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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2451
AA Financial Advisors
Ohio
$278K -$600K -2,015 -66%
SF
2452
SWP Financial
California
$278K
WFL
2453
Wealth Forward LLC
North Dakota
$277K
FCM
2454
Fogel Capital Management
Florida
$276K
RGF
2455
Retirement Guys Formula
Ohio
$276K -$1.49M -5,006 -83%
GFA
2456
Gallagher Fiduciary Advisors
Illinois
$276K -$102K -344 -25%
LEA
2457
Legacy Edge Advisors
New York
$275K -$58.4K -196 -16%
FFG
2458
Fortress Financial Group
Minnesota
$275K +$2.38K +8 +0.8%
AMG
2459
Advisors Management Group
Wisconsin
$275K
MAM
2460
Marotta Asset Management
Virginia
$275K -$596 -2 -0.2%
CFD
2461
Creative Financial Designs
Indiana
$274K +$31.9K +107 +12%
RF
2462
Rossby Financial
Florida
$274K +$87.3K +293 +42%
FWTB
2463
First Western Trust Bank
Colorado
$273K -$99.8K -335 -25%
SEP
2464
Signature Equity Partners
Ohio
$273K -$8.93K -30 -3%
SWRP
2465
Summit Wealth & Retirement Planning
California
$273K +$16.1K +54 +6%
FOA
2466
Five Oceans Advisors
California
$273K +$2.08K +7 +0.7%
KFS
2467
Kaizen Financial Strategies
California
$273K +$256K +861 New
PFWA
2468
Paces Ferry Wealth Advisors
Georgia
$272K +$300K +1,007 New
IAMOG
2469
Investors Asset Management of Georgia
Georgia
$272K +$39.3K +132 +15%
Cohen & Steers
2470
Cohen & Steers
New York
$271K
MO
2471
McMillan Office
Michigan
$271K
PWAM
2472
Papamarkou Wellner Asset Management
New York
$271K
QOP
2473
Quinn Opportunity Partners
Virginia
$271K
RFO
2474
RiverGlades Family Offices
Florida
$271K +$298K +1,000 New
KOC
2475
Koss-Olinger Consulting
Florida
$270K -$10.7K -36 -3%