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Name Holding Trade Value Shares
Change
Change in
Stake
IAMOG
2726
Investors Asset Management of Georgia
Georgia
$243K – – –
PCI
2727
Planning Center Inc
Illinois
$242K – – –
CWM
2728
CarsonAllaria Wealth Management
Illinois
$242K +$1.07K +3 +0.4%
JFA
2729
JNBA Financial Advisors
Minnesota
$242K -$16.4K -46 -6%
PAM
2730
Peak Asset Management
Colorado
$242K – – –
PSCM
2731
Per Stirling Capital Management
Texas
$242K +$4.63K +13 +2%
HP
2732
HT Partners
Connecticut
$241K – – –
TCM
2733
Traub Capital Management
Massachusetts
$241K -$5.35K -15 -2%
HR
2734
Hardy Reed
Mississippi
$240K +$10.7K +30 +5%
MJFG
2735
Mars Jewett Financial Group
Washington
$239K +$1.07K +3 +0.4%
Karpus Investment Management
2736
Karpus Investment Management
New York
$239K – – –
MAG
2737
Mokosak Advisory Group
Iowa
$239K -$22.8K -64 -9%
PFM
2738
Patton Fund Management
Texas
$239K – – –
SF
2739
Sun Financial
Utah
$238K -$4.99K -14 -2%
AGP
2740
Autumn Glory Partners
Texas
$238K +$11.1K +31 +5%
CFGW
2741
Chancellor Financial Group WB
Pennsylvania
$238K – – –
B
2742
BetterWealth
California
$238K +$241K +676 New
RWB
2743
RMR Wealth Builders
New Jersey
$237K +$241K +675 New
BWM
2744
Birchcreek Wealth Management
Ohio
$237K -$2.14K -6 -0.9%
CIA
2745
Cape Investment Advisory
Georgia
$237K -$7.84K -22 -3%
SMA
2746
Sage Mountain Advisors
Georgia
$237K -$1.61M -4,516 -87%
EMAM
2747
Encompass More Asset Management
California
$237K – – –
BGAI
2748
Bruce G. Allen Investments
Colorado
$236K -$28.5K -80 -11%
GSF
2749
Grove Street Fiduciary
New Hampshire
$236K – – –
MBFW
2750
Morton Brown Family Wealth
Pennsylvania
$236K – – –