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Name Holding Trade Value Shares
Change
Change in
Stake
PSF
2651
Pacific Sun Financial
California
$625K -$20.2K -129 -3%
HA
2652
HC Advisors
Georgia
$625K -$6.89K -44 -1%
KFA
2653
Kapstone Financial Advisors
Ohio
$625K -$7.2K -46 -1%
APG
2654
Abacus Planning Group
South Carolina
$624K -$210K -1,343 -26%
TAM
2655
Tucker Asset Management
Colorado
$622K +$32.1K +205 +6%
WCP
2656
Wealthcare Capital Partners
Pennsylvania
$620K +$2.66K +17 +0.5%
VCS
2657
Vaughan & Co Securities
New Jersey
$619K +$5.17K +33 +0.9%
VM
2658
VPR Management
Texas
$619K +$157K +1,000 +37%
Algert Global
2659
Algert Global
California
$618K +$107K +682 +23%
MSA
2660
Marino Stram & Associates
Massachusetts
$618K +$2.35K +15 +0.4%
TCA
2661
Trifecta Capital Advisors
Illinois
$617K -$3.43M -21,908 -86%
SA
2662
Shilanski & Associates
Alaska
$617K +$2.19K +14 +0.4%
BIC
2663
Beach Investment Counsel
Pennsylvania
$617K – – –
ODFS
2664
O'Donnell Financial Services
California
$617K +$2.35K +15 +0.4%
AIM
2665
Advyzon Investment Management
Illinois
$616K -$9.71K -62 -2%
AP
2666
Appleton Partners
Massachusetts
$616K +$64.3K +411 +13%
NRC
2667
New Republic Capital
North Carolina
$615K +$32.9K +210 +6%
Foster Group
2668
Foster Group
Iowa
$614K +$120K +769 +27%
LODC
2669
Lanham O'Dell & Company
West Virginia
$613K +$18.9K +121 +3%
PG
2670
Prostatis Group
Maryland
$613K -$20.8K -133 -4%
PWM
2671
Palumbo Wealth Management
New York
$610K +$83.4K +533 +17%
OWM
2672
OneAscent Wealth Management
Alabama
$609K -$414K -2,646 -42%
AFIA
2673
America First Investment Advisors
Nebraska
$609K – – –
FAG
2674
Fortitude Advisory Group
Washington
$608K +$43.5K +278 +7%
CRIG
2675
Charter Research & Investment Group
Connecticut
$607K – – –