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Name Holding Trade Value Shares
Change
Change in
Stake
Maia Wealth
3051
Maia Wealth
Colorado
$9.29M +$458K +1,602 +5%
GRWP
3052
Green Ridge Wealth Planning
New Jersey
$9.29M -$525K -1,837 -5%
Napier Financial
3053
Napier Financial
Massachusetts
$9.28M -$1.06M -3,720 -10%
Pacific Center for Financial Services
3054
Pacific Center for Financial Services
California
$9.28M -$27.5K -96 -0.3%
Norris Financial Group
3055
Norris Financial Group
South Carolina
$9.26M +$105K +368 +1%
Center for Financial Planning
3056
Center for Financial Planning
Michigan
$9.26M +$49.5K +173 +0.5%
Legacy Financial Strategies
3057
Legacy Financial Strategies
Kansas
$9.25M +$70.7K +247 +0.8%
Saba Capital Management
3058
Saba Capital Management
New York
$9.25M -$1.29M -4,513 -12%
Retirement Planning Company of New England
3059
Retirement Planning Company of New England
Rhode Island
$9.25M -$913K -3,193 -9%
Willis Johnson & Associates
3060
Willis Johnson & Associates
Texas
$9.25M -$6.26M -21,873 -41%
HCM
3061
Hudson Capital Management
New Jersey
$9.25M +$82.7K +289 +0.9%
Investment Advisory Group
3062
Investment Advisory Group
Massachusetts
$9.24M +$360K +1,258 +4%
Grace & Mercy Foundation
3063
Grace & Mercy Foundation
New York
$9.23M – – –
Ballast Rock Private Wealth
3064
Ballast Rock Private Wealth
South Carolina
$9.23M +$89.5K +313 +1%
ALAM
3065
Asahi Life Asset Management
Japan
$9.23M -$213K -746 -2%
Pacific Sage Partners
3066
Pacific Sage Partners
Washington
$9.22M -$552K -1,930 -6%
Orographic Financial Advisors
3067
Orographic Financial Advisors
Colorado
$9.21M -$498K -1,740 -5%
SAMT
3068
Select Asset Management & Trust
Pennsylvania
$9.21M -$166K -582 -2%
Delta Capital Management
3069
Delta Capital Management
New Jersey
$9.19M +$17.2K +60 +0.2%
Omnia Family Wealth
3070
Omnia Family Wealth
Florida
$9.19M -$16.3K -57 -0.2%
Per Stirling Capital Management
3071
Per Stirling Capital Management
Texas
$9.18M -$191K -669 -2%
Barrett & Company
3072
Barrett & Company
Rhode Island
$9.18M +$1.17M +4,082 +15%
Almanack Investment Partners
3073
Almanack Investment Partners
Pennsylvania
$9.18M +$4.29M +15,001 +90%
Mizuho Markets Americas
3074
Mizuho Markets Americas
New York
$9.17M -$37.2K -130 -0.4%
WT Wealth Management
3075
WT Wealth Management
Arizona
$9.16M +$776K +2,712 +9%