Name Holding Trade Value Shares
Change
Change in
Stake
SB
1551
Simmons Bank
Arkansas
$302K – – –
MCCA
1552
Mill Creek Capital Advisors
Pennsylvania
$302K +$308 +2 +0.1%
SDWIA
1553
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$301K -$4.63K -30 -2%
RFP
1554
Root Financial Partners
California
$301K +$73.2K +475 +32%
BFAG
1555
Blackston Financial Advisory Group
Florida
$301K -$11.1K -72 -4%
KFS
1556
Kaizen Financial Strategies
California
$300K -$22.2K -144 -7%
CAWM
1557
Capital Advisors Wealth Management
Washington
$300K +$298K +1,934 New
JCM
1558
Janney Capital Management
Pennsylvania
$299K – – –
JWBC
1559
J.W. Burns & Co
New York
$299K – – –
HWA
1560
Heritage Wealth Architects
Minnesota
$298K – – –
CA
1561
Claro Advisors
Massachusetts
$298K +$6.78K +44 +2%
CAG
1562
Centerpoint Advisory Group
Kansas
$297K – – –
CT
1563
Clearstead Trust
Maine
$297K -$8.33K -54 -3%
CRIG
1564
Charter Research & Investment Group
Connecticut
$296K – – –
MAWA
1565
Moss Adams Wealth Advisors
Washington
$296K -$50K -324 -15%
HI
1566
Hudock Inc
Pennsylvania
$295K +$308 +2 +0.1%
HZ
1567
Hixon Zuercher
Ohio
$295K +$15.4K +100 +6%
RW
1568
Rede Wealth
Virginia
$294K -$56K -363 -16%
EBA
1569
Eagle Bay Advisors
New York
$294K -$7.71K -50 -3%
RMF
1570
Red Mountain Financial
Colorado
$294K +$154 +1 +0.1%
KIM
1571
Kestra Investment Management
Texas
$294K +$463 +3 +0.2%
CA
1572
Cornerstone Advisory
Maryland
$293K -$78.3K -508 -21%
FFA
1573
Fi3 Financial Advisors
Indiana
$293K +$9.87K +64 +4%
THCM
1574
Taylor Hoffman Capital Management
Virginia
$293K – – –
TWM
1575
TSA Wealth Management
Texas
$293K – – –