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Name Holding Trade Value Shares
Change
Change in
Stake
MA
876
MONECO Advisors
Connecticut
$217K +$195K +2,409 New
AWA
877
Arbor Wealth Advisors
Michigan
$216K +$195K +2,406 New
HWM
878
Howard Wealth Management
Connecticut
$216K +$194K +2,400 New
LWM
879
Lodestone Wealth Management
Washington
$214K +$193K +2,380 New
PWP
880
Phillips Wealth Planners
Mississippi
$214K +$187K +2,314 New
VCM
881
Vision Capital Management
Oregon
$214K +$192K +2,374 New
IA
882
Inspire Advisors
Idaho
$214K +$192K +2,374 New
RFS
883
Richardson Financial Services
Massachusetts
$214K -$972 -12 -0.5%
IPW
884
Impact Partnership Wealth
Georgia
$213K +$191K +2,363 New
DFS
885
Dixon Fnancial Services
California
$210K +$189K +2,332 New
DWM
886
Destination Wealth Management
California
$209K +$189K +2,328 New
FNBSF
887
First National Bank Sioux Falls
South Dakota
$209K +$188K +2,320 New
CIS
888
Custom Index Systems
New York
$207K +$186K +2,300 New
AWE
889
Avidian Wealth Enterprises
Texas
$206K -$49.1K -606 -21%
ONB
890
Old National Bancorp
Indiana
$206K +$185K +2,286 New
AG
891
AmeriFlex Group
Nevada
$205K +$87.9K +1,085 +91%
RPGK
892
Retirement Planning Group (Kansas)
Kansas
$205K +$184K +2,275 New
HFP
893
Holistic Financial Partners
Indiana
$204K +$184K +2,269 New
EFG
894
Ethos Financial Group
Pennsylvania
$203K +$182K +2,252 New
BWM
895
BCGM Wealth Management
Indiana
$202K +$182K +2,245 New
B
896
Bailard
California
$201K -$41.1K -508 -19%
Luther King Capital Management (LKCM)
897
Luther King Capital Management (LKCM)
Texas
$200K +$180K +2,226 New
WSFS
898
Wilmington Savings Fund Society
Delaware
$198K -$273K -3,368 -60%
SCM
899
Sterling Capital Management
North Carolina
$196K
HPC
900
HM Payson & Co
Maine
$193K