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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1176
L2 Asset Management
Massachusetts
$327K +$14.7K +54 +5%
LL
1177
LPWM LLC
Minnesota
$325K – – –
S
1178
Sachetta
Massachusetts
$325K +$41.3K +152 +15%
PL
1179
Parthenon LLC
Kentucky
$324K – – –
MLL
1180
Moody Lynn & Lieberson
Massachusetts
$322K -$245K -902 -43%
PWP
1181
Principle Wealth Partners
Connecticut
$321K +$36.7K +135 +13%
BAAM
1182
Baker Avenue Asset Management
California
$321K +$318K +1,171 New
HG
1183
Harbor Group
New Hampshire
$320K +$16.3K +60 +5%
SCM
1184
Schnieders Capital Management
California
$319K – – –
VPP
1185
Vertex Planning Partners
Illinois
$319K +$5.16K +19 +2%
KWA
1186
Kingswood Wealth Advisors
California
$319K -$1.63K -6 -0.5%
PFA
1187
Pure Financial Advisors
California
$318K +$11.4K +42 +4%
SSW
1188
Smith Shellnut Wilson
Mississippi
$318K -$40.2K -148 -11%
IA
1189
Insight Advisors
Pennsylvania
$318K -$2.72K -10 -0.9%
NAS
1190
Nicolet Advisory Services
Wisconsin
$316K +$2.72K +10 +0.9%
CPCM
1191
Cardinal Point Capital Management
Ontario, Canada
$315K -$28.5K -105 -8%
RCA
1192
Resonant Capital Advisors
Wisconsin
$314K +$25.5K +94 +9%
WMA
1193
West Michigan Advisors
Michigan
$313K +$1.36K +5 +0.4%
AFP
1194
Ausdal Financial Partners
Iowa
$313K +$310K +1,142 New
DW30
1195
Drucker Wealth 3.0
New Jersey
$311K -$30.4K -112 -9%
UIA
1196
Ulland Investment Advisors
Minnesota
$311K – – –
TBT
1197
Texas Bank & Trust
Texas
$310K -$28.5K -105 -8%
GHAM
1198
Gilman Hill Asset Management
Connecticut
$309K – – –
NEWAS
1199
N.E.W. Advisory Services
Wisconsin
$309K – – –
ZBNA
1200
Zions Bancorporation, National Association
Utah
$308K +$69K +254 +29%