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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1226
Brown Financial Advisors
Ohio
$241K – – –
IWN
1227
Independent Wealth Network
Iowa
$240K +$10.5K +49 +5%
WAS
1228
Wealth Advisory Solutions
Indiana
$240K +$231K +1,075 New
LAM
1229
Longboard Asset Management
Arizona
$239K +$231K +1,074 New
PFA
1230
Pure Financial Advisors
California
$239K +$231K +1,073 New
RA
1231
RFG Advisory
Alabama
$237K -$22K -102 -9%
FWP
1232
FAS Wealth Partners
Kansas
$236K +$228K +1,061 New
PHS
1233
Pekin Hardy Strauss
Illinois
$236K – – –
PFM
1234
Patton Fund Management
Texas
$235K +$227K +1,056 New
LI
1235
LifeWealth Investments
Florida
$235K +$227K +1,054 New
CF
1236
Claris Financial
Virginia
$235K +$227K +1,054 New
LIA
1237
LS Investment Advisors
Michigan
$234K – – –
EWM
1238
Evercore Wealth Management
New York
$234K – – –
TCA
1239
Transcend Capital Advisors
New Jersey
$230K +$223K +1,034 New
HI
1240
Harbour Investments
Wisconsin
$229K +$110K +511 +99%
JFGIW
1241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K -$26.3K -122 -11%
KWA
1242
Kingswood Wealth Advisors
California
$227K -$1.51K -7 -0.7%
JWBC
1243
J.W. Burns & Co
New York
$226K – – –
MSE
1244
MUFG Securities EMEA
United Kingdom
$225K -$10.3M -47,989 -98%
SA
1245
Stewardship Advisors
Pennsylvania
$224K +$2.58K +12 +1%
TWM
1246
Topsail Wealth Management
North Carolina
$224K -$46.9K -218 -18%
FCG
1247
Fielder Capital Group
Tennessee
$224K +$1.94K +9 +0.9%
ACIM
1248
Azimuth Capital Investment Management
Michigan
$223K -$43K -200 -17%
AIM
1249
Allen Investment Management
New York
$223K – – –
BI
1250
Ballast Inc
Kentucky
$223K – – –