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Name Holding Trade Value Shares
Change
Change in
Stake
LSC
3176
Lesa Sroufe & Co
Washington
$261K -$19.5K -65 -7%
MLRA
3177
Main Line Retirement Advisors
Montana
$261K +$1.5K +5 +0.6%
FFL
3178
Financial Freedom LLC
Ohio
$261K -$28.5K -95 -10%
MAM
3179
Marquette Asset Management
Minnesota
$260K -$37.4K -125 -12%
NI
3180
NDVR Inc
Massachusetts
$260K -$205K -684 -44%
OAS
3181
Optivise Advisory Services
Tennessee
$260K +$262K +876 New
FNA
3182
First National Advisers
Nebraska
$259K -$33.2K -111 -11%
PHWM
3183
Palatine Hill Wealth Management
Michigan
$259K +$262K +876 New
HEM
3184
Henson-Edgewater Management
Ohio
$259K +$261K +873 New
EPW
3185
Evergreen Private Wealth
Colorado
$258K
NEPPG
3186
New England Professional Planning Group
Rhode Island
$258K
SM
3187
Sensible Money
Arizona
$257K +$1.2K +4 +0.5%
FNWM
3188
Financial Network Wealth Management
Utah
$257K
FFC
3189
First Financial Corp
Indiana
$257K
DF
3190
Downshift Financial
Colorado
$256K +$265K +884 New
NFA
3191
Northwest Financial Advisors
Virginia
$256K -$350K -1,167 -57%
SMF
3192
Sterling Manor Financial
New York
$256K -$35.3K -118 -12%
MWAM
3193
Manhattan West Asset Management
California
$255K -$1.5K -5 -0.6%
BWP
3194
Barlow Wealth Partners
Kentucky
$255K
FC
3195
Financial Council
Maryland
$255K
MS
3196
Monetary Solutions
Ohio
$255K +$258K +860 New
QWM
3197
QP Wealth Management
New Jersey
$255K +$258K +860 New
AOWM
3198
Asset One Wealth Management
Washington
$255K +$242K +809 New
DWS
3199
Discipline Wealth Solutions
South Carolina
$254K +$42.2K +141 +20%
DSA
3200
Droms Strauss Advisors
Missouri
$254K