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Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
751
Retirement Planning Group (Kansas)
Kansas
$257K -$8.94K -34 -4%
GT
752
Glenview Trust
Kentucky
$257K +$241K +917 New
LC
753
Lawood & Co
Pennsylvania
$256K -$16K -61 -6%
EFG
754
Ethos Financial Group
Pennsylvania
$256K -$53.6K -204 -20%
PA
755
Profund Advisors
Maryland
$256K -$2.89K -11 -1%
PTP
756
Platform Technology Partners
New York
$254K +$238K +907 New
FAOAI
757
Fund Advisors of America Inc
Florida
$254K +$10.8K +41 +5%
HSA
758
HBK Sorce Advisory
Pennsylvania
$253K -$3.68K -14 -2%
PF
759
Phoenix Financial
Israel
$251K +$22.3K +85 +10%
PB
760
Pinnacle Bancorp
Nebraska
$250K -$60.5K -230 -20%
AAM
761
Auxier Asset Management
Oregon
$249K – – –
BWFA
762
Baltimore-Washington Financial Advisors
Maryland
$249K +$1.05K +4 +0.5%
SF
763
Summit Financial
New Jersey
$248K +$233K +885 New
WFA
764
Woodward Financial Advisors
North Carolina
$245K – – –
KWM
765
Kingsview Wealth Management
Oregon
$243K +$9.99K +38 +5%
CYG
766
Clean Yield Group
Vermont
$241K – – –
SPWM
767
Smith Partners Wealth Management
North Carolina
$239K – – –
ST
768
Somerset Trust
Pennsylvania
$238K -$3.68K -14 -2%
CTC
769
Central Trust Company
Missouri
$235K – – –
LJHT
770
Laurie J. Hall Trustee
$235K – – –
WA
771
Wealth Alliance
New York
$235K +$1.05K +4 +0.5%
TIA
772
Tiemann Investment Advisors
California
$235K -$13.1K -50 -6%
IP
773
Ignite Planners
California
$234K +$9.46K +36 +5%
EH
774
Equitable Holdings
New York
$233K -$259K -986 -54%
KFC
775
Klingenstein Fields & Co
New York
$232K – – –