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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
2251
Capitol Family Office
Oregon
$327K – – –
KA
2252
KLCM Advisors
Wisconsin
$327K – – –
PAW
2253
Plan A Wealth
Nebraska
$327K +$35.4K +122 +12%
KCFA
2254
Key Client Fiduciary Advisors
New Jersey
$326K -$870 -3 -0.3%
RP
2255
Rice Partnership
Hawaii
$326K -$107K -370 -24%
SFC
2256
SYM Financial Corp
Indiana
$326K -$456K -1,574 -58%
ATS
2257
Ashton Thomas Securities
New York
$326K +$121K +416 +57%
OFG
2258
OmniStar Financial Group
North Carolina
$326K +$334K +1,153 New
VCP
2259
Verus Capital Partners
Arizona
$325K -$51.9K -179 -13%
4WM
2260
49 Wealth Management
Texas
$325K +$14.8K +51 +5%
SSW
2261
Smith Shellnut Wilson
Mississippi
$323K – – –
SCI
2262
Silver Coast Investments
United States
$323K +$13.6K +47 +4%
KWM
2263
Kassira Wealth Management
Tennessee
$323K +$331K +1,143 New
KFC
2264
Klingenstein Fields & Co
New York
$322K -$16.5K -57 -5%
MWP
2265
Meriwether Wealth & Planning
Louisiana
$322K -$40.6K -140 -11%
MCM
2266
Marathon Capital Management
Maryland
$321K – – –
AA
2267
Advisory Alpha
Michigan
$321K +$3.77K +13 +1%
NCM
2268
Narwhal Capital Management
Georgia
$321K -$9.57K -33 -3%
JCM
2269
Jag Capital Management
Missouri
$321K +$870 +3 +0.3%
BFA
2270
Beacon Financial Advisory
Ohio
$319K +$44.1K +152 +16%
STA
2271
Smith Thornton Advisors
Alabama
$318K -$42.1K -145 -11%
RA
2272
Rise Advisors
New York
$318K +$26.4K +91 +9%
KFP
2273
Kerr Financial Planning
California
$316K +$267K +920 New
TIA
2274
Tiemann Investment Advisors
California
$316K -$4.35K -15 -1%
NB
2275
Northwest Bancshares
Pennsylvania
$316K +$9.28K +32 +3%