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Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
2351
S.R. Schill & Associates
Washington
$287K -$23.4K -120 -7%
LWA
2352
Ledgewood Wealth Advisors
New Hampshire
$286K
SL
2353
Sentinus LLC
Illinois
$286K +$318K +1,629 New
PWM
2354
Provident Wealth Management
Tennessee
$285K +$4.49K +23 +1%
HP
2355
Holistic Planning
Texas
$285K -$97.5K -499 -24%
VC
2356
Veery Capital
Delaware
$285K +$317K +1,620 New
WCAMG
2357
Woodard & Company Asset Management Group
North Carolina
$285K +$2.73K +14 +0.9%
PIAS
2358
PCA Investment Advisory Services
Ohio
$285K +$62.3K +319 +25%
HCP
2359
Hexagon Capital Partners
Arkansas
$284K +$7.82K +40 +3%
SC
2360
Searle & Co
Connecticut
$284K +$9.77K +50 +3%
SRA
2361
Secured Retirement Advisors
Minnesota
$284K +$21.3K +109 +7%
SM
2362
Sweeney & Michel
California
$284K +$312K +1,598 New
UWPG
2363
Ullmann Wealth Partners Group
Florida
$284K +$37.5K +192 +14%
CPA
2364
Capital Performance Advisors
California
$284K -$241K -1,235 -43%
CT
2365
Caldwell Trust
Florida
$284K -$25.8K -132 -8%
B
2366
Barings
North Carolina
$283K -$98.9K -506 -24%
MRWM
2367
ML&R Wealth Management
Texas
$283K -$32.6K -167 -9%
Cohen & Steers
2368
Cohen & Steers
New York
$283K
EA
2369
Ellsworth Advisors
Ohio
$282K +$322K +1,649 New
C
2370
Covestor
United Kingdom
$282K +$69K +353 +28%
AT
2371
Arden Trust
Delaware
$282K -$369K -1,888 -54%
MHR
2372
Matthew Hamilton Rosenberg
$281K -$62.7K -321 -17%
GWAG
2373
Garrett Wealth Advisory Group
Texas
$281K
HFAS
2374
Hummer Financial Advisory Services
Illinois
$281K
CWM
2375
Centric Wealth Management
Illinois
$280K -$7.97M -40,772 -96%