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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1126
Gilbert & Cook
Iowa
$262K -$178K -2,045 -42%
VNA
1127
Valley National Advisers
Pennsylvania
$261K +$20.9K +240 +10%
Wealth Enhancement Advisory Services
1128
Wealth Enhancement Advisory Services
Minnesota
$261K +$244K +2,805 New
SFP
1129
Sandbox Financial Partners
Maryland
$260K +$6.97K +80 +3%
SWRP
1130
Summit Wealth & Retirement Planning
California
$259K +$243K +2,785 New
NIM
1131
Northeast Investment Management
Massachusetts
$258K -$15.7K -180 -6%
HIA
1132
Harbor Investment Advisory
Maryland
$256K +$8.27K +95 +4%
LF
1133
Lantz Financial
Illinois
$256K +$13.5K +155 +6%
WFI
1134
West Family Investments
California
$255K -$29.6K -340 -11%
MWA
1135
Meridian Wealth Advisors
Texas
$251K
BG
1136
Bahl & Gaynor
Ohio
$250K -$85.4K -980 -27%
FANJ
1137
Financial Architects (New Jersey)
New Jersey
$249K -$34.8K -400 -13%
GA
1138
Geller Advisors
New York
$249K +$233K +2,675 New
BTW
1139
Boston Trust Walden
Massachusetts
$247K
GIA
1140
Gladstone Institutional Advisory
Florida
$247K +$231K +2,655 New
KC
1141
Kingfisher Capital
North Carolina
$246K
RFN
1142
Redwood Financial Network
Ohio
$246K -$2.61K -30 -1%
MA
1143
MJP Associates
Connecticut
$246K +$230K +2,645 New
OTL
1144
Oak Thistle LLC
New York
$245K +$230K +2,640 New
EWA
1145
EverSource Wealth Advisors
Alabama
$244K +$57K +655 +33%
KP
1146
Keel Point
Alabama
$244K +$229K +2,625 New
SBIA
1147
Sheaff Brock Investment Advisors
Indiana
$244K
IIC
1148
Integrated Investment Consultants
Michigan
$243K
WAG
1149
Winthrop Advisory Group
Massachusetts
$242K +$1.31K +15 +0.6%
HCM
1150
Hollencrest Capital Management
California
$242K +$196K +2,255 +654%