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Name Holding Trade Value Shares
Change
Change in
Stake
NJIM
1501
Nabity-Jensen Investment Management
Nebraska
$357K +$9K +20 +3%
CP
1502
Canopy Partners
Ohio
$357K +$9.9K +22 +3%
NWAG
1503
Net Worth Advisory Group
Utah
$356K -$10.4K -23 -3%
Pine Valley Investments
1504
Pine Valley Investments
New Jersey
$356K +$35.1K +78 +11%
PEA
1505
Park Edge Advisors
Ohio
$355K -$451K -1,001 -57%
PFW
1506
Petros Family Wealth
Minnesota
$355K +$18K +40 +6%
MSAM
1507
Moloney Securities Asset Management
Missouri
$354K +$450 +1 +0.1%
LA
1508
Latitude Advisors
Florida
$354K -$17.1K -38 -5%
CPRC
1509
Consolidated Portfolio Review Corp
New York
$354K +$9K +20 +3%
SIA
1510
Soltis Investment Advisors
Utah
$354K +$91.8K +204 +37%
SG
1511
StoneX Group
New York
$353K -$53.6K -119 -14%
GFA
1512
Gallagher Fiduciary Advisors
Illinois
$352K – – –
Martingale Asset Management
1513
Martingale Asset Management
Massachusetts
$352K -$4.05K -9 -1%
SCM
1514
Schnieders Capital Management
California
$350K – – –
PHS
1515
Pekin Hardy Strauss
Illinois
$349K -$45K -100 -12%
MCWA
1516
Meadow Creek Wealth Advisors
Georgia
$346K +$2.7K +6 +0.8%
RCM
1517
Radnor Capital Management
Pennsylvania
$346K – – –
EFG
1518
Ethos Financial Group
Pennsylvania
$345K +$334K +741 New
AFG
1519
ABLE Financial Group
Arizona
$344K -$21.2K -47 -6%
TWM
1520
TSA Wealth Management
Texas
$344K +$4.05K +9 +1%
SIA
1521
SGL Investment Advisors
Montana
$343K +$77K +171 +29%
RG
1522
Renaissance Group
Kentucky
$343K -$10.4K -23 -3%
TA
1523
TrueWealth Advisors
Alabama
$340K +$4.5K +10 +1%
WGCA
1524
Wolf Group Capital Advisors
Virginia
$339K +$328K +729 New
SBIA
1525
Sheaff Brock Investment Advisors
Indiana
$336K – – –