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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1226
Capital Asset Advisory Services
Michigan
$209K +$209K +2,781 New
TWM
1227
Trueblood Wealth Management
Ohio
$209K -$11.4K -152 -5%
DT
1228
Diversified Trust
Tennessee
$209K +$201K +2,680 New
JSW
1229
Journey Strategic Wealth
New Jersey
$209K +$201K +2,672 New
SHGA
1230
Sand Hill Global Advisors
California
$208K +$200K +2,661 New
IA
1231
IFP Advisors
Florida
$207K -$151K -2,003 -43%
WAP
1232
Wealthcare Advisory Partners
Pennsylvania
$207K +$200K +2,656 New
EIP
1233
Ellis Investment Partners
Pennsylvania
$207K -$63.6K -846 -24%
CWG
1234
Cornerstone Wealth Group
North Carolina
$207K +$199K +2,647 New
FWM
1235
Focused Wealth Management
New York
$206K +$35.7K +475 New
CC
1236
Courier Capital
New York
$206K +$198K +2,640 New
KHCM
1237
Kirtland Hills Capital Management
Ohio
$206K -$52.2K -694 -21%
CPW
1238
Crestmont Private Wealth
Texas
$205K +$197K +2,627 New
OW
1239
Olistico Wealth
Oklahoma
$205K +$99.6K +1,325 +102%
JIR
1240
James Investment Research
Ohio
$204K -$68.1K -906 -26%
WB
1241
Webster Bank
Connecticut
$204K +$23.6K +314 +14%
PB
1242
Pinnacle Bancorp
Nebraska
$204K
CAG
1243
Csenge Advisory Group
Florida
$203K +$205K +2,733 New
NAS
1244
Nicolet Advisory Services
Wisconsin
$203K -$106K -1,409 -35%
NRG
1245
Nemes Rush Group
Michigan
$202K -$75 -1 -0%
AFWM
1246
Abich Financial Wealth Management
Virginia
$201K +$31.3K +416 +19%
WCM
1247
Wallace Capital Management
Texas
$201K +$194K +2,580 New
SAM
1248
Smartleaf Asset Management
Massachusetts
$201K +$44.1K +586 +29%
TNBTD
1249
Trustmark National Bank Trust Department
Mississippi
$200K +$193K +2,566 New
FMTCOCP
1250
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$199K