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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1401
Deseret Mutual Benefit Administrators
Utah
$299K -$64.7K -178 -16%
AFW
1402
Avantra Family Wealth
Pennsylvania
$299K +$40.7K +112 +13%
FCP
1403
Fidelis Capital Partners
Florida
$299K -$25.8K -71 -7%
PAG
1404
Poinciana Advisors Group
Florida
$298K – – –
CL
1405
CLG LLC
California
$298K – – –
BI
1406
Ballast Inc
Kentucky
$298K -$9.08K -25 -3%
WMG
1407
WESCAP Management Group
California
$297K -$3.27K -9 -0.9%
SIAP
1408
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$297K – – –
IAN
1409
Integrated Advisors Network
Texas
$297K +$16.4K +45 +5%
FWP
1410
Family Wealth Partners
North Carolina
$297K – – –
IC
1411
Inscription Capital
Texas
$296K +$21.8K +60 +7%
BWM
1412
BCS Wealth Management
Tennessee
$296K -$9.81K -27 -3%
IIC
1413
Integrated Investment Consultants
Michigan
$295K – – –
CCAM
1414
Cascades Capital Asset Management
North Carolina
$295K -$12K -33 -3%
ICP
1415
Impact Capital Partners
Colorado
$294K -$3.27K -9 -0.9%
SWGC
1416
Summit Wealth Group (Colorado)
Colorado
$293K +$20K +55 +6%
BBL
1417
Beck Bode LLC
Massachusetts
$292K -$34.5K -95 -9%
IF
1418
Intrua Financial
Texas
$291K +$22.5K +62 +7%
GPA
1419
Garrison Point Advisors
California
$291K – – –
LWM
1420
LJI Wealth Management
Indiana
$291K – – –
SF
1421
Symphony Financial
Texas
$291K -$7.99K -22 -2%
CNB
1422
Camden National Bank
Maine
$290K +$25.1K +69 +8%
TWIM
1423
TIAA Wealth Investment Management
New York
$289K +$66.1K +182 +25%
AHL
1424
Abel Hall LLC
Louisiana
$289K +$1.82K +5 +0.5%
UAS
1425
United Asset Strategies
New York
$288K +$88.7K +244 +36%