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Name Holding Trade Value Shares
Change
Change in
Stake
SRL
1376
Scientech Research LLC
New Jersey
$246K -$77K -1,073 -25%
RBC
1377
Romano Brothers & Co
Illinois
$243K +$227K +3,162 New
UWS
1378
Unique Wealth Strategies
Illinois
$243K -$317K -4,410 -58%
AWM
1379
Avior Wealth Management
Nebraska
$241K +$222K +3,090 +7,537%
WAM
1380
Worth Asset Management
Texas
$241K +$225K +3,129 New
RFA
1381
Register Financial Advisors
Georgia
$241K +$224K +3,125 New
CWM
1382
Circle Wealth Management
New Jersey
$240K +$224K +3,118 New
FNFDCM
1383
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$239K +$223K +3,100 New
SCM
1384
Saxony Capital Management
Missouri
$239K +$223K +3,100 New
IFPG
1385
Intrepid Financial Planning Group
Indiana
$238K -$14K -195 -6%
BAM
1386
Berkshire Asset Management
Pennsylvania
$238K +$222K +3,097 New
KI
1387
Keystone Investors
Singapore
$238K -$1.11M -15,500 -83%
AI
1388
Atom Investors
Texas
$238K -$50K -696 -18%
SIA
1389
Soltis Investment Advisors
Utah
$238K +$222K +3,086 New
C1AG
1390
Client 1st Advisory Group
Florida
$238K +$221K +3,085 New
JIC
1391
Joel Isaacson & Co
New York
$237K +$221K +3,076 New
FMN
1392
Financial Management Network
California
$237K +$227K +3,158 New
HWM
1393
HighMark Wealth Management
Minnesota
$236K -$39.9K -556 -16%
TCWM
1394
Total Clarity Wealth Management
Illinois
$236K +$220K +3,067 New
BBW
1395
Blue Barn Wealth
Utah
$236K +$220K +3,061 New
AC
1396
Abbrea Capital
California
$235K +$219K +3,052 New
LA
1397
LVW Advisors
New York
$235K +$219K +3,049 New
FHC
1398
First Heartland Consultants
Missouri
$233K +$218K +3,031 New
PFPT
1399
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K -$19.2K -267 -8%
TPA
1400
Trivium Point Advisory
Connecticut
$231K +$215K +2,997 New