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Name Holding Trade Value Shares
Change
Change in
Stake
IA
3226
Insight Advisors
Pennsylvania
$315K +$14.7K +94 +5%
WWM
3227
Wolff Wiese Magana
California
$315K +$9.24K +59 +3%
CFS
3228
CGC Financial Services
Oregon
$314K -$5.95K -38 -2%
VAG
3229
VisionPoint Advisory Group
Texas
$314K +$294K +1,878 New
LGW
3230
Leslie Global Wealth
Illinois
$313K -$9.55K -61 -3%
IPWA
3231
International Private Wealth Advisors
California
$313K +$15K +96 +5%
OIC
3232
Orion Investment Company
Missouri
$312K – – –
SWM
3233
SpringVest Wealth Management
Texas
$312K – – –
GPW
3234
Genesis Private Wealth
Virginia
$311K +$7.04K +45 +2%
VAMG
3235
Voisard Asset Management Group
Michigan
$311K +$470 +3 +0.2%
BI
3236
Ballast Inc
Kentucky
$311K +$30.5K +195 +12%
MF
3237
Meridian Financial
Massachusetts
$311K – – –
AWC
3238
Adamsbrown Wealth Consultants
Kansas
$311K -$16.6K -106 -5%
Harris Associates
3239
Harris Associates
Illinois
$310K -$52.1K -333 -15%
BF
3240
Brucke Financial
Indiana
$310K +$19.3K +123 +6%
NPF
3241
Norris Perne & French
Michigan
$310K -$31.6K -202 -10%
FEM
3242
Fulcrum Equity Management
Texas
$310K +$313 +2 +0.1%
HWMC
3243
Heritage Wealth Management (California)
California
$310K +$1.72K +11 +0.6%
BCA
3244
Bay Capital Advisors
Virginia
$310K -$42.1K -269 -13%
CC
3245
Corton Capital
Ontario, Canada
$310K -$26.6K -170 -8%
BWA
3246
Burt Wealth Advisors
Maryland
$310K – – –
CWMK
3247
Caliber Wealth Management (Kansas)
Kansas
$310K +$290K +1,851 New
ES
3248
Eagle Strategies
New York
$309K +$1.88K +12 +0.7%
YWS
3249
Yarger Wealth Strategies
Ohio
$309K +$8.45K +54 +3%
TFP
3250
Tilia Fiduciary Partners
North Carolina
$309K +$313 +2 +0.1%