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Name Holding Trade Value Shares
Change
Change in
Stake
IA
801
IFG Advisory
Georgia
$265K -$5.11K -17 -2%
PHS
802
Pekin Hardy Strauss
Illinois
$265K
OWA
803
One Wealth Advisors
California
$265K +$87.5K +291 +42%
BBA
804
BLB&B Advisors
Pennsylvania
$263K -$13.2K -44 -4%
ML
805
McAdam LLC
Pennsylvania
$262K +$11.1K +37 +4%
KMWM
806
Keudell/Morrison Wealth Management
Oregon
$261K -$24.9K -83 -8%
CC
807
Courier Capital
New York
$261K
GD
808
Grandfield & Dodd
New York
$260K -$5.41K -18 -2%
ACWM
809
Adams Chetwood Wealth Management
North Carolina
$260K
MFS
810
Mirabella Financial Services
United Kingdom
$256K +$288K +957 New
BAM
811
Belpointe Asset Management
Nevada
$255K +$3.31K +11 +1%
PB
812
Pinnacle Bancorp
Nebraska
$254K +$3.01K +10 +1%
PA
813
PFG Advisors
Arizona
$252K -$7.51K -25 -3%
CFA
814
Carroll Financial Associates
North Carolina
$252K +$151K +501 +113%
AWM
815
Altium Wealth Management
New York
$251K +$49.9K +166 +22%
OL
816
Optas LLC
Texas
$250K -$234K -778 -45%
HAG
817
HighPoint Advisor Group
Illinois
$247K +$11.4K +38 +4%
APW
818
Acima Private Wealth
Virginia
$245K
PGWM
819
Parisi Gray Wealth Management
New Jersey
$244K
SBIA
820
Sheaff Brock Investment Advisors
Indiana
$243K +$6.31K +21 +2%
TMAM
821
Tokio Marine Asset Management
Japan
$243K +$15.9K +53 +6%
QPWM
822
Quadrant Private Wealth Management
Pennsylvania
$243K +$83.3K +277 +44%
EB
823
Eastern Bank
Massachusetts
$242K -$207K -689 -43%
RHBC
824
R.H. Bluestein & Co
Michigan
$242K -$90.2K -300 -25%
FI
825
FormulaFolio Investments
Michigan
$242K -$84.2K -280 -24%