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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
801
Jacobsen Capital Management
Utah
$232K – – –
ACM
802
Allred Capital Management
Texas
$231K -$224 -1 -0.1%
LAM
803
Longboard Asset Management
Arizona
$231K +$229K +1,022 New
PP
804
Patron Partners
Texas
$229K – – –
SFG
805
Sunburst Financial Group
Alabama
$229K +$10.3K +46 +5%
MIM
806
Moseley Investment Management
Florida
$228K – – –
Independent Financial Group
807
Independent Financial Group
California
$228K +$224 +1 +0.1%
GL
808
Graypoint LLC
New York
$227K – – –
RWA
809
River Wealth Advisors
Pennsylvania
$227K – – –
Prime Capital Investment Advisors
810
Prime Capital Investment Advisors
Kansas
$227K +$5.6K +25 +3%
BPFA
811
Barnes Pettey Financial Advisors
Mississippi
$226K – – –
CSI
812
Cross Staff Investments
New York
$226K – – –
JE
813
JMAC Enterprises
Pennsylvania
$226K – – –
FFS
814
Fischer Financial Services
Pennsylvania
$226K +$224K +1,000 New
RFN
815
RDA Financial Network
Iowa
$225K -$4.7K -21 -2%
Wealthspire Advisors (New York)
816
Wealthspire Advisors (New York)
New York
$225K +$222K +993 New
NAS
817
Nicolet Advisory Services
Wisconsin
$224K +$10.3K +46 +5%
WF
818
Wayfinding Financial
Washington
$223K +$221K +985 New
CCA
819
Cadent Capital Advisors
Oklahoma
$221K – – –
Great Valley Advisor Group
820
Great Valley Advisor Group
Delaware
$221K +$5.82K +26 +3%
USWIA
821
UP Strategic Wealth Investment Advisors
Pennsylvania
$220K -$13.9K -62 -6%
CT
822
Colonial Trust
South Carolina
$219K +$4.26K +19 +2%
PP
823
PDS Planning
Ohio
$218K +$216K +966 New
FW
824
FullCircle Wealth
Texas
$218K +$201K +897 New
RCM
825
Raleigh Capital Management
North Carolina
$218K +$212K +945 +5,250%