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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
3051
MB, Levis & Associates
Pennsylvania
$324K +$816 +11 +0.3%
FFL
3052
Financial Freedom LLC
Ohio
$324K +$890 +12 +0.3%
LWA
3053
Ledgewood Wealth Advisors
New Hampshire
$324K – – –
RC
3054
Rahlfs Capital
Texas
$324K – – –
CA
3055
Clune & Associates
Illinois
$323K – – –
GLF
3056
Groupe la Francaise
France
$323K -$429K -5,780 -57%
VFPW
3057
Vantage Financial Partners (Wisconsin)
Wisconsin
$323K -$4.08K -55 -1%
CA
3058
Crewe Advisors
Utah
$322K +$2.37K +32 +0.8%
SW
3059
SMART Wealth
Nebraska
$322K +$310K +4,174 New
SDH
3060
Sloy Dahl & Holst
Washington
$321K – – –
AWP
3061
Ascent Wealth Partners
New York
$321K -$9.87K -133 -3%
SAW
3062
Signal Advisors Wealth
Michigan
$321K +$8.83K +119 +3%
SFS
3063
Security Financial Services
Indiana
$320K +$29.4K +396 +11%
AIA
3064
Accelerate Investment Advisors
California
$320K +$2.89K +39 +0.9%
AIC
3065
Argus Investors Counsel
New York
$320K – – –
CA
3066
Carson Advisory
Georgia
$320K -$9.13K -123 -3%
TCMP
3067
Thrive Capital Management (Pennsylvania)
Pennsylvania
$319K +$44.2K +596 +17%
WF
3068
Whelan Financial
California
$319K -$8.76K -118 -3%
WCA
3069
Westover Capital Advisors
Delaware
$319K – – –
JTF
3070
J. Team Financial
Texas
$319K -$111K -1,501 -27%
NPT
3071
Nixon Peabody Trust
Massachusetts
$317K +$86.7K +1,169 +40%
RWM
3072
Rockline Wealth Management
New York
$317K -$74 -1 -0%
EFMC
3073
Empire Financial Management Company
New York
$317K – – –
VR
3074
Valued Retirements
Texas
$317K +$223 +3 +0.1%
NCTC
3075
New Covenant Trust Company
Indiana
$316K +$8.24K +111 +3%