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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
2426
JNBA Financial Advisors
Minnesota
$314K -$11.1K -200 -3%
FC
2427
Financial Council
Maryland
$313K +$320K +5,788 New
LTI
2428
Laffer Tengler Investments
Tennessee
$312K +$320K +5,784 New
HFP
2429
Holistic Financial Partners
Indiana
$312K -$47K -849 -13%
PWM
2430
Prentice Wealth Management
New York
$312K -$14.7K -266 -4%
MIG
2431
McGuire Investment Group
Rhode Island
$312K +$65K +1,175 +26%
AFC
2432
AFT Forsyth & Company
Florida
$311K -$20.7K -375 -6%
PHM
2433
Prospect Hill Management
New Jersey
$311K
CWM
2434
Cahaba Wealth Management
Georgia
$311K +$319K +5,772 New
LNWTC
2435
Laird Norton Wetherby Trust Company
Washington
$311K +$319K +5,772 New
RRA
2436
Round Rock Advisors
Connecticut
$310K -$20.9K -378 -6%
RWG
2437
Regal Wealth Group
California
$310K +$2.21K +40 +0.7%
RIS
2438
Retirement Income Solutions
Michigan
$310K +$18.4K +332 +6%
GFPC
2439
Global Financial Private Client
Florida
$309K
SFP
2440
Shepherd Financial Partners
Massachusetts
$309K -$167K -3,027 -35%
GIP
2441
Greatmark Investment Partners
Georgia
$309K -$5.53K -100 -2%
VWA
2442
VERITY Wealth Advisors
United States
$309K
KWM
2443
Keebeck Wealth Management
Illinois
$308K -$57.4K -1,037 -15%
SAG
2444
Spotlight Asset Group
Illinois
$307K -$88.1K -1,592 -22%
HWM
2445
Hemington Wealth Management
Virginia
$307K -$10.7K -194 -3%
FCM
2446
Firestone Capital Management
Florida
$306K
OHIS
2447
Oak Harvest Investment Services
Texas
$306K +$22.6K +408 +8%
AA
2448
Aufman Associates
Pennsylvania
$305K +$6.92K +125 +2%
LBD
2449
Landsberg Bennett & Dubbaneh
Florida
$304K -$44.4K -802 -13%
MWM
2450
Merriman Wealth Management
Washington
$304K -$940 -17 -0.3%