
$225K +$6.8K +24 +3%
BFPW
2522
BOK Financial Private Wealth
Colorado
$225K +$227K +800 +13,333%
TC
2523
TFR Capital
Texas
$225K +$21.2K +75 +10%
SLA
2524
Silver Lake Advisory
Utah
$225K +$1.7K +6 +0.8%
AFA
2525
American Financial Advisors
Georgia
$225K +$1.42K +5 +0.6%