Name Holding Trade Value Shares
Change
Change in
Stake
PA
2251
Perennial Advisors
New York
$285K – – –
RA
2252
Rodgers & Associates
Pennsylvania
$285K +$2.61K +92 +0.9%
GWSG
2253
GPS Wealth Strategies Group
Colorado
$285K +$20.7K +728 +8%
GSWA
2254
Good Steward Wealth Advisors
Tennessee
$284K -$83.2K -2,931 -23%
RWM
2255
Rockline Wealth Management
New York
$284K -$56.6K -1,993 -17%
CWM
2256
Chemistry Wealth Management
New York
$284K -$5.45K -192 -2%
LF
2257
LifePlan Financial
Minnesota
$284K -$345K -12,133 -55%
BCM
2258
Boreal Capital Management
Florida
$284K – – –
BOPW
2259
Brandywine Oak Private Wealth
Pennsylvania
$284K – – –
CC
2260
Cultivar Capital
Texas
$284K +$22.9K +805 +9%
MCM
2261
Manchester Capital Management
Vermont
$284K -$7.01K -247 -2%
CM
2262
Cercano Management
Washington
$283K – – –
OPPS
2263
Obsidian Personal Planning Solutions
Maryland
$283K +$25.8K +909 +9%
RIM
2264
RW Investment Management
Idaho
$282K -$9.68K -341 -3%
VWA
2265
VERITY Wealth Advisors
United States
$281K – – –
TAM
2266
TCP Asset Management
Ohio
$281K +$10.5K +371 +4%
UPS
2267
UHLMANN PRICE SECURITIES
Illinois
$280K +$1.08K +38 +0.4%
LWM
2268
Lodestone Wealth Management
Washington
$280K -$52.8K -1,859 -16%
BCM
2269
Birmingham Capital Management
Alabama
$280K -$158K -5,561 -36%
RW
2270
Rockport Wealth
Ohio
$279K -$29.9K -1,053 -10%
CTA
2271
Colonial Trust Advisors
South Carolina
$279K -$32.9K -1,160 -11%
CICI
2272
Capital Investment Counsel Inc
North Carolina
$278K -$22.5K -793 -7%
PAM
2273
PCG Asset Management
New Jersey
$278K +$73.8K +2,600 +36%
CGA
2274
Crescent Grove Advisors
Illinois
$278K -$10.3K -362 -4%
FNC
2275
First National Corp
Massachusetts
$278K -$145K -5,117 -34%