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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
3201
MPS Loria Financial Planners
Illinois
$280K -$2.99K -9 -1%
BRA
3202
Biechele Royce Advisors
Indiana
$280K – – –
BA
3203
BCM Advisors
Louisiana
$279K +$17.3K +52 +6%
HCC
3204
Hirtle Callaghan & Co
Pennsylvania
$278K +$275K +827 New
PP
3205
PrairieView Partners
Minnesota
$277K +$91.6K +276 +50%
MUMSS
3206
Mitsubishi UFJ Morgan Stanley Securities
Japan
$276K +$9.96K +30 +4%
IDA
3207
Intelligence Driven Advisers
California
$276K +$305K +920 New
HKIM
3208
Hayek Kallen Investment Management
Alabama
$275K -$116K -350 -30%
PCM
3209
Poehling Capital Management
Wisconsin
$275K -$35.5K -107 -12%
TWM
3210
Tanager Wealth Management
United Kingdom
$275K +$272K +818 New
MIM
3211
MTM Investment Management
South Carolina
$274K -$4.98K -15 -2%
AFM
3212
Abbot Financial Management
Massachusetts
$274K – – –
RP
3213
Riverbridge Partners
Minnesota
$274K – – –
WWMSC
3214
Wagner Wealth Management (South Carolina)
South Carolina
$274K +$60.8K +183 +29%
IFS
3215
Ifrah Financial Services
Arkansas
$273K -$70.7K -213 -21%
DSA
3216
Droms Strauss Advisors
Missouri
$273K -$4.65K -14 -2%
FWI
3217
Facet Wealth Inc
Maryland
$273K +$270K +812 New
EIA
3218
Eldridge Investment Advisors
New Hampshire
$272K – – –
GM
3219
GeoWealth Management
Illinois
$272K +$38.8K +117 +17%
VFPI
3220
Vantage Financial Partners (Illinois)
Illinois
$271K +$58.1K +175 +28%
MPIA
3221
Mountain Pacific Investment Advisers
Idaho
$270K – – –
HBWM
3222
Hollow Brook Wealth Management
New York
$270K +$34.5K +104 +15%
IAG
3223
Investmark Advisory Group
Connecticut
$270K +$267K +804 New
AF
3224
AtlasMark Financial
Texas
$269K – – –
RWA
3225
RGT Wealth Advisors
Texas
$269K -$47.1K -142 -15%