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Name Holding Trade Value Shares
Change
Change in
Stake
PRI
2476
Prepared Retirement Institute
Pennsylvania
$288K -$28.4K -681 -10%
APW
2477
Aventura Private Wealth
Florida
$288K -$416 -10 -0.2%
DCBT
2478
Dakota Community Bank & Trust
North Dakota
$288K +$25.6K +616 +11%
NPF
2479
Norris Perne & French
Michigan
$288K +$42 +1 +0%
TCM
2480
Tributary Capital Management
Nebraska
$288K -$14.8K -355 -5%
FA
2481
FDx Advisors
Illinois
$288K -$35.2K -846 -12%
UWP
2482
Uniting Wealth Partners
Kansas
$288K -$1.37K -33 -0.5%
SPWM
2483
Spartan Planning & Wealth Management
North Carolina
$288K +$264K +6,341 New
OPWM
2484
Oxinas Partners Wealth Management
Indiana
$287K +$264K +6,336 New
LPT
2485
Legacy Private Trust
Wisconsin
$287K +$263K +6,325 New
PS
2486
Planned Solutions
California
$287K +$31.2K +750 +13%
BLAM
2487
Bourne Lent Asset Management
New York
$286K -$2.08K -50 -0.8%
NC
2488
Napatree Capital
Rhode Island
$286K +$20.3K +487 +8%
BAMG
2489
Brand Asset Management Group
Missouri
$285K -$26K -624 -9%
WCFA
2490
Walkner Condon Financial Advisors
Wisconsin
$284K +$7.87K +189 +3%
RWM
2491
Revisor Wealth Management
Ohio
$284K +$260K +6,253 New
GWMR
2492
GC Wealth Management RIA
Massachusetts
$284K +$37.7K +906 +17%
PTB
2493
Pioneer Trust Bank
Oregon
$283K -$1.04K -25 -0.4%
GPW
2494
Genesis Private Wealth
Virginia
$282K -$31.1K -747 -11%
LEA
2495
Legacy Edge Advisors
New York
$282K +$15.7K +378 +6%
CFP
2496
Cascade Financial Partners
California
$281K +$29.8K +715 +13%
HFS
2497
Heritage Financial Services
Massachusetts
$281K -$25.5K -612 -9%
MW
2498
Maia Wealth
Colorado
$281K -$228K -5,465 -46%
BOJHT
2499
Bank of Jackson Hole Trust
Wyoming
$281K -$47.9K -1,150 -15%
FC
2500
Farringdon Capital
United Kingdom
$281K +$257K +6,185 New