Name Holding Trade Value Shares
Change
Change in
Stake
RG
1626
Renaissance Group
Kentucky
$279K +$3.85K +9 +1%
CA
1627
CoreCap Advisors
Michigan
$279K +$7.28K +17 +3%
OWA
1628
Outlook Wealth Advisors
Texas
$277K +$4.71K +11 +2%
DE
1629
DV Equities
Illinois
$276K +$278K +648 New
PPA
1630
Painted Porch Advisors
California
$275K -$156K -363 -36%
WC
1631
Woodstock Corp
Massachusetts
$275K +$857 +2 +0.3%
MHC
1632
May Hill Capital
Massachusetts
$275K -$41.1K -96 -13%
AFG
1633
ABLE Financial Group
Arizona
$274K -$8.57K -20 -3%
Acadian Asset Management
1634
Acadian Asset Management
Massachusetts
$274K -$7.31M -17,069 -96%
FHC
1635
First Horizon Corporation
Tennessee
$272K -$33K -77 -11%
OF
1636
Optimize Financial
California
$272K -$8.57K -20 -3%
TPWA
1637
TRUE Private Wealth Advisors
Oregon
$272K – – –
AI
1638
AXS Investments
New York
$271K -$11.1K -26 -4%
RRA
1639
Red Reef Advisors
Florida
$271K +$272K +635 New
SIM
1640
Stratos Investment Management
Ohio
$271K -$178K -415 -40%
KC
1641
Karras Company
Utah
$269K +$270K +630 New
SIC
1642
Sterling Investment Counsel
New York
$268K +$54.8K +128 +25%
EIG
1643
Ellenbecker Investment Group
Wisconsin
$268K – – –
PCM
1644
Princeton Capital Management
New Jersey
$268K -$21.4K -50 -7%
RAM
1645
Redmond Asset Management
Virginia
$268K -$13.7K -32 -5%
AFA
1646
Alpha Financial Advisors
North Carolina
$268K -$1.28K -3 -0.5%
SWA
1647
Strategies Wealth Advisors
Michigan
$267K -$480K -1,120 -64%
HPM
1648
Hoxton Planning & Management
West Virginia
$266K -$90.4K -211 -25%
SDWMA
1649
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K +$267K +623 New
PA
1650
Prossimo Advisors
California
$265K +$39.8K +93 +18%