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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
1351
Quadrant Capital Group
Ohio
$286K -$836K -13,787 -72%
FMWA
1352
Forvis Mazars Wealth Advisors
Missouri
$285K -$12.5K -206 -4%
LWA
1353
Lantern Wealth Advisors
New York
$285K +$21.3K +351 +7%
SOAG
1354
Silver Oak Advisory Group
Oregon
$285K -$13.1K -216 -4%
Koshinski Asset Management
1355
Koshinski Asset Management
Illinois
$285K -$35.2K -581 -10%
WIM
1356
Westside Investment Management
California
$283K +$60.6K +1,000 +20%
FNFDCM
1357
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$283K +$20.4K +336 +7%
BW
1358
BIP Wealth
Georgia
$283K +$65.1K +1,074 +25%
PL
1359
Plancorp LLC
Missouri
$282K -$17.9K -295 -4%
SAM
1360
Strategy Asset Managers
California
$282K +$95.4K +1,574 +42%
BRWA
1361
B. Riley Wealth Advisors
Florida
$280K -$255K -4,211 -43%
CPIG
1362
Chicago Partners Investment Group
Illinois
$280K -$61 -1 -0%
APP
1363
Avantax Planning Partners
Iowa
$280K -$81.4K -1,343 -20%
EWP
1364
E-Wealth Partners
Minnesota
$279K +$320K +5,276 New
BP
1365
BBR Partners
New York
$276K +$18.2K +300 +6%
RBC
1366
Romano Brothers & Co
Illinois
$275K -$19.2K -316 -6%
VCA
1367
Verdence Capital Advisors
Maryland
$275K +$2.55K +42 +0.8%
KIC
1368
Kensington Investment Counsel
California
$275K
AOWM
1369
Alpha Omega Wealth Management
Virginia
$274K -$63.8K -1,053 -17%
GPI
1370
General Partner Inc
Pennsylvania
$274K -$6.06K -100 -2%
PFA
1371
Pure Financial Advisors
California
$274K -$36.7K -605 -10%
JSW
1372
Journey Strategic Wealth
New Jersey
$273K +$546 +9 +0.2%
CT
1373
Caldwell Trust
Florida
$272K -$214K -3,534 -41%
IB
1374
Intrust Bank
Kansas
$271K -$5.58K -92 -2%
TF
1375
Tompkins Financial
New York
$269K -$99.1K -1,634 -24%