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Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
976
Litman Gregory Wealth Management
California
$247K +$224K +3,000 New
BFG
977
Berger Financial Group
Minnesota
$247K -$4.86K -65 -2%
NEWAS
978
N.E.W. Advisory Services
Wisconsin
$246K +$1.12K +15 +0.5%
MA
979
MJP Associates
Connecticut
$246K -$13.1K -175 -6%
BL
980
BFSG LLC
California
$244K -$7.02K -94 -3%
BWM
981
Brophy Wealth Management
New Hampshire
$243K +$220K +2,942 New
PFBT
982
Parkside Financial Bank & Trust
Missouri
$242K +$5.6K +75 +3%
LBA
983
Letko, Brosseau & Associates
Quebec, Canada
$239K – – –
TIA
984
Tiemann Investment Advisors
California
$239K – – –
PCM
985
Penserra Capital Management
California
$238K +$2.54K +34 +1%
VC
986
Vicus Capital
Pennsylvania
$237K -$192K -2,569 -47%
C
987
CEDRUS
Colorado
$237K -$130K -1,737 -38%
TW
988
TrinityPoint Wealth
Connecticut
$237K +$214K +2,870 New
SLI
989
Sumitomo Life Insurance
Japan
$237K +$5.9K +79 +3%
SB
990
Strategic Blueprint
Georgia
$236K -$192K -2,576 -47%
EWA
991
EverSource Wealth Advisors
Alabama
$235K +$1.87K +25 +0.9%
IFG
992
Independent Financial Group
California
$234K +$212K +2,839 New
APA
993
Astoria Portfolio Advisors
New York
$234K +$205K +2,739 New
MSFS
994
Main Street Financial Solutions
Pennsylvania
$234K +$212K +2,833 New
Koshinski Asset Management
995
Koshinski Asset Management
Illinois
$233K -$9.79K -131 -4%
CPIG
996
Chicago Partners Investment Group
Illinois
$233K +$207K +2,774 New
KIM
997
Kestra Investment Management
Texas
$232K +$210K +2,812 New
LCM
998
Lazari Capital Management
California
$232K +$210K +2,808 New
APW
999
Aurora Private Wealth
New Jersey
$230K +$209K +2,792 New
CCWM
1000
Cassaday & Co Wealth Management
Virginia
$229K +$208K +2,779 New