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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2626
Laraway Financial Advisors
Minnesota
$326K -$23K -450 -7%
AIA
2627
Armor Investment Advisors
North Carolina
$325K -$13.8K -270 -4%
PFA
2628
Pathway Financial Advisors
Vermont
$325K +$19.6K +383 +6%
CSWG
2629
Cardinal Strategic Wealth Guidance
Kentucky
$324K
RBC
2630
Roble Belko & Company
Pennsylvania
$324K +$142K +2,788 +77%
OL
2631
Optas LLC
Texas
$324K -$63.4K -1,240 -16%
WLIM
2632
White Lighthouse Investment Management
Massachusetts
$323K +$20.4K +400 +7%
BWP
2633
BSW Wealth Partners
Colorado
$322K -$45.4K -889 -12%
GCP
2634
GSA Capital Partners
United Kingdom
$322K +$325K +6,364 New
WCFA
2635
Walkner Condon Financial Advisors
Wisconsin
$322K +$27.9K +547 +9%
FGA
2636
Fortis Group Advisors
New Jersey
$322K +$12.8K +251 +4%
YCG
2637
Yeomans Consulting Group
Georgia
$322K +$325K +6,364 New
RW
2638
REDW Wealth
New Mexico
$321K +$2.76K +54 +0.9%
MLA
2639
MB, Levis & Associates
Pennsylvania
$321K +$1.53K +30 +0.5%
SFS
2640
Security Financial Services
Indiana
$321K
WIA
2641
World Investment Advisors
California
$321K +$11.4K +223 +4%
KC
2642
Kingfisher Capital
North Carolina
$320K -$6.28K -123 -2%
FA
2643
Fiducient Advisors
Illinois
$319K -$90.4K -1,769 -22%
FP
2644
Financial Perspectives
Minnesota
$319K +$102 +2 +0%
LB
2645
Legacy Bridge
Iowa
$318K -$38.3K -750 -11%
CAM
2646
Concorde Asset Management
Michigan
$317K +$51.3K +1,004 +19%
BFG
2647
Bouchey Financial Group
New York
$317K +$51.1K +1,000 +19%
GWM
2648
Greenhouse Wealth Management
Connecticut
$317K +$2.15K +42 +0.7%
TGAM
2649
TBH Global Asset Management
Tennessee
$316K -$81.9K -1,603 -20%
RIM
2650
RW Investment Management
Idaho
$316K -$46K -900 -13%