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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
2601
Richardson Financial Services
Massachusetts
$251K -$31.1K -663 -10%
MAG
2602
Meadowbrook Advisors Group
New Jersey
$251K -$64.1K -1,367 -19%
PE
2603
PCM Encore
Colorado
$249K -$42.5K -907 -13%
HGA
2604
Hobbs Group Advisors
South Carolina
$249K +$891 +19 +0.3%
NP
2605
NS Partners
United Kingdom
$249K +$82.8K +1,765 +43%
DC
2606
DeDora Capital
California
$249K -$59.7K -1,272 -18%
ASG
2607
Advisory Solutions Group
Minnesota
$248K +$275K +5,866 New
EIG
2608
Ellenbecker Investment Group
Wisconsin
$248K +$38.4K +819 +16%
PCFFS
2609
Pacific Center for Financial Services
California
$248K -$36.2K -772 -12%
RPWA
2610
Regent Peak Wealth Advisors
Georgia
$247K +$15.4K +329 +6%
EGWAG
2611
Elwood & Goetz Wealth Advisory Group
Georgia
$246K -$2.39K -51 -0.9%
NS
2612
Northland Securities
Minnesota
$246K +$273K +5,813 New
KA
2613
Kercheville Advisors
Texas
$246K -$2.77K -59 -1%
AMBIA
2614
Allen Mooney & Barnes Investment Advisors
Georgia
$246K -$373K -7,955 -58%
KFA
2615
Kapstone Financial Advisors
Ohio
$246K -$4.69K -100 -2%
SCM
2616
Stonehearth Capital Management
Massachusetts
$246K -$244K -5,200 -47%
HP
2617
Hilltop Partners
Indiana
$244K +$94 +2 +0%
BWG
2618
Berry Wealth Group
Texas
$244K -$24.3K -518 -8%
LDB
2619
Lee, Danner & Bass
Tennessee
$244K -$5.49K -117 -2%
ACA
2620
Affinity Capital Advisors
California
$244K +$1.22K +26 +0.5%
SPWM
2621
Spartan Planning & Wealth Management
North Carolina
$244K -$148K -3,151 -35%
FC
2622
Fusion Capital
South Carolina
$243K +$13.2K +282 +5%
FC
2623
Farringdon Capital
United Kingdom
$243K +$270K +5,748 New
JCM
2624
Jag Capital Management
Missouri
$243K -$41K -873 -13%
NFTC
2625
North Forty Two & Co
Oregon
$243K – – –