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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
2776
Register Financial Advisors
Georgia
$273K +$1.45K +5 +0.5%
AMG
2777
Advisors Management Group
Wisconsin
$271K -$6.98K -24 -2%
HCMT
2778
Highland Capital Management (Tennessee)
Tennessee
$270K -$16K -55 -5%
LWM
2779
Laidlaw Wealth Management
New York
$269K -$1.07M -3,664 -79%
MCAI
2780
Members Capital Advisors Inc
Wisconsin
$269K – – –
BWG
2781
Berry Wealth Group
Texas
$269K +$28.8K +99 +12%
NPF
2782
Norris Perne & French
Michigan
$268K +$277K +952 New
ACM
2783
Ardent Capital Management
Ohio
$268K – – –
GBWM
2784
Granite Bay Wealth Management
New Hampshire
$268K +$277K +952 New
RAM
2785
Ramirez Asset Management
New York
$268K – – –
MGIA
2786
Matthew Goff Investment Advisor
Texas
$268K -$23.6K -81 -8%
RB
2787
Richmond Brothers
Michigan
$267K -$73.9K -254 -21%
AWM
2788
Allen Wealth Management
North Carolina
$267K – – –
FP
2789
Financial Perspectives
Minnesota
$267K -$872 -3 -0.3%
NRI
2790
NFP Retirement Inc
California
$267K -$8.14K -28 -3%
BPFA
2791
Barnes Pettey Financial Advisors
Mississippi
$265K +$37.8K +130 +16%
RA
2792
Ruggaard & Associates
Ohio
$265K -$17.2K -59 -6%
OWA
2793
One Wealth Advisors
California
$264K – – –
LWMG
2794
Levy Wealth Management Group
Pennsylvania
$264K – – –
XS
2795
XR Securities
Illinois
$263K -$613K -2,109 -69%
KMWM
2796
Keudell/Morrison Wealth Management
Oregon
$262K -$51.8K -178 -16%
DJYG
2797
David J. Yvars Group
Florida
$262K -$5.82K -20 -2%
PCTC
2798
Perkins Coie Trust Company
Washington
$262K – – –
AFP
2799
Alpha Financial Partners
Kentucky
$261K -$69.8K -240 -21%
CFD
2800
Creative Financial Designs
Indiana
$261K -$35.2K -121 -12%