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Name Holding Trade Value Shares
Change
Change in
Stake
LS
951
Livforsakringsbolaget Skandia
Sweden
$291K -$56.7K -4,200 -17%
BC
952
Bayforest Capital
United Kingdom
$290K +$282K +20,888 New
ML
953
McAdam LLC
Pennsylvania
$290K +$45.5K +3,372 +19%
HP
954
Hilltop Partners
Indiana
$290K +$1.43K +106 +0.5%
MG
955
Mather Group
Illinois
$289K -$2.2K -163 -0.8%
PWS
956
Proactive Wealth Strategies
Georgia
$289K -$22.8K -1,693 -8%
MHR
957
Matthew Hamilton Rosenberg
$288K +$68.5K +5,077 +32%
KFA
958
Kapstone Financial Advisors
Ohio
$287K -$38.6K -2,862 -12%
CCC
959
Compass Capital Corp
Massachusetts
$287K -$391 -29 -0.1%
SVWAG
960
Sound View Wealth Advisors Group
Georgia
$286K -$145K -10,746 -34%
MWP
961
Meriwether Wealth & Planning
Louisiana
$284K +$27.9K +2,067 +11%
CAM
962
Carret Asset Management
New York
$283K -$6.71K -497 -2%
HPM
963
Hudson Portfolio Management
New York
$283K
OFG
964
Oxford Financial Group
Indiana
$283K +$1.83K +136 +0.7%
BBP
965
Banco BTG Pactual
Brazil
$282K +$274K +20,300 New
FIM
966
Fruth Investment Management
Texas
$282K -$6.75K -500 -2%
SYBT
967
Stock Yards Bank & Trust
Kentucky
$282K +$14K +1,038 +5%
QWP
968
Quotient Wealth Partners
Texas
$281K -$8.59K -637 -3%
SL
969
Summitry LLC
California
$279K -$79.2K -5,874 -23%
GWANC
970
Guardian Wealth Advisors (North Carolina)
North Carolina
$277K +$783 +58 +0.3%
LFP
971
Lakeshore Financial Planning
Michigan
$277K -$6.48K -480 -2%
SW
972
SteelPeak Wealth
California
$277K -$3.9M -289,040 -94%
RIA
973
Retirement Investment Advisors
Oklahoma
$277K
CFS
974
CRA Financial Services
New Jersey
$276K -$10.6K -782 -4%
RCM
975
RB Capital Management
Nevada
$275K -$162 -12 -0.1%