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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
2526
Endeavor Private Wealth
Kansas
$330K +$30.5K +104 +11%
CFA
2527
Capstone Financial Advisors
Illinois
$329K – – –
IWM
2528
Iams Wealth Management
Nebraska
$329K -$522K -1,778 -62%
AA
2529
Aire Advisors
California
$329K – – –
BPW
2530
BLVD Private Wealth
Kentucky
$328K -$12.6K -43 -4%
CI
2531
CX Institutional
Indiana
$328K +$4.11K +14 +1%
CPSAC
2532
Chas P. Smith & Associates (CPS)
Florida
$328K +$88.6K +302 +39%
OFG
2533
Oxford Financial Group
Indiana
$328K +$4.4K +15 +1%
PAG
2534
Powers Advisory Group
Illinois
$328K -$11.4K -39 -3%
RCWM
2535
Red Crane Wealth Management
California
$326K – – –
HA
2536
Helium Advisors
Washington
$326K -$296K -1,009 -48%
ML
2537
McAdam LLC
Pennsylvania
$325K +$30.2K +103 +11%
RW
2538
REDW Wealth
New Mexico
$325K +$1.17K +4 +0.4%
IA
2539
Invested Advisors
Pennsylvania
$324K -$101K -343 -24%
BW
2540
Blalock Williams
Alabama
$322K +$37.3K +127 +14%
PIA
2541
Petredis Investment Advisors
Pennsylvania
$322K – – –
SEP
2542
Signature Equity Partners
Ohio
$321K +$310K +1,056 New
EFP
2543
Elser Financial Planning
Indiana
$321K – – –
MCM
2544
MontVue Capital Management
Virginia
$321K – – –
PCS
2545
Private Client Services
Kentucky
$321K +$39.6K +135 +15%
PAA
2546
Peregrine Asset Advisers
Oregon
$319K – – –
SOAMC
2547
Spirit of America Management Corp
New York
$319K – – –
PCP
2548
Panoramic Capital Partners
Oregon
$319K – – –
SI
2549
Stirlingshire Investments
New York
$319K +$307K +1,046 New
EFA
2550
Evernest Financial Advisors
Indiana
$318K -$133K -454 -34%