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Name Holding Trade Value Shares
Change
Change in
Stake
SLT
2301
St Louis Trust
Missouri
$327K – – –
AWM
2302
Aevitas Wealth Management
Massachusetts
$327K +$40.9K +1,415 +15%
Rafferty Asset Management
2303
Rafferty Asset Management
New York
$326K -$120K -4,148 -27%
LA
2304
Legacy Advisors
Pennsylvania
$326K -$23.3K -808 -7%
HCIA
2305
Hochman Cole Investment Advisors
Illinois
$324K – – –
BA
2306
Ballew Advisors
Mississippi
$322K +$26.2K +906 +9%
AIS
2307
American Investment Services
Massachusetts
$321K +$4.27K +148 +1%
AWA
2308
Alaska Wealth Advisors
Alaska
$319K +$312K +10,818 New
SAG
2309
Spotlight Asset Group
Illinois
$319K +$397K +13,764 New
AIM
2310
Aspen Investment Management
Michigan
$317K +$1.04K +36 +0.3%
AWC
2311
Abundance Wealth Counselors
Pennsylvania
$316K -$5.75K -199 -2%
RHJA
2312
Rice Hall James & Associates
California
$315K -$27.3K -944 -8%
BC
2313
Barnett & Company
Tennessee
$315K +$39.8K +1,377 +15%
LFASL
2314
Lugano Financial Advisors SA (LFA)
Switzerland
$315K +$308K +10,681 New
NQWM
2315
Northwest Quadrant Wealth Management
Oregon
$313K -$87.7K -3,036 -22%
HRC
2316
Hoertkorn Richard Charles
$313K – – –
BFP
2317
Briaud Financial Planning
Texas
$313K +$306K +10,612 New
UC
2318
Unio Capital
New Jersey
$309K -$11.5K -397 -4%
PCA
2319
Peddock Capital Advisors
Massachusetts
$308K – – –
HWA
2320
Heritage Wealth Advisors
Virginia
$308K +$30.9K +1,069 +11%
RHP
2321
Royal Harbor Partners
Texas
$307K +$300K +10,392 New
IFS
2322
Ifrah Financial Services
Arkansas
$306K -$132K -4,555 -31%
OBGC
2323
O'Brien Greene & Co
Pennsylvania
$306K – – –
BWM
2324
Benchmark Wealth Management
Connecticut
$306K +$300K +10,383 New
RIS
2325
Retirement Income Solutions
Michigan
$300K -$70.5K -2,442 -19%