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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2176
Apriem Advisors
California
$429K -$13.5K -325 -3%
POIA
2177
Pin Oak Investment Advisors
Texas
$429K +$27.7K +666 +25%
FFO
2178
Fortitude Family Office
Arizona
$427K -$209K -5,028 -35%
SFG
2179
Socha Financial Group
New York
$427K +$6.66K +160 +2%
OFO
2180
OneAscent Family Office
Alabama
$427K +$49.6K +1,191 +14%
WTFG
2181
Wells Trecaso Financial Group
Ohio
$427K +$2.08K +50 +0.5%
PA
2182
Promethium Advisors
Maryland
$426K +$142K +3,400 +57%
CIAS
2183
CFS Investment Advisory Services
New Jersey
$426K -$18.7K -450 -5%
BP
2184
BBR Partners
New York
$426K – – –
SBF
2185
Sara-Bay Financial
Florida
$425K -$69.1K -1,661 -15%
GCA
2186
Genesee Capital Advisors
New York
$425K +$624 +15 +0.2%
AFW
2187
Atlantic Family Wealth
Florida
$424K +$13.6K +327 +4%
SWMG
2188
Stillwater Wealth Management Group
Florida
$424K +$63K +1,513 +19%
PMSA
2189
Patrick M. Sweeney & Associates
Illinois
$423K +$5.54K +133 +1%
KSWA
2190
Kathleen S. Wright Associates
Pennsylvania
$423K -$3.08K -74 -0.8%
UFA
2191
US Financial Advisors
Massachusetts
$422K – – –
CT
2192
Coastline Trust
Rhode Island
$422K -$20.8K -500 -5%
LWM
2193
LJI Wealth Management
Indiana
$421K +$52.4K +1,258 +16%
MLFP
2194
MPS Loria Financial Planners
Illinois
$421K +$5.08K +122 +1%
SLC
2195
Second Line Capital
Louisiana
$421K +$23.7K +570 +7%
HBT
2196
Heartland Bank & Trust
Illinois
$420K +$48.3K +1,160 +14%
CCC
2197
Chelsea Counsel Company
California
$420K -$881K -21,170 -70%
KNW
2198
Kesler Norman & Wride
Utah
$419K -$20.8K -499 -5%
CSI
2199
Cross Staff Investments
New York
$419K -$3.5K -84 -0.9%
BFS
2200
BridgePort Financial Solutions
Iowa
$418K +$17.2K +412 +5%