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Name Holding Trade Value Shares
Change
Change in
Stake
Foster Group
2826
Foster Group
Iowa
$441K +$46.8K +363 +11%
SWIM
2827
Smallwood Wealth Investment Management
New Jersey
$440K – – –
CA
2828
Carson Advisory
Georgia
$440K +$111K +864 +32%
CAWM
2829
Capital Advisors Wealth Management
Washington
$439K +$5.02K +39 +1%
NFA
2830
Northwest Financial Advisors
Virginia
$439K -$4.51K -35 -1%
MHR
2831
Matthew Hamilton Rosenberg
$439K +$43.5K +338 +11%
PSC
2832
Prentiss Smith & Co
Vermont
$438K – – –
GWSG
2833
GPS Wealth Strategies Group
Colorado
$438K -$15.6K -121 -3%
PFG
2834
PAX Financial Group
Texas
$438K +$16.4K +127 +4%
HBWM
2835
Hollow Brook Wealth Management
New York
$437K – – –
TVM
2836
True Vision MN
Minnesota
$436K +$451K +3,503 New
FPFS
2837
First Personal Financial Services
North Carolina
$436K -$8.89K -69 -2%
SDWMA
2838
Schneider Downs Wealth Management Advisors
Pennsylvania
$436K -$60.4K -469 -12%
JF
2839
Joule Financial
Kentucky
$436K -$9.53K -74 -2%
Vest Financial
2840
Vest Financial
Virginia
$435K -$16.6K -129 -4%
AWM
2841
Aviso Wealth Management
Washington
$435K +$10.2K +79 +2%
PSCM
2842
Per Stirling Capital Management
Texas
$435K -$13K -101 -3%
SWP
2843
Significant Wealth Partners
Illinois
$434K +$84.9K +659 +23%
PCM
2844
Perritt Capital Management
Illinois
$434K +$28.3K +220 +7%
LA
2845
Latitude Advisors
Florida
$434K -$90.4K -702 -17%
PBF
2846
Petix & Botte Financial
California
$433K +$225K +1,748 +100%
I
2847
INVST
Indiana
$433K +$22.4K +174 +5%
ANB
2848
Amarillo National Bank
Texas
$433K +$1.16K +9 +0.3%
RFA
2849
Rollins Financial Advisors
New York
$432K +$170K +1,322 +61%
NA
2850
Nordwand Advisors
Pennsylvania
$432K -$758K -5,883 -63%