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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
2251
KCS Wealth Advisory
California
$422K -$9.18K -96 -2%
HNWAG
2252
High Net Worth Advisory Group
Florida
$422K +$3.92K +41 +0.9%
RFG
2253
RFP Financial Group
Georgia
$421K +$464K +4,850 New
SDH
2254
Sloy Dahl & Holst
Washington
$420K -$36.7K -384 -7%
EW
2255
Enzi Wealth
Texas
$418K +$2.39K +25 +0.6%
SSA
2256
South Street Advisors
New York
$418K +$9.56K +100 +2%
BWA
2257
Burt Wealth Advisors
Maryland
$417K
OHWA
2258
Oak Hill Wealth Advisors
Virginia
$417K +$459K +4,800 New
RIG
2259
RiverFront Investment Group
Virginia
$417K
CIG
2260
Cairn Investment Group
Washington
$417K +$40.6K +425 +10%
MIM
2261
MTM Investment Management
South Carolina
$417K -$3.16K -33 -0.7%
PWM
2262
Prosperity Wealth Management
California
$415K +$457K +4,775 New
HBCM
2263
Heron Bay Capital Management
Michigan
$413K +$41.9K +438 +10%
SAI
2264
Systematic Alpha Investments
New Jersey
$411K
P
2265
&Partners
Tennessee
$410K -$9.66K -101 -2%
EAM
2266
Empirical Asset Management
Massachusetts
$409K +$675K +7,052 New
MC
2267
Mathes Company
New York
$409K +$18.7K +195 +4%
WAOI
2268
Wealth Advisors of Iowa
Iowa
$409K -$2.39K -25 -0.5%
RIS
2269
Retirement Income Solutions
Michigan
$408K +$32K +335 +8%
W
2270
Wealthquest
Ohio
$408K -$34.3K -359 -7%
CYG
2271
Clean Yield Group
Vermont
$408K +$26.7K +279 +6%
AWM
2272
Atticus Wealth Management
Florida
$408K -$128K -1,337 -22%
BPFA
2273
Barnes Pettey Financial Advisors
Mississippi
$406K -$17.5K -183 -4%
OPWM
2274
Oxinas Partners Wealth Management
Indiana
$405K -$14.1K -147 -3%
RA
2275
Rockingstone Advisors
Massachusetts
$405K +$446K +4,662 New