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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1126
Pathway Wealth Management
Texas
$273K
SF
1127
Symphony Financial
Texas
$272K -$112K -497 -29%
WA
1128
Waddell & Associates
Tennessee
$271K +$275K +1,217 New
PCM
1129
Poehling Capital Management
Wisconsin
$271K
W
1130
Wealthquest
Ohio
$270K +$5.43K +24 +2%
NCM
1131
Novare Capital Management
North Carolina
$270K -$28.3K -125 -9%
BTI
1132
Blue Trust Inc
Georgia
$269K +$90.3K +399 +49%
KAS
1133
KPP Advisory Services
Kentucky
$269K
SCS
1134
Sound Capital Solutions
Florida
$268K +$273K +1,204 New
FLPIM
1135
F.L. Putnam Investment Management
Massachusetts
$268K -$3.4K -15 -1%
PC
1136
Port Capital
Illinois
$268K -$20.4K -90 -7%
AT
1137
Avalon Trust
New Mexico
$267K -$67.9K -300 -20%
I2I
1138
Insight 2811 Inc
Illinois
$267K +$272K +1,200 New
ML
1139
McAdam LLC
Pennsylvania
$267K +$272K +1,200 New
FAN
1140
Financial Advisors Network
California
$266K
FMLI
1141
Fukoku Mutual Life Insurance
Japan
$266K
SCM
1142
Shelton Capital Management
Colorado
$265K -$3.79M -16,760 -93%
RPGNY
1143
Retirement Planning Group (New York)
New York
$263K +$266K +1,176 New
VPWA
1144
Vestia Personal Wealth Advisors
Indiana
$262K +$266K +1,174 New
BBWA
1145
Bell & Brown Wealth Advisors
California
$260K +$264K +1,167 New
FAB
1146
First American Bank
Illinois
$258K +$262K +1,156 New
PFA
1147
Pathway Financial Advisers
Indiana
$257K +$261K +1,155 New
AGP
1148
Aspire Growth Partners
Florida
$257K -$180K -795 -41%
ZI
1149
ZEGA Investments
Florida
$256K
MBTD
1150
Mechanics Bank - Trust Department
California
$256K +$260K +1,150 New