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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
2401
DHJJ Financial Advisors
Illinois
$63.7K +$59.1K +237 New
SR
2402
Syntax Research
Florida
$63.7K +$59.1K +237 New
KFP
2403
KB Financial Partners
New Jersey
$62K -$250 -1 -0.4%
FFL
2404
Financial Freedom LLC
Ohio
$61.8K +$499 +2 +0.9%
OAJ
2405
Ogorek Anthony Joseph
New York
$61K +$2.5K +10 +5%
LWA
2406
Lowe Wealth Advisors
Maryland
$60.7K -$129K -515 -70%
MTIC
2407
Missouri Trust & Investment Company
Missouri
$60.5K – – –
CSWM
2408
Cassady Schiller Wealth Management
Ohio
$58.9K +$4.49K +18 +9%
OC
2409
Oakmont Corp
California
$58.3K – – –
CH
2410
Canton Hathaway
Rhode Island
$58K – – –
IUHSA
2411
Itau Unibanco Holding S.A.
Brazil
$57.2K -$326K -1,305 -86%
AW
2412
Avion Wealth
Texas
$57K +$2K +8 +4%
IAS
2413
IMA Advisory Services
Colorado
$56.4K – – –
JEST
2414
JTC Employer Solutions Trustee
Jersey
$56K – – –
EWP
2415
Elevation Wealth Partners
California
$55.4K – – –
HB
2416
Horizon Bancorp
Indiana
$55K -$96.6K -387 -65%
FWM
2417
Focused Wealth Management
New York
$54.6K – – –
AIC
2418
Archer Investment Corporation
Indiana
$54.6K – – –
UIA
2419
Ulland Investment Advisors
Minnesota
$54K – – –
AT
2420
Avalon Trust
New Mexico
$53.8K -$32.4K -130 -39%
KC
2421
Knuff & Co
California
$53.8K – – –
Legacy Financial Group (Iowa)
2422
Legacy Financial Group (Iowa)
Iowa
$53.8K +$49.9K +200 New
KFS
2423
Kelly Financial Services
Massachusetts
$53.6K -$4.99K -20 -9%
BCMLT
2424
Beacon Capital Management LLC (Tennessee)
Tennessee
$52K – – –
GWMI
2425
Guardian Wealth Management (Illinois)
Illinois
$51.7K – – –