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Name Holding Trade Value Shares
Change
Change in
Stake
RZH
1201
Relyea Zuckerberg Hanson
Connecticut
$209K +$4.44K +60 +2%
CW
1202
CreativeOne Wealth
Kansas
$208K +$6.06K +82 +3%
VA
1203
Valmark Advisers
Ohio
$208K -$27.7K -374 -12%
AF
1204
Alerus Financial
North Dakota
$207K
V
1205
VeraBank
Texas
$206K
CAG
1206
Csenge Advisory Group
Florida
$206K -$63.2K -855 -24%
CFG
1207
Carr Financial Group
Massachusetts
$206K +$148 +2 +0.1%
TCA
1208
Transcend Capital Advisors
New Jersey
$206K +$8.36K +113 +4%
BIAS
1209
Beacon Investment Advisory Services
New Jersey
$204K -$44.4K -600 -18%
FPCP
1210
Fort Point Capital Partners
California
$204K +$444 +6 +0.2%
CCFP
1211
Charles Carroll Financial Partners
Massachusetts
$204K
ECM
1212
EagleClaw Capital Management
Massachusetts
$204K
MFS
1213
Mirabella Financial Services
United Kingdom
$201K +$201K +2,712 New
LA
1214
Latitude Advisors
Florida
$200K +$200K +2,702 New
VFA
1215
Values First Advisors
Tennessee
$200K +$5.47K +74 +3%
GWM
1216
Geneos Wealth Management
Colorado
$199K -$33.3K -450 -14%
T
1217
TOBAM
France
$197K
BWAM
1218
Boyd Watterson Asset Management
Ohio
$196K -$14.8K -200 -7%
HS
1219
Horan Securities
United States
$192K -$1.7K -23 -0.9%
CQS
1220
Credential Qtrade Securities
$191K -$1.03K -14 -0.5%
AWM
1221
Avior Wealth Management
Nebraska
$191K +$72K +973 +61%
PB
1222
Pinnacle Bancorp
Nebraska
$190K
HC
1223
Hoese & Co
Minnesota
$184K
SWA
1224
Sutton Wealth Advisors
Florida
$182K
CSPIA
1225
Cary Street Partners Investment Advisory
Virginia
$182K +$19.3K +261 +12%