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Name Holding Trade Value Shares
Change
Change in
Stake
AG
2976
AmeriFlex Group
Nevada
$514K -$22.4K -69 -5%
JA
2977
JVL Associates
Michigan
$514K +$5.21K +16 +1%
AIM
2978
Axiom Investment Management
New York
$513K +$12.4K +38 +3%
PIWA
2979
Prevail Innovative Wealth Advisors
Kansas
$513K -$1.79M -5,490 -79%
PWP
2980
Prasad Wealth Partners
Ohio
$513K -$1.3K -4 -0.3%
TFA
2981
TrustWell Financial Advisors
Florida
$513K
FEG
2982
Financial Enhancement Group
Indiana
$511K +$20.8K +64 +5%
SCA
2983
Sippican Capital Advisors
Massachusetts
$511K
SFG
2984
Snider Financial Group
Washington
$511K +$325 +1 +0.1%
NA
2985
Nestegg Advisors
New York
$511K +$2.93K +9 +0.6%
PPF
2986
Pacific Park Financial
California
$510K
RA
2987
Riverstone Advisors
Texas
$510K +$75.8K +233 +19%
SP
2988
Symmetry Partners
Connecticut
$510K +$226K +695 +93%
SLA
2989
Silver Lake Advisory
Utah
$509K +$3.58K +11 +0.8%
AEPWM
2990
Atlantic Edge Private Wealth Management
Florida
$509K -$17.9K -55 -4%
WFA
2991
Wellspring Financial Advisors
Ohio
$505K -$167K -513 -26%
SA
2992
Sonoma Allocations
California
$505K -$46.5K -143 -9%
SHFG
2993
S Harris Financial Group
Texas
$505K -$72.2K -222 -13%
AWMNY
2994
Arcadia Wealth Management (New York)
New York
$505K
PCS
2995
Private Client Services
Kentucky
$505K -$16.3K -50 -3%
EWA
2996
Eagle Wealth Advisors
Connecticut
$504K +$26.4K +81 +6%
AFP
2997
Alpha Financial Partners
Kentucky
$504K -$39K -120 -8%
PWP
2998
Ponta Wealth Partners
Florida
$504K +$169K +518 +57%
LAM
2999
Lifestyle Asset Management
Texas
$503K +$19.5K +60 +4%
BF
3000
Brogan Financial
Tennessee
$503K +$2.6K +8 +0.6%