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Name Holding Trade Value Shares
Change
Change in
Stake
PA
5676
Persium Advisors
Georgia
$270K +$269K +1,446 New
AFA
5677
AllGen Financial Advisors
Florida
$265K – – –
FF
5678
Fairway Financial
Florida
$264K +$10.2K +55 +4%
CAIM
5679
Catherine Avery Investment Management
Florida
$263K – – –
ES
5680
ETF Store
Kansas
$263K +$5.21K +28 +2%
SL
5681
SWF LLC
Nebraska
$262K – – –
RG
5682
Renaissance Group
Kentucky
$261K – – –
WPA
5683
Winning Points Advisors
Florida
$261K +$261K +1,400 New
IIL
5684
Insight Inv LLC
California
$261K -$372 -2 -0.1%
TPWM
5685
Twelve Points Wealth Management
Massachusetts
$259K -$25.3K -136 -9%
CSI
5686
Clark & Stuart Inc
Maine
$259K – – –
SFP
5687
Sherwood Financial Partners
California
$259K – – –
PA
5688
Probity Advisors
Texas
$258K -$33.9K -182 -12%
GWA
5689
Genesis Wealth Advisors
Massachusetts
$258K – – –
BFA
5690
Bridgelight Financial Advisors
Connecticut
$257K +$256K +1,377 New
HIC
5691
Harvey Investment Company
Kentucky
$256K +$255K +1,370 New
RSWA
5692
Robinson Smith Wealth Advisors
Maine
$256K -$16.6K -89 -6%
WFS
5693
Walker Financial Services
Kentucky
$255K -$745 -4 -0.3%
LCG
5694
Lynx Capital Group
Ohio
$254K -$186 -1 -0.1%
FA
5695
Fortis Advisors
Pennsylvania
$254K -$4.28K -23 -2%
NPAN
5696
Northeast Planning Associates NH
New Hampshire
$253K – – –
SCA
5697
Sander Capital Advisors
Washington
$253K – – –
Fund Evaluation Group
5698
Fund Evaluation Group
Ohio
$253K +$25.1K +135 +11%
SFA
5699
Spectrum Financial Alliance
Kentucky
$251K +$250K +1,344 New
MFS
5700
Madrid Financial Services
California
$250K -$71.7K -385 -22%