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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
2301
LBMC Investment Advisors
Tennessee
$462K -$2.66K -51 -0.6%
BFG
2302
Bouchey Financial Group
New York
$462K +$7.62K +146 +2%
PBO
2303
Peoples Bank (Ohio)
Ohio
$461K +$1.1K +21 +0.2%
B
2304
BetterWealth
California
$461K +$463K +8,875 New
AA
2305
Aire Advisors
California
$460K +$463K +8,872 New
MFW
2306
Mosaic Family Wealth
Missouri
$459K +$21.3K +409 +5%
TCM
2307
Triumph Capital Management
Colorado
$457K -$331K -6,353 -42%
LWM
2308
Liberty Wealth Management
California
$457K -$108K -2,061 -19%
WA
2309
Waverly Advisors
Alabama
$457K -$35.4K -679 -7%
IF
2310
IRON Financial
Illinois
$457K +$56.5K +1,082 +14%
RPWA
2311
Regent Peak Wealth Advisors
Georgia
$456K -$91.7K -1,758 -17%
IMA
2312
Investment Management Associates
Colorado
$456K +$68.1K +1,306 +18%
LWP
2313
Legacy Wealth Planning
Nevada
$455K -$48.3K -925 -10%
OLA
2314
Oliver Luxxe Assets
New Jersey
$455K +$835 +16 +0.2%
SCM
2315
SOL Capital Management
Maryland
$453K -$70.4K -1,350 -13%
SFG
2316
Sovereign Financial Group
Connecticut
$453K +$194K +3,725 +75%
MAG
2317
MRA Advisory Group
New Jersey
$452K -$380K -7,292 -46%
JPLA
2318
Joseph P. Lucia & Associates
New York
$451K -$207K -3,974 -31%
WA
2319
WP Advisors
California
$450K -$256K -4,914 -36%
WAM
2320
Winslow Asset Management
Ohio
$450K -$33.7K -646 -7%
NAS
2321
Nicolet Advisory Services
Wisconsin
$450K -$11.8K -226 -3%
CCM
2322
Condor Capital Management
New Jersey
$450K +$5.9K +113 +1%
AGA
2323
Arkos Global Advisors
Texas
$449K – – –
Edgewood Management
2324
Edgewood Management
Connecticut
$448K +$88.7K +1,700 +25%
CWM
2325
Cordatus Wealth Management
Pennsylvania
$447K +$449K +8,612 New