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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1426
Sax Wealth Advisors
New Jersey
$282K +$4.59K +210 +2%
ISWM
1427
Independent Solutions Wealth Management
New York
$282K -$91.9K -4,202 -26%
S
1428
SimplyRich
California
$282K -$5.65K -258 -2%
AP
1429
Adero Partners
California
$282K +$272K +12,414 New
CCAM
1430
Cascades Capital Asset Management
North Carolina
$282K
AC
1431
Avenir Corporation
Virginia
$281K +$21.9K +1,000 +9%
WIA
1432
Westbourne Investment Advisors
Maryland
$281K -$8.75K -400 -3%
MA
1433
MONECO Advisors
Connecticut
$281K -$52.8K -2,414 -16%
GPI
1434
General Partner Inc
Pennsylvania
$281K
BWP
1435
Balboa Wealth Partners
Arizona
$280K +$29.4K +1,343 +12%
KP
1436
Keel Point
Alabama
$280K +$270K +12,335 New
Pzena Investment Management
1437
Pzena Investment Management
New York
$280K +$270K +12,326 New
OL
1438
one8zero8 LLC
North Carolina
$280K +$10.9K +500 +4%
LCG
1439
Lakeshore Capital Group
Illinois
$279K +$17.7K +808 +7%
RMCM
1440
Reynders McVeigh Capital Management
Massachusetts
$278K -$41K -1,875 -13%
GI
1441
GAMCO Investors
Connecticut
$278K +$18.7K +854 +8%
BAM
1442
Brave Asset Management
New Jersey
$276K -$41.8K -1,910 -14%
TWM
1443
Tradition Wealth Management
Minnesota
$275K +$265K +12,130 New
EF
1444
Exeter Financial
Arizona
$275K -$6.19K -283 -2%
EW
1445
Enzi Wealth
Texas
$275K +$1.97K +90 +0.7%
CWP
1446
CFM Wealth Partners
Texas
$275K -$22K -1,004 -8%
KFGK
1447
Keystone Financial Group (Kentucky)
Kentucky
$275K -$481 -22 -0.2%
JSW
1448
Journey Strategic Wealth
New Jersey
$274K +$264K +12,079 New
TNBTD
1449
Trustmark National Bank Trust Department
Mississippi
$274K -$11.3K -515 -4%
TCM
1450
Traynor Capital Management
Pennsylvania
$274K -$323K -14,783 -55%