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Name Holding Trade Value Shares
Change
Change in
Stake
OA
3051
Operose Advisors
Wisconsin
$268K +$4.9K +9 +2%
SGI
3052
Swan Global Investments
Colorado
$268K +$266K +489 New
LAM
3053
Lountzis Asset Management
Pennsylvania
$268K – – –
WI
3054
WBI Investments
New Jersey
$266K -$672K -1,234 -72%
UFA
3055
US Financial Advisors
Massachusetts
$265K -$2.18K -4 -0.8%
BZWA
3056
Blue Zone Wealth Advisors
California
$265K -$12.5K -23 -5%
GSIS
3057
Global Strategic Investment Solutions
Arizona
$265K -$2.18K -4 -0.8%
PP
3058
Postrock Partners
Oregon
$265K – – –
GF
3059
GGM Financials
Ohio
$265K +$544 +1 +0.2%
OPPS
3060
Obsidian Personal Planning Solutions
Maryland
$265K – – –
MEAC
3061
M.E. Allison & Co
Texas
$265K – – –
GA
3062
GoalVest Advisory
New York
$265K +$90.9K +167 +53%
RGC
3063
Roberts, Glore & Co
Illinois
$265K – – –
TPWA
3064
Twin Peaks Wealth Advisors
California
$264K +$22.3K +41 +9%
BC
3065
Bayforest Capital
United Kingdom
$264K +$136K +249 +107%
CFC
3066
Coyle Financial Counsel
Illinois
$264K +$262K +481 New
LFS
3067
Legacy Financial Strategies
Kansas
$264K +$5.44K +10 +2%
PFA
3068
Pathway Financial Advisers
Indiana
$263K – – –
FZCM
3069
Flynn Zito Capital Management
New York
$263K – – –
AFG
3070
Albion Financial Group
Utah
$262K -$4.36K -8 -2%
FDS
3071
Freedom Day Solutions
Texas
$262K -$83.3K -153 -24%
PFG
3072
Prospect Financial Group
Virginia
$261K +$8.71K +16 +3%
RC
3073
Rovin Capital
Arizona
$261K +$26.1K +48 +11%
NB
3074
Northwest Bancshares
Pennsylvania
$261K – – –
RPCA
3075
Running Point Capital Advisors
California
$261K +$259K +476 New