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Name Holding Trade Value Shares
Change
Change in
Stake
CA
3276
Claris Advisors
Missouri
$336K -$39.8K -261 -11%
BC
3277
Bowman & Company
Wisconsin
$336K
LF
3278
Lee Financial
Texas
$335K -$98.4K -646 -23%
CIS
3279
Continental Investors Services
Washington
$334K +$11.9K +78 +4%
APW
3280
Acima Private Wealth
Virginia
$333K -$50.7K -333 -13%
EL
3281
EWA LLC
Pennsylvania
$333K +$8.99K +59 +3%
RIS
3282
Richmond Investment Services
Wisconsin
$332K -$14.3K -94 -4%
AWM
3283
Ameliora Wealth Management
Switzerland
$331K
BWA
3284
BlueChip Wealth Advisors
Georgia
$331K +$12.8K +84 +4%
YWS
3285
Yarger Wealth Strategies
Ohio
$331K +$3.81K +25 +1%
STA
3286
Smith Thornton Advisors
Alabama
$331K +$12.2K +80 +4%
PFG
3287
Prospect Financial Group
Virginia
$330K -$2.29K -15 -0.7%
RMF
3288
Red Mountain Financial
Colorado
$330K -$29.7K -195 -8%
AWC
3289
Adamsbrown Wealth Consultants
Kansas
$329K +$56K +368 +21%
KOMWMG
3290
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$328K +$1.98K +13 +0.6%
IPAM
3291
Investment Partners Asset Management
New Jersey
$328K
GFWA
3292
Grey Fox Wealth Advisors
Delaware
$327K -$2.29K -15 -0.7%
FCM
3293
Flagship Capital Management
Pennsylvania
$326K +$326K +2,142 New
IF
3294
Integrity Financial
Wyoming
$326K +$30K +197 +10%
CPP
3295
Capasso Planning Partners
South Carolina
$326K
DWM
3296
DecisionMap Wealth Management
Virginia
$326K -$2.59K -17 -0.8%
GC
3297
Garde Capital
Washington
$326K
SWM
3298
Sterling Wealth Management
Illinois
$326K -$7.62K -50 -2%
JLBC
3299
J.L. Bainbridge & Co
Florida
$325K -$227K -1,492 -41%
VNA
3300
Valley National Advisers
Pennsylvania
$325K -$18.9K -124 -5%