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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2451
Avaii Wealth Management
Wisconsin
$285K -$166K -11,300 -37%
RPC
2452
Rossmore Private Capital
Connecticut
$284K -$349K -23,830 -53%
TA
2453
TFB Advisors
Kansas
$284K +$285K +19,450 New
MSWM
2454
McGlone Suttner Wealth Management
Wisconsin
$284K +$285K +19,430 New
DFG
2455
Delta Financial Group
New Jersey
$284K +$295K +20,090 New
OLVIG
2456
Oliver Lagore Vanvalin Investment Group
Michigan
$284K -$118K -8,020 -29%
TFA
2457
Transamerica Financial Advisors
Florida
$282K -$52.7K -3,590 -16%
BMC
2458
Benin Management Corp
Connecticut
$281K -$103K -7,000 -27%
VFPI
2459
Vantage Financial Partners (Illinois)
Illinois
$281K – – –
CCA
2460
Column Capital Advisors
Indiana
$281K +$2.64K +180 +0.9%
CHA
2461
Cooper/Haims Advisors
New York
$281K +$3.08K +210 +1%
Catalyst Capital Advisors
2462
Catalyst Capital Advisors
New York
$281K -$141K -9,580 -33%
PCG
2463
Prosperity Consulting Group
Maryland
$281K +$21.1K +1,440 +8%
F4L
2464
Fortune 45 LLC
Louisiana
$280K +$2.64K +180 +0.9%
BWM
2465
Baron Wealth Management
Michigan
$280K +$281K +19,160 New
VPP
2466
Vertex Planning Partners
Illinois
$280K +$281K +19,160 New
PHM
2467
Prospect Hill Management
New Jersey
$279K -$82.7K -5,640 -23%
MIC
2468
Meridian Investment Counsel
California
$278K +$29.3K +2,000 +12%
CWA
2469
CJM Wealth Advisers
Virginia
$278K – – –
DCM
2470
Dimension Capital Management
Florida
$276K +$277K +18,900 New
Algert Global
2471
Algert Global
California
$276K +$277K +18,890 New
WBG
2472
Wharton Business Group
Pennsylvania
$276K – – –
MWA
2473
Motive Wealth Advisors
Michigan
$275K +$276K +18,820 New
SGK
2474
Steigerwald Gordon & Koch
Virginia
$274K +$10.7K +730 +4%
RB
2475
Renasant Bank
Mississippi
$274K -$68.6K -4,680 -20%