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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1776
Chartwell Investment Partners
Pennsylvania
$277K +$87.7K +1,233 +44%
GSIAS
1777
Garden State Investment Advisory Services
New Jersey
$276K +$40K +562 +16%
RA
1778
Rational Advisors
New York
$274K -$496K -6,976 -64%
CWP
1779
Cyndeo Wealth Partners
Florida
$273K -$12K -169 -4%
GFG
1780
Goldstone Financial Group
Illinois
$273K +$7.54K +106 +3%
CCFP
1781
Charles Carroll Financial Partners
Massachusetts
$273K +$281K +3,950 New
SWA
1782
Sax Wealth Advisors
New Jersey
$273K
AGC
1783
Aspen Grove Capital
Colorado
$273K +$281K +3,946 New
AF
1784
Apexium Financial
Texas
$272K +$23.9K +336 +9%
WOSD
1785
WFA of San Diego
California
$272K -$33.4K -470 -11%
AMIM
1786
Aull & Monroe Investment Management
Alabama
$271K
WG
1787
Welch Group
Alabama
$270K -$427 -6 -0.2%
LIA
1788
LBMC Investment Advisors
Tennessee
$270K
CC
1789
Centiva Capital
New York
$269K -$5.35M -75,124 -95%
LFA
1790
Landmark Financial Advisors
Kentucky
$269K -$15.7K -220 -5%
4WM
1791
44 Wealth Management
Oregon
$269K -$232K -3,264 -46%
CBT
1792
Central Bank & Trust
Kentucky
$268K -$712 -10 -0.3%
TIA
1793
Traphagen Investment Advisors
New Jersey
$268K +$275K +3,870 New
IF
1794
IRON Financial
Illinois
$267K -$3.49K -49 -1%
WAG
1795
Winthrop Advisory Group
Massachusetts
$267K +$71 +1 +0%
TFM
1796
TFC Financial Management
Massachusetts
$267K +$14.9K +210 +6%
MM
1797
MQS Management
New York
$266K +$75.4K +1,059 +38%
JWM
1798
JGP Wealth Management
Oregon
$264K +$11.9K +167 +5%
CIA
1799
Cape Investment Advisory
Georgia
$264K +$783 +11 +0.3%
1IA
1800
1620 Investment Advisors
Massachusetts
$264K +$1.99K +28 +0.7%