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Name Holding Trade Value Shares
Change
Change in
Stake
KF
2501
Kelsey Financial
California
$279K – – –
BSTWA
2502
Blake Schutter Theil Wealth Advisors
Ohio
$279K +$27.4K +585 +10%
NWA
2503
New World Advisors
Massachusetts
$278K +$10.3K +220 +3%
BC
2504
Barrett & Company
Rhode Island
$278K +$3.1K +66 +1%
SAM
2505
S.A. Mason
Michigan
$277K +$844 +18 +0.3%
DAS
2506
Daybright Advisory Services
Florida
$277K -$9.24K -197 -3%
TIAA Trust, National Association
2507
TIAA Trust, National Association
North Carolina
$277K +$13.4K +286 +5%
SP
2508
Symmetry Partners
Connecticut
$277K -$193K -4,118 -39%
EIM
2509
Essex Investment Management
Massachusetts
$276K -$751 -16 -0.2%
MCM
2510
MV Capital Management
Maryland
$276K -$2.25K -48 -0.7%
AIM
2511
Aurora Investment Managers
Florida
$276K +$305K +6,510 New
WI
2512
Wedgewood Investors
Pennsylvania
$276K – – –
AFG
2513
Artesa Financial Group
Texas
$275K +$141 +3 +0%
LWA
2514
Lantern Wealth Advisors
New York
$275K +$41.2K +878 +16%
WP
2515
Waycross Partners
Kentucky
$275K – – –
YWM
2516
Yoder Wealth Management
California
$274K +$4.69K +100 +2%
NFA
2517
Northwest Financial Advisors
Virginia
$274K +$11.4K +243 +4%
W
2518
Wealthquest
Ohio
$274K +$49.6K +1,057 +20%
SW
2519
StrongBox Wealth
Missouri
$273K -$3.56K -76 -1%
JIG
2520
Junk Investment Group
Maryland
$273K +$47.9K +1,022 +19%
KFAS
2521
Keating Financial Advisory Services
Kansas
$273K -$59.3K -1,265 -16%
PWM
2522
Palumbo Wealth Management
New York
$273K -$2.67K -57 -0.9%
CB
2523
CNB Bank
Pennsylvania
$271K -$14.4K -308 -5%
CMAI
2524
Capital Management Associates Inc
Minnesota
$271K +$3.56K +76 +1%
BWA
2525
Blodgett Wealth Advisors
California
$271K -$19.5K -415 -6%