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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1726
AA Financial Advisors
Ohio
$256K -$31.8K -210 -12%
CA
1727
Continuum Advisory
Idaho
$256K +$11.1K +73 +5%
VBFP
1728
Valtinson Bruner Financial Planning
Minnesota
$256K +$152 +1 +0.1%
AFT
1729
Alpha Family Trust
California
$256K – – –
NWM
1730
Northcape Wealth Management
New York
$255K -$10.2K -67 -4%
PWA
1731
Physician Wealth Advisors
Utah
$254K +$6.06K +40 +3%
LCM
1732
LCM Capital Management
Illinois
$254K +$152 +1 +0.1%
AIM
1733
Anchor Investment Management
South Carolina
$254K +$1.06K +7 +0.4%
TFA
1734
Trinity Financial Advisors
Ohio
$254K – – –
RIS
1735
Retirement Income Solutions
Michigan
$253K – – –
SG
1736
StoneX Group
New York
$253K +$236K +1,560 New
UF
1737
Univest Financial
Pennsylvania
$252K +$3.49K +23 +1%
CA
1738
Cambridge Advisors
Nebraska
$252K – – –
MWM
1739
Maimon Wealth Management
Israel
$251K – – –
MGIA
1740
Matthew Goff Investment Advisor
Texas
$251K -$67.1K -443 -22%
OPA
1741
Old Port Advisors
Maine
$250K +$19.3K +127 +9%
MCM
1742
Monument Capital Management
Virginia
$249K -$9.85K -65 -4%
AGWCA
1743
Annis Gardner Whiting Capital Advisors
Florida
$249K -$75.2K -496 -24%
CAM
1744
Campion Asset Management
Virginia
$248K -$23.3K -154 -9%
EW
1745
Enzi Wealth
Texas
$247K -$1.36K -9 -0.6%
KIM
1746
Kestra Investment Management
Texas
$246K -$61.8K -408 -21%
NG
1747
Novem Group
New York
$246K -$72.9K -481 -24%
FCFC
1748
First Commonwealth Financial Corp
Pennsylvania
$245K – – –
SA
1749
Sicart Associates
New York
$245K – – –
TCM
1750
Towercrest Capital Management
Pennsylvania
$245K – – –