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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1126
Avestar Capital
New York
$251K -$29.4K -554 -11%
WCA
1127
Westover Capital Advisors
Delaware
$251K +$12.6K +237 +5%
GVAG
1128
Great Valley Advisor Group
Delaware
$250K -$319 -6 -0.1%
SIM
1129
Sentry Investment Management
Wisconsin
$250K
MSFS
1130
Main Street Financial Solutions
Pennsylvania
$250K -$15.7K -295 -6%
KW
1131
KWB Wealth
California
$249K +$9.73K +183 +4%
PIMG
1132
Patriot Investment Management Group
Tennessee
$248K
CAM
1133
Campion Asset Management
Virginia
$248K +$9.57K +180 +4%
TSWM
1134
Triangle Securities Wealth Management
North Carolina
$248K -$10.1K -190 -4%
EB
1135
Exchange Bank
California
$247K +$246K +4,629 New
SVWAG
1136
Sound View Wealth Advisors Group
Georgia
$246K -$21.7K -408 -8%
LC
1137
Lindbrook Capital
California
$245K -$18.6K -350 -7%
TCM
1138
Teza Capital Management
Illinois
$243K -$480K -9,035 -66%
HVIA
1139
Hudson Valley Investment Advisors
New York
$242K -$52.8K -994 -18%
KCM
1140
Kanawha Capital Management
Virginia
$242K -$245K -4,603 -50%
SWA
1141
SFMG Wealth Advisors
Texas
$242K +$9.51K +179 +4%
AF
1142
Aldebaran Financial
$241K +$5.32K +100 +2%
VCP
1143
Verus Capital Partners
Arizona
$240K -$85.6K -1,611 -26%
CM
1144
Cercano Management
Washington
$240K
PWMG
1145
Pioneer Wealth Management Group
Texas
$239K +$239K +4,495 New
HS
1146
Horan Securities
United States
$239K +$7.28K +137 +3%
HCM
1147
Howland Capital Management
Massachusetts
$238K -$8.93K -168 -4%
ACM
1148
Allred Capital Management
Texas
$237K +$850 +16 +0.4%
GEA
1149
Glen Eagle Advisors
New Jersey
$237K +$40.9K +769 +21%
TWP
1150
Tempus Wealth Planning
California
$236K +$33.9K +638 +17%