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Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
2526
O'Brien Greene & Co
Pennsylvania
$339K -$12.6K -324 -3%
SWM
2527
Sendero Wealth Management
Texas
$336K +$357K +9,161 New
PCM
2528
Prelude Capital Management
New York
$335K +$71.5K +1,837 +25%
LF
2529
LifeSteps Financial
California
$335K -$2.45K -63 -0.7%
PCC
2530
Park Circle Company
Maryland
$334K
NWM
2531
NEIRG Wealth Management
Massachusetts
$334K -$973 -25 -0.3%
BDFN
2532
Bond & Devick Financial Network
Minnesota
$333K +$50.6K +1,300 +17%
KP
2533
Keel Point
Alabama
$333K +$56.6K +1,453 +19%
ADBIC
2534
A.D. Beadell Investment Counsel
Wisconsin
$332K
ARG
2535
Advisory Resource Group
Oklahoma
$332K +$6.31K +162 +2%
MWC
2536
MBM Wealth Consultants
Missouri
$331K -$49.4K -1,270 -12%
HIG
2537
Heritage Investment Group
Florida
$331K +$38.9K +1,000 +12%
SMA
2538
Seven Mile Advisory
New Jersey
$331K +$351K +9,017 New
ESBC
2539
E.S. Barr & Co
Kentucky
$330K
SI
2540
Saxon Interests
Texas
$330K +$37.6K +966 +12%
BW
2541
BIP Wealth
Georgia
$330K -$159K -4,075 -31%
CIS
2542
Connors Investor Services
Pennsylvania
$330K -$485K -12,471 -58%
CTWM
2543
Cherry Tree Wealth Management
Minnesota
$329K +$349K +8,975 New
RCWM
2544
Royal Capital Wealth Management
Indiana
$329K -$14.2K -365 -4%
PC
2545
Port Capital
Illinois
$329K +$8.91K +229 +3%
CWM
2546
Circle Wealth Management
New Jersey
$329K -$213K -5,478 -38%
PWS
2547
Peloton Wealth Strategists
Indiana
$328K -$22.8K -586 -6%
RCG
2548
Regatta Capital Group
California
$327K -$3.62K -93 -1%
LFA
2549
Laraway Financial Advisors
Minnesota
$327K -$21K -540 -6%
CF
2550
Corrigan Financial
Rhode Island
$326K +$311 +8 +0.1%