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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
851
Magnolia Capital Advisors
Mississippi
$253K
MFG
852
Magnus Financial Group
New York
$252K -$5.03K -43 -2%
STA
853
Summit Trail Advisors
New York
$252K +$227K +1,939 New
SMC
854
Smith, Moore & Co
Missouri
$252K -$48K -411 -17%
IAS
855
Insigneo Advisory Services
Florida
$252K +$227K +1,943 New
MHR
856
Matthew Hamilton Rosenberg
$252K -$43.4K -371 -16%
NWMG
857
Nicholson Wealth Management Group
South Carolina
$250K
BRM
858
Boston Research & Management
Massachusetts
$250K
FF
859
Francis Financial
$250K -$4.67K -40 -2%
PWM
860
Purus Wealth Management
California
$249K -$88K -753 -28%
LA
861
LBP AM
France
$248K -$25.2K -216 -10%
PWA
862
Prairie Wealth Advisors
Nebraska
$246K -$7.6K -65 -3%
LOPW
863
Live Oak Private Wealth
North Carolina
$246K
CCFM
864
Clear Creek Financial Management
Washington
$246K +$222K +1,898 New
PWA
865
Phoenix Wealth Advisors
North Carolina
$245K
NPT
866
National Philanthropic Trust
Pennsylvania
$245K +$221K +1,893 New
NCM
867
Novare Capital Management
North Carolina
$245K +$221K +1,890 New
DAS
868
Dynamic Advisor Solutions
Arizona
$243K -$7.36K -63 -3%
TWP
869
Tyche Wealth Partners
Texas
$242K
WF
870
Wayfinding Financial
Washington
$242K -$8.06K -69 -4%
FI
871
Fractal Investments
Connecticut
$242K
PS
872
Principal Securities
Iowa
$240K +$11K +94 +5%
MAM
873
Meeder Asset Management
Ohio
$239K +$167K +1,430 +342%
MMM
874
Mendel Money Management
Illinois
$239K +$20.4K +175 +10%
VIP
875
Vista Investment Partners
Oklahoma
$238K