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Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
3076
Kohmann Bosshard Financial Services
Ohio
$285K -$20.6K -200 -7%
MAA
3077
Matrix Asset Advisors
New York
$285K
PIA
3078
Panoramic Investment Advisors
Colorado
$284K -$32.2K -312 -10%
OPCM
3079
Osborne Partners Capital Management
California
$284K -$43.9K -426 -13%
FWA
3080
Flagship Wealth Advisors
Massachusetts
$283K +$294K +2,849 New
SC
3081
Schubert & Co
Texas
$283K +$722 +7 +0.2%
GJIA
3082
Glass Jacobson Investment Advisors
Maryland
$283K -$2.27K -22 -0.8%
VAG
3083
VisionPoint Advisory Group
Texas
$282K -$213K -2,065 -42%
PCS
3084
Private Client Services
Kentucky
$282K -$172K -1,669 -37%
VC
3085
Veery Capital
Delaware
$281K -$19.5K -189 -6%
PWM
3086
Penobscot Wealth Management
Maine
$281K +$6.8K +66 +2%
WTFG
3087
Wells Trecaso Financial Group
Ohio
$281K -$25.8K -250 -8%
GHA
3088
Granite Harbor Advisors
Texas
$281K +$6.6K +64 +2%
MCA
3089
Maryland Capital Advisors
Maryland
$281K
OLVIG
3090
Oliver Lagore Vanvalin Investment Group
Michigan
$280K
WAC
3091
William Allan Corp
Colorado
$280K -$103 -1 -0%
CAG
3092
Centerpoint Advisory Group
Kansas
$280K +$290K +2,812 New
HBS
3093
Howard Bailey Securities
Indiana
$279K +$28K +272 +11%
LFG
3094
Lockerman Financial Group
California
$279K -$16K -155 -5%
HCM
3095
Harvey Capital Management
Florida
$279K
BWA
3096
BlueChip Wealth Advisors
Georgia
$278K -$15.5K -150 -5%
BSAM
3097
Blue Square Asset Management
New York
$278K
LCM
3098
Lazari Capital Management
California
$277K -$5.16K -50 -2%
PGF
3099
Plan Group Financial
Oklahoma
$277K +$21.3K +207 +8%
CWA
3100
Canvas Wealth Advisors
Kansas
$277K -$41.9K -406 -13%