Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1676
Abundance Wealth Counselors
Pennsylvania
$317K -$11.6K -308 -3%
BFO
1677
Biltmore Family Office
North Carolina
$317K -$37.2K -984 -10%
AG
1678
AmeriFlex Group
Nevada
$316K -$252K -6,669 -44%
LIA
1679
LBMC Investment Advisors
Tennessee
$316K -$1.25K -33 -0.4%
FFA
1680
Founders Financial Alliance
North Carolina
$316K -$982 -26 -0.3%
TGAM
1681
TBH Global Asset Management
Tennessee
$316K +$9.44K +250 +3%
EPIM
1682
Evelyn Partners Investment Management
$316K – – –
BWM
1683
Bullock Wealth Management
Indiana
$316K -$3.02K -80 -0.9%
FFG
1684
Frisch Financial Group
New York
$315K -$631K -16,716 -66%
WTA
1685
Washington Trust Advisors
Massachusetts
$315K -$35.3K -936 -10%
RB
1686
Rodgers Brothers
Pennsylvania
$315K -$13.2K -350 -4%
VA
1687
Valmark Advisers
Ohio
$315K -$8.76K -232 -3%
SCM
1688
Sterling Capital Management
North Carolina
$314K -$422K -11,188 -57%
LJHT
1689
Laurie J. Hall Trustee
$314K – – –
FGA
1690
Fortis Group Advisors
New Jersey
$314K -$19.6K -520 -7%
WI
1691
WrapManager Inc
California
$313K +$321K +8,490 New
NAM
1692
NTV Asset Management
West Virginia
$313K +$944 +25 +0.3%
LOWM
1693
Laurel Oak Wealth Management
New Jersey
$312K +$319K +8,457 New
FCMC
1694
Founders Capital Management (Connecticut)
Connecticut
$312K – – –
CWA
1695
CM Wealth Advisors
Ohio
$312K -$15.1K -400 -5%
VWA
1696
VERITY Wealth Advisors
United States
$312K – – –
CPW
1697
Cove Private Wealth
New York
$311K +$318K +8,433 New
MFWP
1698
Mosaic Family Wealth Partners
Missouri
$311K -$9.4K -249 -3%
KIC
1699
Keating Investment Counselors
Florida
$310K -$100K -2,650 -24%
GAG
1700
GM Advisory Group
New York
$309K +$69.6K +1,843 +28%