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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
4576
TPG Financial Advisors
Oregon
$896K – – –
AWM
4577
Apex Wealth Management
New Hampshire
$892K -$20K -115 -2%
PFSC
4578
Peoples Financial Services Corp
Pennsylvania
$888K +$372K +2,132 +81%
LSA
4579
Lion Street Advisors
Texas
$883K -$3.77M -21,639 -86%
GSAM
4580
Grant Street Asset Management
Pennsylvania
$882K +$11.3K +65 +1%
LFA
4581
Level Financial Advisors
New York
$881K -$6.1K -35 -0.7%
SCM
4582
Sollinda Capital Management
Florida
$879K -$95K -545 -10%
HAC
4583
Harbor Advisory Corp
New Hampshire
$879K – – –
MPAM
4584
Murphy Pohlad Asset Management
Minnesota
$879K -$697 -4 -0.1%
GCA
4585
Greenwood Capital Associates
South Carolina
$878K – – –
CM
4586
Cornerstone Management
Georgia
$877K +$2.62K +15 +0.3%
MLRA
4587
Main Line Retirement Advisors
Montana
$876K – – –
KFS
4588
Kelly Financial Services
Massachusetts
$874K -$15.5K -89 -2%
SOWAS
4589
Silver Oak Wealth Advisors Services
California
$873K +$174 +1 +0%
LFP
4590
Lakeshore Financial Planning
Michigan
$872K -$170K -976 -17%
TFP
4591
Tilia Fiduciary Partners
North Carolina
$871K +$1.05K +6 +0.1%
FF
4592
Farrell Financial
New York
$871K +$2.09K +12 +0.3%
CSWG
4593
Cardinal Strategic Wealth Guidance
Kentucky
$869K +$209K +1,200 +35%
FFWA
4594
Forthright Family Wealth Advisory
Texas
$869K -$1.92K -11 -0.2%
SWA
4595
Serenus Wealth Advisors
California
$867K -$182K -1,045 -18%
OC
4596
Optima Capital
Oregon
$866K +$24.8K +142 +3%
VFM
4597
Vision Financial Markets
Connecticut
$866K +$9.24K +53 +1%
FBT
4598
First Bankers Trust
Kentucky
$865K +$36.8K +211 +5%
OBGC
4599
O'Brien Greene & Co
Pennsylvania
$864K -$225K -1,288 -22%
TI
4600
tru Independence
Oregon
$861K +$73.4K +421 +10%