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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
2851
Pacific Capital Wealth Advisors
California
$290K -$3.87K -15 -1%
BFC
2852
Blue Fin Capital
Rhode Island
$290K +$254K +985 New
AIA
2853
Accelerate Investment Advisors
California
$290K +$254K +984 New
CCP
2854
Clarity Capital Partners
California
$290K -$32.7K -127 -11%
CFSG
2855
Community Financial Services Group
Vermont
$290K – – –
TC
2856
TAGStone Capital
North Carolina
$289K +$258 +1 +0.1%
SMF
2857
Sterling Manor Financial
New York
$289K – – –
RCM
2858
RB Capital Management
Nevada
$289K -$29.9K -116 -11%
LWA
2859
Lowe Wealth Advisors
Maryland
$289K – – –
RC
2860
Rovin Capital
Arizona
$288K +$251K +976 New
SC
2861
Schubert & Co
Texas
$288K +$3.61K +14 +1%
KWM
2862
KFG Wealth Management
Indiana
$288K -$59.3K -230 -19%
FFL
2863
Financial Freedom LLC
Ohio
$288K +$1.29K +5 +0.5%
TWA
2864
Talisman Wealth Advisors
New Jersey
$287K +$258 +1 +0.1%
FNA
2865
First National Advisers
Nebraska
$286K +$18.3K +71 +8%
PCS
2866
Private Client Services
Kentucky
$286K +$250K +969 New
PRP
2867
Peak Retirement Planning
Ohio
$285K – – –
SPAS
2868
Spectrum Planning & Advisory Services
California
$284K +$248K +964 New
PFA
2869
Pinnacle Family Advisors
Missouri
$284K +$1.03K +4 +0.4%
LSWP
2870
Liberty Square Wealth Partners
Pennsylvania
$283K -$31.2K -121 -11%
Vanguard Capital Wealth Advisors
2871
Vanguard Capital Wealth Advisors
Colorado
$283K – – –
RIM
2872
RW Investment Management
Idaho
$283K +$247K +960 New
PK
2873
Pflug Koory
Nebraska
$282K -$5.93K -23 -2%
SRC
2874
Sage Rhino Capital
California
$282K +$15.7K +61 +7%
FFG
2875
First Financial Group
North Carolina
$282K – – –