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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2626
IVC Wealth Advisors
Pennsylvania
$285K -$37.1K -800 -12%
KBG
2627
Kahn Brothers Group
New York
$285K -$114K -2,465 -30%
ABLA
2628
Alan B. Lancz & Associates
Ohio
$285K -$86.4K -1,865 -25%
LEA
2629
Legacy Edge Advisors
New York
$285K +$1.11K +24 +0.4%
USB
2630
Union Savings Bank
Connecticut
$284K -$2.18K -47 -0.8%
GA
2631
GSG Advisors
New Jersey
$284K +$15.5K +335 +6%
BF
2632
Blankinship & Foster
California
$284K -$6.95K -150 -3%
LIA
2633
LBMC Investment Advisors
Tennessee
$283K -$11K -237 -4%
CWA
2634
CM Wealth Advisors
Ohio
$282K -$46.3K -1,000 -15%
LWA
2635
Lantern Wealth Advisors
New York
$282K -$26.1K -564 -9%
E
2636
Evansbrook
Illinois
$282K +$463 +10 +0.2%
DIM
2637
DLK Investment Management
California
$282K -$510 -11 -0.2%
MFG
2638
Magnus Financial Group
New York
$281K -$138K -2,986 -35%
MWM
2639
Mindset Wealth Management
Indiana
$280K -$26.6K -574 -9%
CFSG
2640
Community Financial Services Group
Vermont
$280K +$263K +5,672 New
FZCM
2641
Flynn Zito Capital Management
New York
$280K +$1.76K +38 +0.7%
FAT
2642
First American Trust
California
$279K -$4.17K -90 -2%
CCW
2643
Coastline Complete Wealth
South Carolina
$279K +$11.4K +247 +5%
MFC
2644
Mechanics Financial Corp
Ohio
$278K -$3.06K -66 -1%
SIA
2645
Sovereign Investment Advisors
Arizona
$278K +$256K +5,528 New
CWM
2646
CarsonAllaria Wealth Management
Illinois
$277K +$9.92K +214 +4%
CWM
2647
Centurion Wealth Management
Virginia
$277K -$2.73K -59 -1%
LCA
2648
Legend Capital Advisors
New York
$277K
LGG
2649
Luts & Greenleigh Group
Maryland
$277K +$19.9K +429 +8%
RPWA
2650
Regent Peak Wealth Advisors
Georgia
$276K +$24.1K +520 +10%