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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
2726
Capital Advisors Ltd
Ohio
$302K +$29.6K +443 +12%
NME
2727
Notis-McConarty Edward
$302K -$41.1K -616 -13%
TC
2728
Trust Company
Kansas
$302K -$190K -2,842 -40%
WA
2729
Wealthstream Advisors
New York
$301K +$11.3K +169 +4%
MFG
2730
Mosaic Financial Group
Illinois
$301K -$280K -4,200 -50%
FWM
2731
ForthRight Wealth Management
Georgia
$301K -$78.3K -1,173 -22%
ST
2732
Sageworth Trust
Pennsylvania
$300K +$3K +45 +1%
OFW
2733
Omnia Family Wealth
Florida
$300K +$278K +4,164 New
WIM
2734
Warwick Investment Management
Texas
$300K +$44.9K +673 +19%
MWP
2735
Meriwether Wealth & Planning
Louisiana
$299K +$22.6K +338 +9%
KWM
2736
KFG Wealth Management
Indiana
$299K +$3.41K +51 +1%
KA
2737
Kozak & Associates
Colorado
$298K -$83.7K -1,254 -23%
PFG
2738
Prosperity Financial Group
California
$298K +$52K +779 +23%
GSWM
2739
Golden State Wealth Management
California
$298K +$48.1K +720 +21%
BEAM
2740
Baker Ellis Asset Management
Washington
$297K -$25K -375 -8%
HBS
2741
Howard Bailey Securities
Indiana
$297K +$277K +4,146 New
ITIM
2742
Indiana Trust & Investment Management
Indiana
$297K +$668 +10 +0.2%
LTI
2743
Laffer Tengler Investments
Tennessee
$297K
TFM
2744
TFC Financial Management
Massachusetts
$297K -$29.4K -440 -10%
SEP
2745
Southland Equity Partners
Missouri
$296K +$13.8K +207 +5%
VPP
2746
Vertex Planning Partners
Illinois
$296K +$14K +209 +5%
CVA
2747
Central Valley Advisors
California
$295K -$33.7K -505 -11%
CWA
2748
Canvas Wealth Advisors
Kansas
$295K +$267K +3,994 New
DA
2749
Dillon & Associates
Michigan
$295K -$164K -2,450 -37%
6F
2750
626 Financial
Michigan
$294K +$7.55K +113 +3%