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Name Holding Trade Value Shares
Change
Change in
Stake
VF
2876
Virtu Financial
New York
$297K +$4.49K +15 +2%
BFAG
2877
Blackston Financial Advisory Group
Florida
$297K -$483K -1,615 -63%
SFP
2878
Sterling Financial Planning
New Jersey
$297K -$21.8K -73 -7%
HNW
2879
High Note Wealth
Minnesota
$296K -$598 -2 -0.2%
1NWS
2880
1 North Wealth Services
Maryland
$294K -$4.79K -16 -2%
BTIM
2881
BancFirst Trust & Investment Management
Oklahoma
$294K -$99K -331 -26%
VWM
2882
VanWeelden Wealth Management
Ohio
$294K +$1.5K +5 +0.5%
SIG
2883
Sargent Investment Group
Maryland
$294K -$2.99K -10 -1%
MGWA
2884
Monument Group Wealth Advisors
Massachusetts
$293K
PG
2885
Patten Group
Tennessee
$293K -$4.19K -14 -1%
GSIS
2886
Global Strategic Investment Solutions
Arizona
$293K -$598 -2 -0.2%
1WM
2887
1858 Wealth Management
Ohio
$293K -$299 -1 -0.1%
NF
2888
NavPoint Financial
Minnesota
$293K +$29.9K +100 +12%
JAA
2889
Joel Adams & Associates
North Carolina
$291K +$72.7K +243 +35%
OWA
2890
One Wealth Advisors
California
$291K
MAM
2891
Martingale Asset Management
Massachusetts
$290K +$2.99K +10 +1%
SIM
2892
Synergy Investment Management
Florida
$290K
CM
2893
Cercano Management
Washington
$290K
KAM
2894
Knightsbridge Asset Management
California
$289K +$277K +926 New
SWP
2895
SIMA Wealth Partners
Virginia
$289K
AT
2896
Avalon Trust
New Mexico
$289K -$3.89K -13 -1%
SWA
2897
Safir Wealth Advisors
New Hampshire
$288K +$62.2K +208 +29%
RCP
2898
Rothschild Capital Partners
New York
$287K +$275K +920 New
BPFA
2899
Barnes Pettey Financial Advisors
Mississippi
$287K -$5.98K -20 -2%
ECM
2900
Estabrook Capital Management
New York
$287K