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Name Holding Trade Value Shares
Change
Change in
Stake
CM
2276
Cercano Management
Washington
$249K
KFP
2277
KMG Fiduciary Partners
Ohio
$249K -$22.3K -879 -8%
LCM
2278
LCM Capital Management
Illinois
$249K -$8.03K -317 -3%
LF
2279
LifePlan Financial
Minnesota
$248K -$1.42K -56 -0.6%
CRI
2280
Commonwealth Retirement Investments
Virginia
$248K +$253K +10,000 New
PWA
2281
Physician Wealth Advisors
Utah
$248K +$62.6K +2,473 +33%
BOPW
2282
Brandywine Oak Private Wealth
Pennsylvania
$248K -$1.47K -58 -0.6%
CWMGO
2283
Capstone Wealth Management Group (Oregon)
Oregon
$248K -$8.05K -318 -3%
UPS
2284
UHLMANN PRICE SECURITIES
Illinois
$248K +$1.06K +42 +0.4%
VWA
2285
VERITY Wealth Advisors
United States
$247K
FNWM
2286
Financial Network Wealth Management
Utah
$247K
PAM
2287
PCG Asset Management
New Jersey
$247K -$7.59K -300 -3%
HTIM
2288
Harbour Trust & Investment Management
Indiana
$246K +$21.5K +850 +9%
BCM
2289
Birmingham Capital Management
Alabama
$246K
VDC
2290
Van Diest Capital
Iowa
$246K +$251K +9,897 New
HFS
2291
Heritage Financial Services
Massachusetts
$245K +$2.23K +88 +0.9%
SL
2292
SWMG LLC
Texas
$245K -$785 -31 -0.3%
MCM
2293
Marathon Capital Management
Maryland
$245K +$250K +9,857 New
CGA
2294
Crescent Grove Advisors
Illinois
$244K
FWTB
2295
First Western Trust Bank
Colorado
$244K +$23.2K +915 +10%
DIM
2296
Delta Investment Management
California
$244K -$16.9K -666 -6%
OFG
2297
Opulen Financial Group
Virginia
$244K -$8.3K -328 -3%
MFT
2298
Moisand Fitzgerald Tamayo
Florida
$244K
IWM
2299
IMG Wealth Management
Florida
$241K +$12.4K +488 +5%
EWM
2300
EPG Wealth Management
Georgia
$241K +$1.67K +66 +0.7%