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Name Holding Trade Value Shares
Change
Change in
Stake
FSG
2751
Financial Strategies Group
Michigan
$266K
BWM
2752
Buska Wealth Management
Wisconsin
$266K -$2.02K -31 -0.7%
MWP
2753
Meridian Wealth Partners
Pennsylvania
$266K +$40.9K +627 +17%
B
2754
Bensler
Washington
$265K +$1.83K +28 +0.7%
VNA
2755
Valley National Advisers
Pennsylvania
$265K +$20.2K +310 +8%
LB
2756
Legacy Bridge
Iowa
$265K
RA
2757
Riversedge Advisors
Delaware
$264K -$19.9K -305 -7%
WI
2758
Westbourne Investments
Virginia
$263K +$276K +4,230 New
PPWM
2759
Paragon Private Wealth Management
Kentucky
$263K +$29.9K +458 +12%
TA
2760
TruWealth Advisors
Louisiana
$263K +$4.44K +68 +2%
FI
2761
Financial Insights
Washington
$263K -$26.7K -409 -9%
GA
2762
GSG Advisors
New Jersey
$262K -$587 -9 -0.2%
PCMC
2763
Private Capital Management (Colorado)
Colorado
$262K -$50.3K -771 -15%
BSSFA
2764
Baron Silver Stevens Financial Advisors
Florida
$262K
TPW
2765
Transatlantique Private Wealth
New York
$261K -$148K -2,264 -35%
HFS
2766
Hoge Financial Services
Pennsylvania
$261K +$4.18K +64 +2%
FCM
2767
Family Capital Management
Michigan
$260K +$8.75K +134 +3%
PIM
2768
Pullen Investment Management
Florida
$259K
HFP
2769
Holistic Financial Partners
Indiana
$259K -$28.5K -436 -10%
NCTC
2770
New Covenant Trust Company
Indiana
$258K -$13.2K -202 -5%
ST
2771
Sageworth Trust
Pennsylvania
$258K
BBA
2772
Braun-Bostich & Associates
Pennsylvania
$258K +$7.18K +110 +3%
LTI
2773
Laffer Tengler Investments
Tennessee
$258K -$229K -3,514 -46%
PTCG
2774
Pring Turner Capital Group
California
$258K -$19.9K -305 -7%
ITIM
2775
Indiana Trust & Investment Management
Indiana
$258K