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Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
776
Kohmann Bosshard Financial Services
Ohio
$297K – – –
LA
777
LVW Advisors
New York
$295K -$232K -715 -46%
CFFP
778
Center for Financial Planning
Michigan
$294K – – –
JWCA
779
J.W. Cole Advisors
Florida
$294K -$13.6K -42 -5%
FC
780
Forte Capital
New York
$294K +$1.3K +4 +0.5%
HTHT
781
Hemenway Trust Hemenway Trust
New Hampshire
$293K – – –
Buckingham Strategic Wealth
782
Buckingham Strategic Wealth
Missouri
$293K +$13.6K +42 +5%
Congress Wealth Management
783
Congress Wealth Management
Massachusetts
$293K +$4.55K +14 +2%
MAM
784
McLean Asset Management
Virginia
$290K -$1.3K -4 -0.5%
WFA
785
Wellspring Financial Advisors
Ohio
$286K – – –
Annex Advisory Services
786
Annex Advisory Services
Wisconsin
$285K +$268K +825 New
CBFP
787
Cedar Brook Financial Partners
Ohio
$285K -$650 -2 -0.2%
PP
788
PDS Planning
Ohio
$282K +$50.7K +156 +24%
Welch & Forbes
789
Welch & Forbes
Massachusetts
$281K -$58.1K -179 -18%
Spire Wealth Management
790
Spire Wealth Management
Virginia
$280K -$10.1K -31 -4%
SFG
791
StrategIQ Financial Group
Indiana
$278K – – –
EFG
792
Everhart Financial Group
Ohio
$278K +$25K +77 +11%
WorldQuant Millennium Advisors
793
WorldQuant Millennium Advisors
New York
$277K -$122K -377 -32%
FW
794
FirstPurpose Wealth
Utah
$276K +$9.09K +28 +4%
CIS
795
Connors Investor Services
Pennsylvania
$276K – – –
IFP Advisors
796
IFP Advisors
Florida
$275K – – –
IA
797
Inspire Advisors
Idaho
$274K +$1.62K +5 +0.6%
Brookfield Corp
798
Brookfield Corp
Ontario, Canada
$273K -$59.1K -182 -19%
CWM
799
Connecticut Wealth Management
Connecticut
$273K +$257K +791 New
Independent Advisor Alliance
800
Independent Advisor Alliance
North Carolina
$273K -$197K -608 -43%