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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
3051
Voya Financial Advisors
Connecticut
$277K -$48.1K -191 -16%
RFA
3052
Rollins Financial Advisors
New York
$277K +$248K +986 New
S
3053
SharpePoint
Arizona
$277K -$14.1K -56 -5%
SP
3054
Symmetry Partners
Connecticut
$277K +$248K +985 New
OWM
3055
Orca Wealth Management
Florida
$277K +$1.26K +5 +0.5%
MGI
3056
Miller Global Investments
Texas
$276K +$59K +234 +31%
IWMO
3057
Integrated Wealth Management (Ohio)
Ohio
$275K -$30K -119 -11%
MA
3058
MW Advisory
Georgia
$275K +$246K +978 New
PFM
3059
Peak Financial Management
Massachusetts
$275K +$31.7K +126 +15%
RWA
3060
Rooted Wealth Advisors
Illinois
$275K +$246K +977 New
SFB
3061
STAR Financial Bank
Indiana
$274K -$91K -361 -27%
TP
3062
Thayer Partners
Pennsylvania
$273K -$14.9K -59 -6%
HCM
3063
Hollencrest Capital Management
California
$273K +$1.51K +6 +0.6%
DWS
3064
Discipline Wealth Solutions
South Carolina
$273K -$40.3K -160 -14%
LFP
3065
Lakeshore Financial Planning
Michigan
$273K +$504 +2 +0.2%
MAG
3066
M3 Advisory Group
Massachusetts
$273K +$26.7K +106 +12%
MAM
3067
MMA Asset Management
Pennsylvania
$273K -$7.31K -29 -3%
HWM
3068
HighMark Wealth Management
Minnesota
$272K +$1.26K +5 +0.5%
CWM
3069
Cherrydale Wealth Management
New Jersey
$272K +$14.4K +57 +6%
MCM
3070
Monument Capital Management
Virginia
$271K +$4.28K +17 +2%
SB
3071
Sunflower Bank
Texas
$271K -$169K -669 -41%
RMF
3072
Red Mountain Financial
Colorado
$271K +$504 +2 +0.2%
CKAIS
3073
Christensen King & Associates Investment Services
Washington
$271K
SFWC
3074
Strategic Family Wealth Counselors
New Jersey
$270K +$242K +961 New
Vanguard Capital Wealth Advisors
3075
Vanguard Capital Wealth Advisors
Colorado
$270K +$12.6K +50 +5%