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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1451
Strategic Blueprint
Georgia
$273K -$1.59K -10 -0.6%
EMCIP
1452
Ewing Morris & Co Investment Partners
Ontario, Canada
$273K -$825K -5,200 -75%
AO
1453
Advisor OS
Illinois
$271K -$15.4K -97 -5%
PFG
1454
PAX Financial Group
Texas
$270K +$274K +1,729 New
IWM
1455
IHT Wealth Management
Illinois
$269K -$85.2K -537 -24%
RA
1456
RFG Advisory
Alabama
$268K -$7.45K -47 -3%
SIA
1457
Sit Investment Associates
Minnesota
$268K
LSPW
1458
Lake Street Private Wealth
Illinois
$267K -$7.61K -48 -3%
SSWM
1459
Sheets Smith Wealth Management
North Carolina
$267K +$16.5K +104 +6%
JAG
1460
Journey Advisory Group
Kentucky
$266K
JCM
1461
Jacobsen Capital Management
Utah
$264K -$19.2K -121 -7%
PFM
1462
Potomac Fund Management
Florida
$264K +$21.9K +138 +9%
HWP
1463
Hibernia Wealth Partners
Louisiana
$264K +$268K +1,692 New
BONST
1464
Bank of Nova Scotia Trust
Ontario, Canada
$264K +$11.7K +74 +5%
SFS
1465
Stiles Financial Services
Minnesota
$263K -$35.5K -224 -12%
SWM
1466
Stockman Wealth Management
Montana
$263K
CPA
1467
Capital Performance Advisors
California
$262K +$266K +1,678 New
EA
1468
Everpar Advisors
Oklahoma
$262K +$27.6K +174 +12%
IPW
1469
Inlet Private Wealth
Florida
$260K
RRWA
1470
Rainey & Randall Wealth Advisors
Florida
$260K
SAM
1471
Strategy Asset Managers
California
$259K -$68K -429 -21%
VA
1472
Valmark Advisers
Ohio
$257K -$2.38K -15 -0.9%
SFC
1473
SYM Financial Corp
Indiana
$257K +$52.3K +330 +25%
BOPW
1474
Brandywine Oak Private Wealth
Pennsylvania
$257K
PAW
1475
Plan A Wealth
Nebraska
$257K +$261K +1,645 New