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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1776
Aaron Wealth Advisors
Illinois
$279K +$5.81K +43 +2%
HFA
1777
Hoover Financial Advisors
Pennsylvania
$279K +$189K +1,400 +255%
SWM
1778
Segment Wealth Management
Texas
$278K – – –
BG
1779
Bollard Group
Massachusetts
$278K +$1.35K +10 +0.5%
SIAG
1780
Safeguard Investment Advisory Group
California
$278K +$15.5K +115 +6%
SSW
1781
Smith Shellnut Wilson
Mississippi
$277K – – –
GFP
1782
Gryphon Financial Partners
Ohio
$277K +$19.3K +143 +7%
GIM
1783
Groesbeck Investment Management
New Jersey
$276K – – –
SIA
1784
SkyView Investment Advisors
New Jersey
$276K – – –
HCIA
1785
Hochman Cole Investment Advisors
Illinois
$275K +$9.33K +69 +4%
SAM
1786
Secure Asset Management
Michigan
$274K -$2.97K -22 -1%
ERWM
1787
Elk River Wealth Management
Colorado
$274K – – –
CFG
1788
Cooper Financial Group
California
$274K +$14.7K +109 +6%
GLA
1789
Good Life Advisors
Pennsylvania
$274K +$20.4K +151 +9%
TA
1790
Tectonic Advisors
Texas
$274K +$259K +1,916 New
RB
1791
Renasant Bank
Mississippi
$273K -$15.8K -117 -6%
UAS
1792
United Asset Strategies
New York
$272K -$820K -6,066 -76%
RCA
1793
Reitz Capital Advisors
Michigan
$272K +$29.1K +215 +13%
FP
1794
Financial Perspectives
Minnesota
$272K +$199K +1,471 +343%
WWA
1795
WC Walker & Associates
California
$271K +$27K +200 +12%
5L
1796
55I LLC
Massachusetts
$271K +$256K +1,895 New
BAM
1797
Bellevue Asset Management
Washington
$270K – – –
EA
1798
Emerald Advisors
Washington
$270K +$22.2K +164 +10%
MWM
1799
Modera Wealth Management
New Jersey
$269K +$270 +2 +0.1%
OWA
1800
Opal Wealth Advisors
New York
$268K +$17.6K +130 +7%