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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1626
Quantum Financial Advisors
California
$239K -$3.84K -24 -1%
AWS
1627
AJ Wealth Strategies
New York
$239K +$2.08K +13 +0.8%
LC
1628
LCNB Corp
Ohio
$239K +$6.4K +40 +3%
PP
1629
Pegasus Partners
Wisconsin
$239K +$8.16K +51 +3%
NDSI
1630
Newman Dignan & Sheerar Inc
Rhode Island
$238K -$6.56K -41 -2%
MSCM
1631
McElhenny Sheffield Capital Management
Texas
$238K
LA
1632
Legacy Advisors
Pennsylvania
$238K +$257K +1,605 New
BWA
1633
Blodgett Wealth Advisors
California
$237K -$180K -1,125 -41%
AG
1634
AlphaSimPlex Group
Massachusetts
$237K
PIA
1635
Perennial Investment Advisors
California
$237K
CM
1636
CastleKnight Management
New York
$237K +$256K +1,600 New
PWM
1637
Peterson Wealth Management
Nevada
$236K +$254K +1,588 New
CBFP
1638
Cedar Brook Financial Partners
Ohio
$235K -$21.5K -134 -8%
V
1639
VeraBank
Texas
$235K -$20K -125 -7%
CG
1640
CFO4Life Group
Texas
$235K -$5.44K -34 -2%
AL
1641
Aspiriant LLC
California
$235K +$15.5K +97 +7%
SSWM
1642
Sheets Smith Wealth Management
North Carolina
$232K +$160 +1 +0.1%
RWA
1643
Redhawk Wealth Advisors
Minnesota
$232K +$320 +2 +0.1%
MWM
1644
Modera Wealth Management
New Jersey
$232K +$5.28K +33 +2%
PFGIA
1645
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$93.8K +586 +60%
Cohen & Steers
1646
Cohen & Steers
New York
$232K +$250K +1,561 New
CCFM
1647
Clear Creek Financial Management
Washington
$231K -$342K -2,134 -58%
AC
1648
Addison Capital
Pennsylvania
$231K -$4.48K -28 -2%
CNC
1649
Citizens & Northern Corp
Pennsylvania
$231K
PG
1650
Patten Group
Tennessee
$231K +$320 +2 +0.1%