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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$258K -$30K -867 -10%
FAM
727
Formidable Asset Management
Ohio
$256K -$1.69K -49 -0.9%
FBT
728
First Bankers Trust
Kentucky
$254K +$87.8K +2,540 +46%
MCWS
729
McKinley Carter Wealth Services
West Virginia
$254K -$144K -4,163 -34%
AG
730
Ascent Group
Virginia
$253K +$277K +8,001 New
BIA
731
Beacon Investment Advisors
Maryland
$253K +$104 +3 +0%
SPF
732
South Plains Financial
Texas
$250K – – –
TTWM
733
TCV Trust & Wealth Management
Virginia
$248K – – –
VA
734
Valmark Advisers
Ohio
$248K -$4.46K -129 -2%
SFGM
735
Stonebridge Financial Group (Missouri)
Missouri
$246K -$6.05K -175 -2%
RIP
736
Reliant Investment Partners
North Carolina
$245K +$1.04K +30 +0.4%
WG
737
Winton Group
United Kingdom
$245K +$268K +7,758 New
CBTWT
738
Community Bank & Trust (Waco, Texas)
Texas
$245K – – –
AF
739
Advisornet Financial
Minnesota
$244K +$38.6K +1,117 +17%
LF
740
LifeSteps Financial
California
$244K +$207 +6 +0.1%
SFI
741
Siemens Fonds Invest
Germany
$241K +$5.63K +163 +2%
MFS
742
Mirabella Financial Services
United Kingdom
$241K -$4.67K -135 -2%
CW
743
CreativeOne Wealth
Kansas
$239K +$261K +7,561 New
BCWM
744
Bartlett & Co Wealth Management
Ohio
$239K +$14.3K +414 +6%
CFG
745
Copley Financial Group
California
$239K +$261K +7,556 New
HI
746
Harbour Investments
Wisconsin
$239K -$273K -7,894 -51%
RFA
747
Resurgent Financial Advisors
Georgia
$238K +$260K +7,517 New
LCM
748
Laurion Capital Management
New York
$237K +$260K +7,508 New
NW
749
NewEdge Wealth
Pennsylvania
$236K -$311K -8,997 -55%
WIA
750
World Investment Advisors
California
$234K -$89.7K -2,596 -33%
28 29
30
31 32