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Name Holding Trade Value Shares
Change
Change in
Stake
RF
2401
Roxbury Financial
New Jersey
$618K -$28K -298 -5%
MA
2402
MKT Advisors
California
$618K +$3.66K +39 +0.7%
WP
2403
WealthShield Partners
North Carolina
$618K +$128K +1,360 +30%
LIM
2404
Lathrop Investment Management
Arkansas
$617K +$4.97K +53 +0.9%
BCM
2405
Beddow Capital Management
Wyoming
$616K -$101K -1,075 -16%
CCM
2406
CFO Capital Management
Connecticut
$615K +$549K +5,844 New
ACA
2407
American Capital Advisory
Idaho
$615K -$16.6K -177 -3%
FMC
2408
First Merchants Corp
Indiana
$615K +$39.4K +420 +8%
TWP
2409
Triad Wealth Partners
Kansas
$614K +$100K +1,068 +22%
OP
2410
ORG Partners
Indiana
$613K +$8.17K +87 +2%
NFG
2411
Nadler Financial Group
Illinois
$612K -$8.92K -95 -2%
IFS
2412
Ifrah Financial Services
Arkansas
$611K -$10.4K -111 -2%
LCM
2413
Lazari Capital Management
California
$611K +$73.6K +784 +16%
HP
2414
Holistic Planning
Texas
$611K -$120K -1,281 -18%
TC
2415
TFR Capital
Texas
$610K +$1.6K +17 +0.3%
HWA
2416
HHM Wealth Advisors
Tennessee
$609K -$64.4K -686 -11%
QFA
2417
Quantum Financial Advisors
California
$608K +$180K +1,916 +50%
AAG
2418
Asset Advisory Group
New Jersey
$607K +$541K +5,766 New
DIM
2419
Delta Investment Management
California
$607K +$188 +2 +0%
FHC
2420
First Heartland Consultants
Missouri
$607K +$282 +3 +0.1%
FTC
2421
Farmers Trust Company
Ohio
$606K -$1.97K -21 -0.4%
JFA
2422
JNBA Financial Advisors
Minnesota
$604K +$4.22K +45 +0.8%
FWMP
2423
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$604K
CIA
2424
Cohen Investment Advisors
New Hampshire
$603K -$4.41K -47 -0.8%
PWA
2425
Phoenix Wealth Advisors
North Carolina
$603K -$9.01K -96 -2%