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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
951
MFA Wealth Advisors
Pennsylvania
$282K -$48.4K -3,866 -15%
PFA
952
Pure Financial Advisors
California
$281K +$74.1K +5,916 +36%
Vanguard Capital Wealth Advisors
953
Vanguard Capital Wealth Advisors
Colorado
$281K +$42.7K +3,407 +18%
OPWM
954
Oxinas Partners Wealth Management
Indiana
$281K +$1.67K +133 +0.6%
PG
955
Prostatis Group
Maryland
$280K +$14.3K +1,141 +5%
SPI
956
Sutton Place Investors
New York
$280K -$213 -17 -0.1%
CFG
957
Citizens Financial Group
Rhode Island
$279K -$10.1K -809 -4%
WA
958
Wealth Alliance
New York
$278K +$25.1K +2,006 +10%
LWM
959
Lyell Wealth Management
California
$277K -$3.13K -250 -1%
WIP
960
WealthCare Investment Partners
Rhode Island
$277K +$275K +21,985 New
AWAP
961
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$275K +$13.6K +1,085 +5%
1IA
962
1834 Investment Advisors
Wisconsin
$273K +$31.3K +2,500 +13%
LMKC
963
L.M. Kohn & Company
Ohio
$272K +$17.1K +1,367 +7%
DMBA
964
Deseret Mutual Benefit Administrators
Utah
$271K +$15.9K +1,269 +6%
SIA
965
Schechter Investment Advisors
Michigan
$271K +$7.21K +576 +3%
AWS
966
AJ Wealth Strategies
New York
$271K -$266K -21,270 -50%
PGWM
967
Pitti Group Wealth Management
New York
$269K +$3.24K +259 +1%
AF
968
Advisornet Financial
Minnesota
$269K +$14.1K +1,123 +6%
MVA
969
Mount Vernon Associates
Maryland
$268K -$12.5K -1,000 -4%
CS
970
Comerica Securities
Michigan
$268K -$13.8K -1,105 -5%
BHBT
971
Burke & Herbert Bank & Trust
Virginia
$268K
XS
972
XR Securities
Illinois
$267K +$82.2K +6,565 +45%
GI
973
Gradient Investments
Minnesota
$267K -$25.5K -2,038 -9%
AI
974
Accredited Investors
Minnesota
$266K -$1.43K -114 -0.5%
SF
975
Summit Financial
New Jersey
$266K +$8.9K +711 +3%