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Name Holding Trade Value Shares
Change
Change in
Stake
NAG
1401
Northstar Advisory Group
New Jersey
$354K -$953K -2,201 -73%
LTI
1402
Laffer Tengler Investments
Tennessee
$353K -$198K -458 -38%
RG
1403
Renaissance Group
Kentucky
$353K -$14.7K -34 -4%
DWA
1404
Delap Wealth Advisory
Oregon
$352K +$329K +759 New
JCM
1405
Jacobsen Capital Management
Utah
$352K -$10.8K -25 -3%
MA
1406
MONECO Advisors
Connecticut
$351K +$32K +74 +11%
PBO
1407
Peoples Bank (Ohio)
Ohio
$351K +$23.4K +54 +8%
RWA
1408
Rooted Wealth Advisors
Illinois
$347K
KIA
1409
KLR Investment Advisors
Rhode Island
$347K -$1.73K -4 -0.5%
NJIM
1410
Nabity-Jensen Investment Management
Nebraska
$346K
CP
1411
Canopy Partners
Ohio
$345K +$66.7K +154 +26%
RCM
1412
Radnor Capital Management
Pennsylvania
$345K -$35.9K -83 -10%
MAWA
1413
Moss Adams Wealth Advisors
Washington
$345K +$103K +237 +47%
HBT
1414
Heartland Bank & Trust
Illinois
$345K -$2.6K -6 -0.8%
TA
1415
TrueWealth Advisors
Alabama
$342K -$10.8K -25 -3%
FAFN
1416
First Affirmative Financial Network
Colorado
$341K -$9.09K -21 -3%
BAM
1417
Berkshire Asset Management
Pennsylvania
$340K -$3.46K -8 -1%
FNBOH
1418
First National Bank of Hutchinson
Kansas
$340K +$5.63K +13 +2%
FFP
1419
FourThought Financial Partners
Florida
$340K -$5.2K -12 -2%
ICG
1420
InterOcean Capital Group
Tennessee
$339K +$35.1K +81 +12%
CA
1421
Crewe Advisors
Utah
$339K +$316K +730 New
LA
1422
Legacy Advisors
Pennsylvania
$338K -$80.5K -186 -20%
CWM
1423
Cahaba Wealth Management
Georgia
$335K -$3.46K -8 -1%
CFP
1424
Cascade Financial Partners
California
$334K +$323K +747 New
PA
1425
PFG Advisors
Arizona
$333K -$53.7K -124 -15%