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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
951
Prairie Wealth Advisors
Nebraska
$275K -$262K -1,743 Closed
EW
952
Evoke Wealth
California
$274K +$19.4K +129 +8%
AAS
953
Ameritas Advisory Services
Nebraska
$274K -$37.1K -247 -13%
BIM
954
Baldwin Investment Management
Pennsylvania
$274K -$301 -2 -0.1%
SNB
955
Security National Bank
Nebraska
$272K
KF
956
Krilogy Financial
Missouri
$272K +$9.17K +61 +4%
MIM
957
Marco Investment Management
Georgia
$272K
DI
958
Diligent Investors
California
$270K
BFA
959
Bragg Financial Advisors
North Carolina
$269K
JSA
960
Jacobson & Schmitt Advisors
Wisconsin
$269K -$54.7K -364 -18%
LSA
961
Leonteq Securities AG
Switzerland
$268K -$1.75M -11,614 -88%
MSFS
962
Main Street Financial Solutions
Pennsylvania
$268K -$5.56K -37 -2%
CC
963
Chicago Capital
Illinois
$268K +$1.2K +8 +0.5%
CAS
964
Coppell Advisory Solutions
Texas
$266K +$3.91K +26 +2%
FMI
965
Frec Markets Inc
California
$265K +$245K +1,627 New
AWE
966
Avidian Wealth Enterprises
Texas
$264K +$244K +1,621 New
FFA
967
Founders Financial Alliance
North Carolina
$264K -$73.6K -490 -23%
SAM
968
Synergy Asset Management
Washington
$264K +$243K +1,618 New
MW
969
MBL Wealth
North Carolina
$263K +$243K +1,615 New
CWS
970
Cypress Wealth Services
California
$263K +$2.71K +18 +1%
ITIM
971
Indiana Trust & Investment Management
Indiana
$262K
HFS
972
Hantz Financial Services
Michigan
$261K +$31.9K +212 +15%
BFIM
973
Beese Fulmer Investment Management
Ohio
$259K -$29.5K -196 -11%
SAI
974
Savvy Advisors Inc
New York
$259K +$15.6K +104 +7%
PWPS
975
Pinnacle Wealth Planning Services
Ohio
$258K +$751 +5 +0.3%