Name Holding Trade Value Shares
Change
Change in
Stake
LCP
2351
Legacy Capital Partners
Wisconsin
$269K +$270K +12,990 New
SCP
2352
Syntal Capital Partners
Texas
$269K +$270K +13,000 New
PIA
2353
Pinion Investment Advisors
Kansas
$267K +$623 +30 +0.2%
SFG
2354
StrategIQ Financial Group
Indiana
$266K +$14.1K +680 +6%
FWI
2355
Facet Wealth Inc
Maryland
$266K +$20.8K +1,000 +8%
KA
2356
KLCM Advisors
Wisconsin
$265K +$266K +12,800 New
HSWM
2357
Hubbell Strickland Wealth Management
Louisiana
$264K -$831 -40 -0.3%
HC
2358
Hendley & Co
Ohio
$264K – – –
RCM
2359
RNC Capital Management
California
$264K +$19.1K +920 +8%
Q
2360
QVR
California
$261K +$262K +12,610 New
JFA
2361
JNBA Financial Advisors
Minnesota
$257K +$4.15K +200 +2%
JPLA
2362
Joseph P. Lucia & Associates
New York
$256K -$415 -20 -0.2%
BAM
2363
Bruderman Asset Management
New York
$256K – – –
GI
2364
Gradient Investments
Minnesota
$256K +$6.23K +300 +2%
SGI
2365
Summit Global Investments
Utah
$256K +$257K +12,360 New
BCM
2366
Brookmont Capital Management
Texas
$255K -$2.28K -110 -0.9%
AS
2367
Altshuler Shaham
Israel
$254K +$202K +9,720 +392%
DBIA
2368
Dumont & Blake Investment Advisors
New Jersey
$253K +$12.3K +590 +5%
JC
2369
JB Capital
Connecticut
$253K +$254K +12,210 New
CT
2370
Cambridge Trust
Massachusetts
$252K -$6.02K -290 -2%
JIC
2371
Joel Isaacson & Co
New York
$252K +$36.1K +1,740 +17%
DIP
2372
DT Investment Partners
Pennsylvania
$252K +$252K +12,160 New
CA
2373
Callahan Advisors
Texas
$251K – – –
EWP
2374
Engrave Wealth Partners
Texas
$250K -$16.6K -800 -6%
FFWA
2375
FRG Family Wealth Advisors
Washington
$250K – – –