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Name Holding Trade Value Shares
Change
Change in
Stake
AFW
2351
Avantra Family Wealth
Pennsylvania
$281K -$102K -3,896 -26%
OC
2352
Optima Capital
Oregon
$281K -$7.07K -270 -2%
PFWA
2353
Paces Ferry Wealth Advisors
Georgia
$280K +$45.7K +1,746 +19%
AL
2354
ADE LLC
Maryland
$279K -$35.8K -1,367 -11%
VNA
2355
Valley National Advisers
Pennsylvania
$279K +$34.3K +1,309 +13%
EP
2356
Elkhorn Partners
Nebraska
$279K +$39.3K +1,500 +16%
TFG
2357
Taylor Financial Group
Virginia
$279K -$52.3K -2,000 -15%
CWM
2358
CarsonAllaria Wealth Management
Illinois
$278K +$10.6K +406 +4%
LF
2359
Lee Financial
Texas
$277K -$16.6K -635 -5%
RP
2360
Riverwater Partners
Wisconsin
$277K +$21.4K +817 +8%
KP
2361
Keel Point
Alabama
$277K +$76.2K +2,911 +36%
BOSSRA
2362
B.O.S.S. Retirement Advisors
Utah
$276K -$14.7K -561 -5%
LAM
2363
Lummis Asset Management
Texas
$276K +$296K +11,314 New
BCMLT
2364
Beacon Capital Management LLC (Tennessee)
Tennessee
$276K -$4.79K -183 -2%
EAM
2365
Evanson Asset Management
California
$276K -$106K -4,040 -27%
TPW
2366
Tiller Private Wealth
Pennsylvania
$275K +$680 +26 +0.2%
ALAM
2367
Asahi Life Asset Management
Japan
$275K -$18.8K -720 -6%
MCA
2368
Magnolia Capital Advisors
Mississippi
$273K -$253K -9,652 -47%
DWM
2369
Diversify Wealth Management
Utah
$273K +$18.6K +710 +7%
VC
2370
Vestor Capital
Illinois
$272K -$209 -8 -0.1%
AA
2371
Altrafin AG
$272K
SWA
2372
SFMG Wealth Advisors
Texas
$271K -$21K -804 -7%
BB
2373
Burford Brothers
Texas
$271K +$2.98K +114 +1%
MAG
2374
Mayfair Advisory Group
Alabama
$270K -$2.64K -101 -0.9%
RPGK
2375
Retirement Planning Group (Kansas)
Kansas
$269K -$46.9K -1,794 -14%