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Name Holding Trade Value Shares
Change
Change in
Stake
PA
3251
PSI Advisors
Florida
$406K +$23.7K +227 +7%
PCA
3252
Prosperity Capital Advisors
Ohio
$406K -$45.5K -435 -11%
SW
3253
SMART Wealth
Nebraska
$406K -$72.9K -697 -17%
LCAM
3254
London & Capital Asset Management
United Kingdom
$405K +$3.77K +36 +1%
FCT
3255
First Community Trust
Iowa
$404K -$13.1K -125 -4%
RWRC
3256
R.W. Roge & Company
New York
$404K -$49.2K -470 -12%
RIM
3257
Rockbridge Investment Management
New York
$404K +$9.52K +91 +3%
CWM
3258
Cahaba Wealth Management
Georgia
$404K +$3.24K +31 +0.9%
RDFA
3259
Ritter Daniher Financial Advisory
Ohio
$402K +$1.15K +11 +0.3%
AAMG
3260
AMG Asset Management Group
Georgia
$402K +$16.9K +162 +5%
TFO
3261
Tarbox Family Office
California
$402K -$105 -1 -0%
MAMG
3262
Milestone Asset Management Group
Connecticut
$401K – – –
MAM
3263
Marotta Asset Management
Virginia
$401K -$3.45K -33 -1%
TCM
3264
Tradewinds Capital Management
Washington
$400K -$8.37K -80 -2%
FP
3265
Financial Perspectives
Minnesota
$400K -$25.1K -240 -7%
NWM
3266
Northwest Wealth Management
Iowa
$400K -$31.1K -297 -8%
AF
3267
Atala Financial
California
$399K – – –
CCM
3268
Consolidated Capital Management
California
$399K – – –
TWM
3269
Trevian Wealth Management
Massachusetts
$399K +$8.89K +85 +3%
CWMGO
3270
Capstone Wealth Management Group (Oregon)
Oregon
$399K – – –
AIM
3271
Avity Investment Management
Connecticut
$399K – – –
PCS
3272
Private Client Services
Kentucky
$398K -$35.1K -336 -9%
JTF
3273
J. Team Financial
Texas
$398K +$5.23K +50 +1%
ITG
3274
Index Technologies Group
New York
$398K +$4.29K +41 +1%
ICA
3275
Infrastructure Capital Advisors
New York
$398K +$354K +3,385 New