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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1576
Savvy Advisors Inc
New York
$344K +$354K +1,098 New
HKIM
1577
Hayek Kallen Investment Management
Alabama
$344K
XF
1578
XML Financial
Maryland
$344K -$20.7K -64 -6%
RFS
1579
Retirement Financial Solutions
Tennessee
$344K -$67.5K -209 -16%
AWA
1580
Arkadios Wealth Advisors
Georgia
$343K -$76.5K -237 -18%
HBT
1581
Hills Bank & Trust
Iowa
$342K
SC
1582
Sapient Capital
Indiana
$339K +$75.5K +234 +28%
RWP
1583
Ridgecrest Wealth Partners
California
$338K
PAS
1584
Point72 Asia (Singapore)
Singapore
$338K +$348K +1,077 New
EIP
1585
Ellis Investment Partners
Pennsylvania
$337K +$20.3K +63 +6%
TFF
1586
The Family Firm
Maryland
$337K
FFA
1587
Fragasso Financial Advisors
Pennsylvania
$336K +$13.2K +41 +4%
BOSSRA
1588
B.O.S.S. Retirement Advisors
Utah
$336K +$54.9K +170 +19%
APG
1589
Abacus Planning Group
South Carolina
$336K +$75.5K +234 +28%
RDWM
1590
Red Door Wealth Management
Tennessee
$334K -$45.5K -141 -12%
BP
1591
BBR Partners
New York
$333K -$431K -1,336 -56%
MKA
1592
M. Kulyk & Associates
Georgia
$333K -$74.9K -232 -18%
ANB
1593
Amarillo National Bank
Texas
$333K -$67.5K -209 -16%
CWM
1594
Compass Wealth Management
Connecticut
$332K
CAC
1595
Certified Advisory Corp
Florida
$332K +$68.4K +212 +25%
PMFA
1596
Plante Moran Financial Advisors
Michigan
$332K
TWA
1597
Talisman Wealth Advisors
New Jersey
$332K -$13.2K -41 -4%
SRSA
1598
S.R. Schill & Associates
Washington
$331K +$323 +1 +0.1%
CWA
1599
Consilium Wealth Advisory
Texas
$331K -$12.9K -40 -4%
BMC
1600
Beaton Management Company
Massachusetts
$330K