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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
2326
King Wealth Management Group
Florida
$275K +$204 +2 +0.1%
AT
2327
American Trust
Kentucky
$275K -$2.04K -20 -0.7%
PG
2328
Prostatis Group
Maryland
$275K +$2.04K +20 +0.7%
TIAA Trust, National Association
2329
TIAA Trust, National Association
North Carolina
$274K -$26.4K -259 -8%
BFP
2330
Beacon Financial Planning
Massachusetts
$273K +$3.57K +35 +1%
SWM
2331
Stockman Wealth Management
Montana
$273K -$2.85K -28 -1%
SWIG
2332
Strategic Wealth Investment Group
Kentucky
$273K -$1.83K -18 -0.6%
FCM
2333
Fairbanks Capital Management
California
$272K -$104K -1,021 -27%
LEA
2334
Legacy Edge Advisors
New York
$272K -$16.5K -162 -5%
MWM
2335
Maripau Wealth Management
Indiana
$271K +$37.9K +372 +15%
SIA
2336
SeaBridge Investment Advisors
New Jersey
$271K -$38.2K -375 -12%
AWM
2337
Accel Wealth Management
Iowa
$271K -$53.9K -529 -16%
LPAM
2338
Lodestar Private Asset Management
California
$270K -$11.8K -116 -4%
SL
2339
Sentry LLC
Tennessee
$270K – – –
MFS
2340
Miller Financial Services
Michigan
$270K -$38.7K -380 -12%
SIC
2341
SJS Investment Consulting
Ohio
$269K -$24.3K -238 -8%
GL
2342
Gerber LLC
Ohio
$267K – – –
MIM
2343
MTM Investment Management
South Carolina
$267K -$8.36K -82 -3%
FAG
2344
Fortitude Advisory Group
Washington
$267K +$21.7K +213 +8%
TWP
2345
Tenet Wealth Partners
Illinois
$267K +$282K +2,763 New
4A
2346
4Wealth Advisors
Illinois
$267K +$3.16K +31 +1%
CCM
2347
Crabel Capital Management
California
$266K -$532K -5,215 -65%
NECFA
2348
New England Capital Financial Advisors
Connecticut
$266K +$6.53K +64 +2%
FCM
2349
Family Capital Management
Michigan
$266K +$22.5K +221 +9%
VBCG
2350
Valley Brook Capital Group
Pennsylvania
$266K – – –