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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2526
AA Financial Advisors
Ohio
$401K +$378K +812 New
BMC
2527
Benin Management Corp
Connecticut
$399K – – –
CFA
2528
Capstone Financial Advisors
Illinois
$399K +$3.25K +7 +0.9%
SIC
2529
Sigma Investment Counselors
Michigan
$399K – – –
DA
2530
DSC Advisors
Illinois
$398K -$16.7K -36 -4%
IDBONY
2531
Israel Discount Bank of New York
New York
$398K -$9.3K -20 -2%
UBV
2532
United Bank (Virginia)
Virginia
$398K -$62.8K -135 -14%
OWM
2533
Orgel Wealth Management
Wisconsin
$396K -$42.3K -91 -10%
PMFA
2534
Plante Moran Financial Advisors
Michigan
$395K +$6.51K +14 +2%
NRWA
2535
North Ridge Wealth Advisors
Oregon
$395K – – –
OMIC
2536
Old Mission Investment Co
Michigan
$395K – – –
LGG
2537
Luts & Greenleigh Group
Maryland
$395K +$88.8K +191 +31%
OAM
2538
Occidental Asset Management
California
$394K +$5.58K +12 +2%
OWA
2539
Octavia Wealth Advisors
Ohio
$394K +$45.6K +98 +14%
AA
2540
Axiom Advisory
California
$393K +$465 +1 +0.1%
FA
2541
Fortis Advisors
Pennsylvania
$393K – – –
RIA
2542
Realta Investment Advisors
Delaware
$393K -$2.48M -5,343 -87%
QP
2543
Quilter Plc
United Kingdom
$392K -$3.25K -7 -0.9%
EA
2544
Echo45 Advisors
California
$391K -$20.5K -44 -5%
GC
2545
GFG Capital
Florida
$390K -$322K -692 -35%
CPW
2546
Catalyst Private Wealth
California
$390K – – –
DWMS
2547
Dominguez Wealth Management Solutions
Virginia
$389K – – –
TWP
2548
Tempus Wealth Planning
California
$388K +$28.8K +62 +9%
Cohen & Steers
2549
Cohen & Steers
New York
$388K +$1.4K +3 +0.4%
CPWA
2550
Cerro Pacific Wealth Advisors
California
$387K – – –