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Name Holding Trade Value Shares
Change
Change in
Stake
RT
1226
Rockland Trust
Massachusetts
$356K -$62.1K -2,405 -14%
LFA
1227
Legacy Financial Advisors
Kentucky
$356K -$499K -19,338 -57%
WPC
1228
Wedmont Private Capital
Pennsylvania
$354K -$1.5K -58 -0.4%
SWA
1229
Serenus Wealth Advisors
California
$354K – – –
UWPG
1230
Ullmann Wealth Partners Group
Florida
$353K +$48.1K +1,864 +15%
FG
1231
Fiduciary Group
Georgia
$352K -$89.6K -3,471 -20%
DWP
1232
Daymark Wealth Partners
Ohio
$351K -$34K -1,317 -8%
WIM
1233
Walsky Investment Management
Pennsylvania
$351K – – –
DE
1234
Defiance ETFs
New York
$349K +$70.4K +2,727 +23%
TCWA
1235
Turtle Creek Wealth Advisors
Texas
$347K -$130K -5,053 -26%
RRA
1236
Round Rock Advisors
Connecticut
$347K -$138K -5,349 -27%
UPS
1237
UHLMANN PRICE SECURITIES
Illinois
$346K +$364K +14,106 New
PP
1238
Patten & Patten
Tennessee
$346K -$62.5K -2,420 -15%
NAM
1239
NTV Asset Management
West Virginia
$345K +$163K +6,300 +81%
IIA
1240
Integral Investment Advisors
California
$344K +$15.1K +584 +4%
FWM
1241
Forza Wealth Management
Florida
$342K +$10.1K +392 +3%
BAM
1242
BTS Asset Management
Massachusetts
$342K -$78.7K -3,048 -18%
PA
1243
PFG Advisors
Arizona
$340K -$39.5K -1,532 -10%
CA
1244
Continuum Advisory
Idaho
$338K +$126K +4,892 +55%
IPWA
1245
International Private Wealth Advisors
California
$338K +$355K +13,764 New
CI
1246
CX Institutional
Indiana
$337K -$755K -29,254 -68%
AA
1247
Alta Advisers
United Kingdom
$335K – – –
AFG
1248
Allegheny Financial Group
Pennsylvania
$334K -$47.6K -1,844 -12%
RSA
1249
River Street Advisors
Illinois
$330K +$1.78K +69 +0.5%
AWAU
1250
Alliance Wealth Advisors (Utah)
Utah
$329K +$95K +3,681 +38%