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Name Holding Trade Value Shares
Change
Change in
Stake
IF
2851
Ironwood Financial
Arizona
$318K +$166 +1 +0.1%
BWM
2852
Benchmark Wealth Management
Connecticut
$318K
CSWG
2853
Cardinal Strategic Wealth Guidance
Kentucky
$317K -$47.3K -285 -13%
FNWA
2854
Financial Network Wealth Advisors
Utah
$317K +$310K +1,868 New
ACM
2855
Advance Capital Management
Michigan
$317K +$21.4K +129 +7%
RWM
2856
Revisor Wealth Management
Ohio
$317K -$109K -656 -26%
BAM
2857
Brave Asset Management
New Jersey
$316K +$91.4K +551 +42%
AF
2858
Apexium Financial
Texas
$316K +$18.1K +109 +6%
I2I
2859
Insight 2811 Inc
Illinois
$316K -$14.3K -86 -4%
OWM
2860
Orgel Wealth Management
Wisconsin
$313K -$43.3K -261 -12%
AWM
2861
Ameliora Wealth Management
Switzerland
$313K -$7.96K -48 -3%
HA
2862
Harfst & Associates
Wyoming
$313K
PJWM
2863
Philip James Wealth Mangement
Georgia
$312K +$305K +1,839 New
IF
2864
Insight Folios
North Carolina
$312K -$17.4K -105 -5%
WC
2865
Wexford Capital
Florida
$311K +$304K +1,834 New
JF
2866
JSF Financial
California
$311K -$467K -2,818 -61%
KFA
2867
Kapstone Financial Advisors
Ohio
$310K -$663 -4 -0.2%
RFN
2868
RDA Financial Network
Iowa
$309K -$536K -3,231 -64%
Loomis, Sayles & Company
2869
Loomis, Sayles & Company
Massachusetts
$309K -$12.9K -78 -4%
VW
2870
Vance Wealth
California
$308K +$33.5K +202 +13%
LCS
2871
Levin Capital Strategies
New York
$307K -$434K -2,615 -59%
KIC
2872
Kensington Investment Counsel
California
$307K -$159K -958 -35%
PHWM
2873
Pine Harbor Wealth Management
Maryland
$307K +$300K +1,806 New
AFA
2874
American Financial Advisors
Georgia
$307K +$1.16K +7 +0.4%
MAG
2875
MRA Advisory Group
New Jersey
$306K -$89.4K -539 -23%