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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2401
Source Financial Advisors
New York
$335K +$1.55K +35 +0.5%
MFT
2402
Moisand Fitzgerald Tamayo
Florida
$335K +$15.3K +345 +5%
CA
2403
Cumberland Advisors
Florida
$335K +$23.3K +527 +7%
CFO
2404
CVA Family Office
Colorado
$334K -$236K -5,338 -37%
AWM
2405
Absher Wealth Management
North Carolina
$333K -$129K -2,923 -27%
MWP
2406
Madison Wealth Partners
Wisconsin
$333K +$17.2K +389 +5%
BHIC
2407
Bassett Hargrove Investment Counsel
Delaware
$332K
AWM
2408
Affinity Wealth Management
Delaware
$332K +$346K +7,809 New
SRC
2409
Sage Rhino Capital
California
$331K -$2.57K -58 -0.7%
CA
2410
Cortland Associates
Missouri
$331K
LCM
2411
Liberty Capital Management
Michigan
$331K
GPWA
2412
Great Point Wealth Advisors
Massachusetts
$331K +$48.7K +1,100 +17%
SA
2413
SRH Advisors
Kansas
$329K -$57.6K -1,300 -15%
Q
2414
QVR
California
$329K +$339K +7,645 New
RWA
2415
Redhawk Wealth Advisors
Minnesota
$327K -$171K -3,850 -34%
LC
2416
Lindbrook Capital
California
$327K -$49.5K -1,118 -13%
PTB
2417
Pioneer Trust Bank
Oregon
$326K
BDFN
2418
Bond & Devick Financial Network
Minnesota
$326K +$2.35K +53 +0.7%
ME
2419
McIlrath & Eck
Washington
$326K +$2.61K +59 +0.8%
SW
2420
SlateStone Wealth
Florida
$326K +$62.6K +1,412 +23%
BWM
2421
BigSur Wealth Management
Florida
$325K
LTI
2422
Laffer Tengler Investments
Tennessee
$325K +$335K +7,551 New
BCMO
2423
Buckingham Capital Management (Ohio)
Ohio
$322K -$13.3K -300 -4%
FPGK
2424
Financial Partners Group (Kansas)
Kansas
$322K +$620 +14 +0.2%
TA
2425
TrueWealth Advisors
Alabama
$319K