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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
2701
Omnia Family Wealth
Florida
$358K – – –
FF
2702
Fluent Financial
Texas
$358K -$4.36M -40,472 -92%
Marks Group Wealth Management
2703
Marks Group Wealth Management
Minnesota
$357K +$45.8K +425 +14%
MJP Associates
2704
MJP Associates
Connecticut
$356K -$370K -3,435 -50%
Stanley-Laman Group
2705
Stanley-Laman Group
Pennsylvania
$356K +$323 +3 +0.1%
Taurus Asset Management
2706
Taurus Asset Management
New York
$355K – – –
BIP Wealth
2707
BIP Wealth
Georgia
$355K -$21.7K -201 -6%
IW
2708
Instrumental Wealth
Florida
$355K +$26.8K +249 +8%
VBFG
2709
Vishria Bird Financial Group
Tennessee
$355K – – –
HIM
2710
Hanlon Investment Management
New Jersey
$355K +$52.6K +488 +17%
GB
2711
Goepper Burkhardt
South Carolina
$354K – – –
SSW
2712
Smith Shellnut Wilson
Mississippi
$354K – – –
DCBT
2713
Dakota Community Bank & Trust
North Dakota
$353K -$23.3K -216 -6%
MF
2714
Manchester Financial
California
$352K – – –
SPI
2715
Santori & Peters Inc
Pennsylvania
$352K -$3.13K -29 -0.8%
Goldstein Advisors
2716
Goldstein Advisors
Wisconsin
$352K -$33.4K -310 -8%
Financial Partners Group (Kansas)
2717
Financial Partners Group (Kansas)
Kansas
$351K +$2.59K +24 +0.7%
CC
2718
Constitution Capital
Connecticut
$350K – – –
PFG
2719
Prosperity Financial Group
California
$350K +$3.23K +30 +0.9%
NRA
2720
NSI Retail Advisors
Pennsylvania
$349K -$129K -1,200 -26%
TWA
2721
Talisman Wealth Advisors
New Jersey
$348K -$38K -353 -9%
Greenline Partners
2722
Greenline Partners
New York
$348K – – –
Baltimore-Washington Financial Advisors
2723
Baltimore-Washington Financial Advisors
Maryland
$348K +$27.6K +256 +8%
BCM
2724
Buckhead Capital Management
Georgia
$348K -$2.3M -21,315 -86%
BFS
2725
Beacon Financial Strategies
North Carolina
$348K -$14.1K -131 -4%