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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2776
IFC Advisors
California
$278K -$23.1K -67 -8%
NRG
2777
Nemes Rush Group
Michigan
$277K +$11.7K +34 +4%
MFS
2778
Mattson Financial Services
Michigan
$277K +$282K +819 New
CFGW
2779
Chancellor Financial Group WB
Pennsylvania
$277K -$156K -454 -36%
Thompson Siegel & Walmsley
2780
Thompson Siegel & Walmsley
Virginia
$276K -$17.2K -50 -6%
OWCM
2781
One Wealth Capital Management
Arizona
$275K -$5.85K -17 -2%
FWM
2782
Foguth Wealth Management
Michigan
$275K +$226K +656 New
AIP
2783
Avail Investment Partners
Pennsylvania
$274K +$279K +810 New
GWA
2784
Gutierrez Wealth Advisory
Arkansas
$274K -$21K -61 -7%
FA
2785
Faithward Advisors
Pennsylvania
$274K -$1.72K -5 -0.6%
GAM
2786
Gould Asset Management
California
$274K +$279K +810 New
CWM
2787
Centric Wealth Management
Illinois
$273K -$71.9K -209 -24%
WFM
2788
Wolff Financial Management
Michigan
$273K – – –
CAM
2789
Capco Asset Management
Florida
$273K +$151K +439 +119%
IP
2790
Isthmus Partners
Wisconsin
$273K – – –
WIA
2791
Westbourne Investment Advisors
Maryland
$272K – – –
TWM
2792
TriaGen Wealth Management
California
$272K -$82.6K -240 -23%
WA
2793
WealthTrust Axiom
Pennsylvania
$272K +$20.6K +60 +8%
WP
2794
WealthShield Partners
North Carolina
$271K +$14.5K +42 +6%
DP
2795
DDD Partners
Washington
$271K +$16.5K +48 +6%
DA
2796
Drake & Associates
Wisconsin
$271K +$31K +90 +13%
SWG
2797
Summit Wealth Group
Vermont
$271K +$276K +802 New
OCM
2798
Osbon Capital Management
Massachusetts
$271K – – –
GA
2799
Gordian Advisors
Arizona
$270K – – –
PA
2800
Perennial Advisors
New York
$270K – – –