Name Holding Trade Value Shares
Change
Change in
Stake
CAC
2451
Certified Advisory Corp
Florida
$244K -$171K -6,416 -42%
DWM
2452
Drive Wealth Management
Utah
$244K +$231K +8,681 New
VFG
2453
Valley Financial Group
Pennsylvania
$244K -$2.85K -107 -1%
SC
2454
SouthState Corp
Florida
$243K -$110K -4,129 -32%
CIC
2455
Chilton Investment Company
Connecticut
$243K +$231K +8,662 New
SI
2456
Stirlingshire Investments
New York
$243K +$506 +19 +0.2%
BWM
2457
BKM Wealth Management
Wisconsin
$243K -$16.6K -625 -7%
VRM
2458
Vectors Research Management
New York
$243K +$230K +8,652 New
HRC
2459
Hoertkorn Richard Charles
$243K -$37.3K -1,400 -14%
WSFG
2460
Wall Street Financial Group
Illinois
$243K +$2.74K +103 +1%
SFB
2461
STAR Financial Bank
Indiana
$243K +$230K +8,646 New
SSCA
2462
South Shore Capital Advisors
Massachusetts
$243K +$230K +8,641 New
MWM
2463
MBE Wealth Management
Wisconsin
$242K +$230K +8,626 New
WFI
2464
West Family Investments
California
$242K -$36.6K -1,373 -14%
PIFP
2465
Partners in Financial Planning
Virginia
$242K – – –
CC
2466
Cultivar Capital
Texas
$242K +$5.35K +201 +2%
JPLA
2467
Joseph P. Lucia & Associates
New York
$242K -$3.43K -129 -1%
TW
2468
Tempo Wealth
Ohio
$242K -$3.46K -130 -1%
MLIC
2469
Mandatum Life Insurance Company
Finland
$241K -$118K -4,446 -34%
FWP
2470
Flatrock Wealth Partners
California
$241K +$229K +8,589 New
NI
2471
Natural Investments
California
$241K -$6.63K -249 -3%
TA
2472
Townsend & Associates
Colorado
$241K +$80 +3 +0%
IFPG
2473
Intrepid Financial Planning Group
Indiana
$241K – – –
EIP
2474
Ellis Investment Partners
Pennsylvania
$240K +$228K +8,561 New
TIA
2475
Tiemann Investment Advisors
California
$240K +$13.3K +500 +6%