Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1751
LCM Capital Management
Illinois
$282K -$29K -769 -9%
FHA
1752
Flagship Harbor Advisors
Massachusetts
$282K -$89.3K -2,366 -24%
AWA
1753
AmeriServ Wealth Advisors
Pennsylvania
$282K -$55.1K -1,459 -16%
BWAM
1754
Boyd Watterson Asset Management
Ohio
$282K -$38 -1 -0%
CCP
1755
Cane Capital Partners
Louisiana
$281K +$288K +7,625 New
SW
1756
SMART Wealth
Nebraska
$279K +$286K +7,564 New
DFG
1757
Demars Financial Group
Washington
$279K +$285K +7,550 New
SPWM
1758
Spartan Planning & Wealth Management
North Carolina
$277K +$284K +7,519 New
FFS
1759
Founders Financial Securities
Maryland
$277K +$6.65K +176 +2%
Pzena Investment Management
1760
Pzena Investment Management
New York
$277K -$30.2K -800 -10%
SL
1761
Salomon & Ludwin
Virginia
$277K +$8.16K +216 +3%
TWM
1762
Thrive Wealth Management
Pennsylvania
$277K -$5.74K -152 -2%
MPW
1763
Melone Private Wealth
Michigan
$277K – – –
TFG
1764
Taylor Financial Group
Virginia
$276K -$27.8K -735 -9%
HAS
1765
HBW Advisory Services
California
$275K +$29.9K +791 +12%
ASG
1766
Ariston Services Group
California
$274K – – –
TFA
1767
Trinity Financial Advisors
Ohio
$274K +$21.9K +579 +8%
CCM
1768
Crabel Capital Management
California
$274K +$281K +7,436 New
DWM
1769
Defined Wealth Management
Oregon
$274K +$2.34K +62 +0.8%
SWGC
1770
Summit Wealth Group (Colorado)
Colorado
$274K +$2.45K +65 +0.9%
AIC
1771
Archer Investment Corporation
Indiana
$274K – – –
CIP
1772
Convergence Investment Partners
Florida
$273K +$39.1K +1,035 +16%
CWA
1773
Cura Wealth Advisors
Illinois
$272K -$39.5K -1,047 -12%
LG
1774
LaFleur & Godfrey
Michigan
$272K – – –
CAM
1775
Cozad Asset Management
Illinois
$272K – – –