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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
2251
Wealth Dimensions Group
Ohio
$10.5M -$831K -4,568 -7%
GSIAS
2252
Garden State Investment Advisory Services
New Jersey
$10.4M +$34.9K +192 +0.3%
SFCL
2253
Strengthening Families & Communities LLC
Massachusetts
$10.4M +$559K +3,077 +5%
OHWP
2254
Oak Harbor Wealth Partners
North Carolina
$10.4M +$1.09K +6 +0%
AFT
2255
Alpha Family Trust
California
$10.4M -$264K -1,450 -2%
LAIC
2256
Lederer & Associates Investment Counsel
California
$10.4M -$41.3K -227 -0.4%
EBA
2257
Eagle Bay Advisors
New York
$10.4M -$66.7K -367 -0.6%
ACM
2258
Alpha Capital Management
Texas
$10.4M -$513K -2,822 -4%
GMF
2259
Grace & Mercy Foundation
New York
$10.3M
PFG
2260
Prosperity Financial Group
California
$10.3M +$339K +1,866 +3%
IWS
2261
Insight Wealth Strategies
California
$10.3M +$3.31M +18,224 +43%
KAS
2262
KPP Advisory Services
Kentucky
$10.3M -$303K -1,669 -3%
DWM
2263
Drive Wealth Management
Utah
$10.3M -$107K -587 -1%
AWA
2264
Amplius Wealth Advisors
Pennsylvania
$10.3M +$91.1K +501 +0.8%
LJHT
2265
Laurie J. Hall Trustee
$10.3M -$93.8K -516 -0.9%
SJIM
2266
St. Johns Investment Management
Florida
$10.3M -$335K -1,844 -3%
SF
2267
Symphony Financial
Texas
$10.3M -$2.62M -14,435 -19%
IFA
2268
Index Fund Advisors
California
$10.3M +$49.3K +271 +0.5%
NG
2269
Norden Group
Utah
$10.3M +$1.06M +5,830 +11%
BBWA
2270
Bell & Brown Wealth Advisors
California
$10.3M -$529K -2,912 -5%
CWP
2271
Core Wealth Partners
California
$10.3M +$22K +121 +0.2%
OBGC
2272
O'Brien Greene & Co
Pennsylvania
$10.3M -$222K -1,219 -2%
FAG
2273
Fortitude Advisory Group
Washington
$10.2M -$1.84M -10,132 -14%
CMP
2274
Coston McIsaac & Partners
Maine
$10.2M -$12.4K -68 -0.1%
WP
2275
WealthShield Partners
North Carolina
$10.2M +$758K +4,169 +8%