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Name Holding Trade Value Shares
Change
Change in
Stake
WWS
776
Wellington Wealth Strategies
Indiana
$270K +$263K +1,838 New
LNC
777
Lincoln National Corp
Pennsylvania
$267K +$34.8K +243 +15%
RA
778
RFG Advisory
Alabama
$267K +$261K +1,820 New
MCM
779
Monument Capital Management
Virginia
$267K +$261K +1,819 New
LFAS
780
Level Four Advisory Services
Texas
$265K
VT
781
Vise Technologies
New York
$264K -$73.5K -513 -22%
HKIMG
782
Hutchens & Kramer Investment Management Group
Indiana
$263K +$14.6K +102 +6%
FL
783
Fort LP
Maryland
$261K +$255K +1,778 New
CFG
784
Cooper Financial Group
California
$259K -$143 -1 -0.1%
OCBCO
785
Oversea-Chinese Banking Corp (OCBC)
Singapore
$258K +$12.8K +89 +5%
EA
786
Everpar Advisors
Oklahoma
$257K -$236K -1,645 -48%
PAM
787
Paradigm Asset Management
New York
$257K -$78.8K -550 -24%
HWM
788
Hemington Wealth Management
Virginia
$254K
TPI
789
Trust Point Inc
Wisconsin
$253K
RIL
790
Rothschild Investment LLC
Illinois
$250K -$14.9K -104 -6%
APWM
791
Atlas Private Wealth Management
New York
$247K +$430 +3 +0.2%
AM
792
Ampfield Management
New York
$245K
MFG
793
Mosaic Financial Group
Illinois
$245K +$240K +1,672 New
PCA
794
Private Capital Advisors
Connecticut
$244K +$239K +1,665 New
NFG
795
Nations Financial Group
Iowa
$242K
FWP
796
Falcon Wealth Planning
California
$242K +$1K +7 +0.4%
SC
797
Steph & Co
Wisconsin
$242K -$56.4K -394 -19%
DWP
798
Daymark Wealth Partners
Ohio
$242K +$10.9K +76 +5%
FM
799
Foster & Motley
Ohio
$241K -$1.86K -13 -0.8%
VSQM
800
V-Square Quantitative Management
Illinois
$238K