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Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
951
Guardian Wealth Advisors (North Carolina)
North Carolina
$366K -$318 -4 -0.1%
SWASL
952
Spartan Wealth Advisory Services LLC
Michigan
$365K +$390K +4,902 New
LIA
953
LBMC Investment Advisors
Tennessee
$365K -$120K -1,504 -23%
MPWT
954
MassMutual Private Wealth & Trust
Connecticut
$364K -$66.8K -840 -15%
LAM
955
L2 Asset Management
Massachusetts
$364K +$14.7K +185 +4%
MCM
956
MV Capital Management
Maryland
$363K -$15.4K -194 -4%
OWM
957
OneAscent Wealth Management
Alabama
$363K -$4.77K -60 -1%
BCP
958
Blackhawk Capital Partners
Wisconsin
$363K +$56.8K +715 +17%
QFA
959
Quantum Financial Advisors
California
$363K -$1.91K -24 -0.5%
SWA
960
Stratos Wealth Advisors
Ohio
$362K -$2.31K -29 -0.6%
DWM
961
Drive Wealth Management
Utah
$362K +$30.5K +384 +9%
BAM
962
Burkett Asset Management
$361K +$386K +4,850 New
SF
963
Symphony Financial
Texas
$361K +$85.5K +1,075 +28%
SB
964
Sunflower Bank
Texas
$358K -$2.62K -33 -0.7%
HA
965
Herold Advisors
New York
$358K +$39.7K +500 +12%
AF
966
Advisornet Financial
Minnesota
$357K -$18.7K -235 -5%
FWP
967
Flatrock Wealth Partners
California
$357K +$32.5K +409 +9%
TPI
968
Trust Point Inc
Wisconsin
$357K -$28.1K -354 -7%
IAS
969
Insigneo Advisory Services
Florida
$356K +$19.2K +241 +5%
AMBIA
970
Allen Mooney & Barnes Investment Advisors
Georgia
$354K
LTAS
971
Linden Thomas Advisory Services
North Carolina
$353K -$9.78K -123 -3%
SIC
972
Salem Investment Counselors
North Carolina
$352K +$128K +1,611 +52%
TCIIS
973
TIAA-CREF Individual & Institutional Services
New York
$352K +$375K +4,719 New
WIM
974
WealthPlan Investment Management
Nebraska
$351K +$41.7K +525 +13%
OR
975
Olympiad Research
Connecticut
$350K -$126K -1,586 -25%