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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1176
Aventura Private Wealth
Florida
$248K +$249K +3,247 New
DMBA
1177
Deseret Mutual Benefit Administrators
Utah
$248K -$5.36K -70 -2%
WIM
1178
WealthPlan Investment Management
Nebraska
$247K -$5.13K -67 -2%
SAA
1179
Southeast Asset Advisors
Georgia
$247K
BIP
1180
Blueprint Investment Partners
North Carolina
$246K +$246K +3,217 New
VI
1181
Versor Investments
New York
$245K -$1.13M -14,800 -82%
FA
1182
Fiduciary Alliance
South Carolina
$245K +$17.3K +226 +8%
AA
1183
Advisory Alpha
Michigan
$244K +$31.2K +407 +15%
PMSA
1184
Patrick M. Sweeney & Associates
Illinois
$244K +$77 +1 +0%
PW
1185
PUREfi Wealth
Massachusetts
$244K +$244K +3,185 New
1WM
1186
1858 Wealth Management
Ohio
$242K
OWP
1187
ORG Wealth Partners
Texas
$239K -$6.43K -84 -3%
QFA
1188
Quantum Financial Advisors
California
$238K -$14.1K -184 -6%
DI
1189
Diligent Investors
California
$237K
LAM
1190
Lewis Asset Management
California
$237K +$306 +4 +0.1%
JSA
1191
Jacobson & Schmitt Advisors
Wisconsin
$237K +$7.66K +100 +3%
SG
1192
StoneX Group
New York
$236K +$236K +3,088 New
PWA
1193
Phoenix Wealth Advisors
North Carolina
$236K -$13.2K -172 -5%
SHFA
1194
SC&H Financial Advisors
Maryland
$236K +$689 +9 +0.3%
LNB
1195
Ledyard National Bank
$235K +$16.5K +216 +8%
AAM
1196
Aureus Asset Management
Massachusetts
$235K
OHWA
1197
Oak Hill Wealth Advisors
Virginia
$235K +$235K +3,068 New
LA
1198
Latitude Advisors
Florida
$234K -$29.5K -385 -11%
EIA
1199
Edgemoor Investment Advisors
Maryland
$234K
HFAS
1200
Hummer Financial Advisory Services
Illinois
$233K