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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
2426
HFM Investment Advisors
New Jersey
$402K +$396K +1,617 New
SDWMA
2427
Schneider Downs Wealth Management Advisors
Pennsylvania
$401K – – –
PWM
2428
Paulson Wealth Management
Illinois
$400K -$59.7K -244 -13%
KFA
2429
Krane Funds Advisors
New York
$400K -$22.5K -92 -5%
DAM
2430
Diamant Asset Management
Connecticut
$400K – – –
RMAM
2431
Raab & Moskowitz Asset Management
New Jersey
$400K +$6.12K +25 +2%
FWA
2432
FSC Wealth Advisors
New York
$399K +$35.2K +144 +10%
CG
2433
Clarus Group
Texas
$398K +$14.7K +60 +4%
SWA
2434
Strategies Wealth Advisors
Michigan
$398K +$392K +1,601 New
FCG
2435
Fielder Capital Group
Tennessee
$398K +$18.8K +77 +5%
Loomis, Sayles & Company
2436
Loomis, Sayles & Company
Massachusetts
$398K +$113K +462 +41%
VI
2437
Versor Investments
New York
$398K -$392K -1,602 -50%
DP
2438
Denver PWM
Colorado
$398K +$391K +1,600 New
FFA
2439
Florida Financial Advisors
Florida
$398K -$8.81K -36 -2%
MW
2440
Maia Wealth
Colorado
$397K +$13.2K +54 +3%
SSW
2441
Stone Summit Wealth
Florida
$397K +$36.7K +150 +10%
BFA
2442
Bright Financial Advisors
Michigan
$396K – – –
BWA
2443
Blodgett Wealth Advisors
California
$396K – – –
MWM
2444
MinichMacGregor Wealth Management
New York
$396K +$389K +1,592 New
BWA
2445
Bordeaux Wealth Advisors
California
$396K -$2.2K -9 -0.6%
RSWA
2446
Robinson Smith Wealth Advisors
Maine
$396K +$48.9K +200 +14%
BFW
2447
Brady Family Wealth
Missouri
$395K +$734 +3 +0.2%
PCI
2448
Planning Center Inc
Illinois
$395K – – –
FPWM
2449
FSB Premier Wealth Management
Iowa
$394K -$5.38K -22 -1%
W
2450
Wealthquest
Ohio
$393K +$1.71K +7 +0.4%