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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2301
Aevitas Wealth Management
Massachusetts
$327K +$40.9K +1,415 +15%
Rafferty Asset Management
2302
Rafferty Asset Management
New York
$326K -$120K -4,148 -27%
LA
2303
Legacy Advisors
Pennsylvania
$326K -$23.3K -808 -7%
HCIA
2304
Hochman Cole Investment Advisors
Illinois
$324K
BA
2305
Ballew Advisors
Mississippi
$322K +$26.2K +906 +9%
AIS
2306
American Investment Services
Massachusetts
$321K +$4.27K +148 +1%
AWA
2307
Alaska Wealth Advisors
Alaska
$319K +$312K +10,818 New
SAG
2308
Spotlight Asset Group
Illinois
$319K +$397K +13,764 New
AIM
2309
Aspen Investment Management
Michigan
$317K +$1.04K +36 +0.3%
AWC
2310
Abundance Wealth Counselors
Pennsylvania
$316K -$5.75K -199 -2%
RHJA
2311
Rice Hall James & Associates
California
$315K -$27.3K -944 -8%
BC
2312
Barnett & Company
Tennessee
$315K +$39.8K +1,377 +15%
LFASL
2313
Lugano Financial Advisors SA (LFA)
Switzerland
$315K +$308K +10,681 New
NQWM
2314
Northwest Quadrant Wealth Management
Oregon
$313K -$87.7K -3,036 -22%
HRC
2315
Hoertkorn Richard Charles
$313K
BFP
2316
Briaud Financial Planning
Texas
$313K +$306K +10,612 New
UC
2317
Unio Capital
New Jersey
$309K -$11.5K -397 -4%
PCA
2318
Peddock Capital Advisors
Massachusetts
$308K
HWA
2319
Heritage Wealth Advisors
Virginia
$308K +$30.9K +1,069 +11%
RHP
2320
Royal Harbor Partners
Texas
$307K +$300K +10,392 New
IFS
2321
Ifrah Financial Services
Arkansas
$306K -$132K -4,555 -31%
OBGC
2322
O'Brien Greene & Co
Pennsylvania
$306K
BWM
2323
Benchmark Wealth Management
Connecticut
$306K +$300K +10,383 New
RIS
2324
Retirement Income Solutions
Michigan
$300K -$70.5K -2,442 -19%
RCA
2325
Reitz Capital Advisors
Michigan
$300K +$89K +3,082 +44%