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Name Holding Trade Value Shares
Change
Change in
Stake
ES
2426
Eagle Strategies
New York
$217K -$291K -6,720 -54%
SMA
2427
Sage Mountain Advisors
Georgia
$216K -$25.5K -590 -9%
LDFR
2428
Lehman & Derafelo Financial Resources
Pennsylvania
$216K +$13K +300 +5%
B
2429
Bridgeworth
Alabama
$215K -$37.2K -859 -13%
FC
2430
Forte Capital
New York
$215K -$8.96K -207 -3%
LIA
2431
LBMC Investment Advisors
Tennessee
$215K +$389 +9 +0.2%
EWG
2432
Executive Wealth Group
Washington
$214K +$822 +19 +0.3%
NG
2433
NatWest Group
United Kingdom
$214K -$230K -5,320 -48%
PPW
2434
Pinnacle Private Wealth
Massachusetts
$214K -$15.2K -351 -6%
WAM
2435
Walker Asset Management
Missouri
$214K +$6.53K +151 +3%
HIP
2436
HUB Investment Partners
Texas
$213K -$59.1K -1,365 -19%
FC
2437
Fulcrum Capital
Washington
$213K
NC
2438
NinePointTwo Capital
California
$213K +$6.27K +145 +3%
NC
2439
NovaPoint Capital
Georgia
$213K +$17.3K +400 +8%
MFG
2440
Magnus Financial Group
New York
$212K -$8.74K -202 -3%
MLFP
2441
MPS Loria Financial Planners
Illinois
$212K +$87 +2 +0%
HNW
2442
High Note Wealth
Minnesota
$212K +$245K +5,669 New
VCM
2443
Vision Capital Management
Oregon
$211K
PA
2444
Parkside Advisors
California
$211K +$1.04K +24 +0.4%
BHC
2445
Bowen Hanes & Co
Florida
$210K
CBB
2446
Citizens Business Bank
California
$209K -$24K -554 -9%
CAM
2447
Covenant Asset Management
New Jersey
$209K +$43 +1 +0%
AWM
2448
Altus Wealth Management
Kentucky
$209K +$242K +5,595 New
DFS
2449
Dixon Fnancial Services
California
$208K -$735 -17 -0.3%
AFAS
2450
Acorn Financial Advisory Services
Virginia
$208K +$241K +5,563 New