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Name Holding Trade Value Shares
Change
Change in
Stake
OL
2401
Optas LLC
Texas
$284K +$15.7K +539 +6%
LA
2402
Lakeside Advisors
Washington
$284K +$29.3K +1,003 +11%
KWS
2403
Keystone Wealth Services
California
$284K -$4.75K -163 -2%
SFG
2404
Sather Financial Group
Texas
$283K
PIFP
2405
Partners in Financial Planning
Virginia
$282K +$146 +5 +0.1%
AAP
2406
Arax Advisory Partners
Colorado
$282K +$14.8K +509 +6%
TFA
2407
Trinity Financial Advisors
Ohio
$282K -$3.21K -110 -1%
BIM
2408
Barton Investment Management
Pennsylvania
$281K +$29.6K +1,015 +12%
DA
2409
Detalus Advisors
Missouri
$280K -$448K -15,362 -61%
PWM
2410
Palumbo Wealth Management
New York
$280K +$6.16K +211 +2%
TCM
2411
Tufton Capital Management
Maryland
$280K +$18.1K +619 +7%
SIA
2412
Sage Investment Advisers
New York
$279K +$25.8K +884 +10%
PTB
2413
Pioneer Trust Bank
Oregon
$279K -$9.22K -316 -3%
TP
2414
Tranquility Partners
Tennessee
$279K
GG
2415
GenWealth Group
New Jersey
$278K +$280K +9,610 New
DDPIC
2416
Deroy & Devereaux Private Investment Counsel
Michigan
$278K
HWA
2417
Heritage Wealth Advisors
Virginia
$276K -$1.25K -43 -0.4%
IAS
2418
Investment Advisory Services
Texas
$276K -$51.1K -1,751 -15%
PWM
2419
Paulson Wealth Management
Illinois
$276K -$3.65K -125 -1%
SWA
2420
SFMG Wealth Advisors
Texas
$276K -$14.7K -505 -5%
CFA
2421
Cahill Financial Advisors
Minnesota
$276K +$4.73K +162 +2%
EIP
2422
Ellis Investment Partners
Pennsylvania
$275K -$11.7K -402 -4%
BSSFA
2423
Baron Silver Stevens Financial Advisors
Florida
$275K -$12.3K -423 -4%
CA
2424
Cambridge Advisors
Nebraska
$275K +$3.65K +125 +1%
DIM
2425
Delta Investment Management
California
$275K -$4.43K -152 -2%