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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
276
Kerr Financial Planning
California
$15.9K – – –
AAG
277
Armstrong Advisory Group
Massachusetts
$14.7K – – –
AssetMark Inc
278
AssetMark Inc
California
$12.8K – – –
MHR
279
Matthew Hamilton Rosenberg
$12.7K – – –
NEWAS
280
N.E.W. Advisory Services
Wisconsin
$12.2K – – –
CT
281
Coastline Trust
Rhode Island
$12.2K – – –
EF
282
Entrust Financial
Pennsylvania
$11.2K +$11K +166 New
BWAM
283
Boyd Watterson Asset Management
Ohio
$9.86K – – –
GEA
284
Glen Eagle Advisors
New Jersey
$9.65K – – –
AF
285
Abound Financial
California
$8.1K – – –
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.71K – – –
BW
287
Basepoint Wealth
Iowa
$7.42K +$133 +2 +2%
UBS AM
288
UBS AM
Illinois
$7.22K – – –
FNWA
289
Financial Network Wealth Advisors
Utah
$6.75K – – –
CMA
290
Cedar Mountain Advisors
Oregon
$6.28K – – –
HNB
291
Hilltop National Bank
Wyoming
$5.4K – – –
WSFS
292
Wilmington Savings Fund Society
Delaware
$5.4K – – –
CFO
293
CVA Family Office
Colorado
$5.33K – – –
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.13K – – –
SGFG
295
Silver Grove Financial Group
New York
$4.39K +$4.32K +65 New
SA
296
Strategic Advocates
Utah
$3.78K – – –
FHC
297
First Horizon Corporation
Tennessee
$3.38K -$465 -7 -12%
GCM
298
Gables Capital Management
Florida
$2.7K – – –
SC
299
Swan Capital
Florida
$2.5K – – –
LIM
300
Longfellow Investment Management
Massachusetts
$1.49K – – –