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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1051
Forte Capital
New York
$275K -$5.06K -70 -2%
CW
1052
CreativeOne Wealth
Kansas
$274K +$9.69K +134 +4%
CMS
1053
Capital Market Strategies
Florida
$273K +$39.9K +552 +18%
HFP
1054
Holistic Financial Partners
Indiana
$270K -$12.2K -169 -4%
EDRIA
1055
Edmonds Duncan Registered Investment Advisors
Kansas
$270K +$5.06K +70 +2%
RFN
1056
RDA Financial Network
Iowa
$270K +$21.3K +295 +9%
SG
1057
Stonnington Group
California
$268K -$127K -1,750 -35%
GCMG
1058
Gyroscope Capital Management Group
Florida
$268K +$260K +3,600 New
ST
1059
Somerset Trust
Pennsylvania
$263K +$35.3K +488 +16%
LWM
1060
Lodestone Wealth Management
Washington
$261K +$254K +3,509 New
FHA
1061
First Horizon Advisors
Tennessee
$261K -$103K -1,423 -29%
PAM
1062
Peak Asset Management
Colorado
$261K – – –
VA
1063
Valmark Advisers
Ohio
$260K +$253K +3,496 New
GT
1064
Glenview Trust
Kentucky
$259K -$2.31K -32 -0.9%
IIA
1065
IPG Investment Advisors
California
$259K -$21.7K -300 -8%
BFA
1066
Bill Few Associates
Pennsylvania
$256K – – –
EWM
1067
EPG Wealth Management
Georgia
$255K +$247K +3,420 New
GDP
1068
Great Diamond Partners
Maine
$255K -$25.9K -358 -9%
GA
1069
Geller Advisors
New York
$253K +$13.7K +190 +6%
BCA
1070
Bay Colony Advisors
Massachusetts
$252K -$54.3K -750 -18%
ACP
1071
Aviance Capital Partners
Florida
$251K -$36.2K -500 -13%
JAFL
1072
Jay A. Fishman Ltd
Michigan
$251K +$244K +3,367 New
LA
1073
Latitude Advisors
Florida
$250K -$27.3K -378 -10%
GIM
1074
Grassi Investment Management
California
$250K -$1.41M -19,425 -85%
NHC
1075
Nicholas Hoffman & Company
Georgia
$249K +$242K +3,343 New