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Name Holding Trade Value Shares
Change
Change in
Stake
SP
2476
Systematic Portfolios
New York
$262K +$268K +2,523 New
IIA
2477
Integral Investment Advisors
California
$262K +$25.4K +240 +11%
MCC
2478
Malaga Cove Capital
California
$262K -$742 -7 -0.3%
SIA
2479
Spectrum Investment Advisors
Wisconsin
$261K -$27.2K -257 -9%
TWM
2480
Tanager Wealth Management
United Kingdom
$261K +$1.38K +13 +0.5%
EWA
2481
Encompass Wealth Advisors
Oregon
$261K +$8.59K +81 +3%
IWN
2482
Independent Wealth Network
Iowa
$261K +$19.6K +185 +8%
LGW
2483
Leslie Global Wealth
Illinois
$260K +$266K +2,505 New
LFG
2484
Lazard Frères Gestion
France
$260K – – –
CAAM
2485
Cornerstone Advisors Asset Management
Pennsylvania
$260K – – –
JCFM
2486
JBR Co Financial Management
Oklahoma
$260K – – –
HCM
2487
Hengehold Capital Management
Ohio
$259K -$318 -3 -0.1%
MC
2488
Mathes Company
New York
$259K -$53K -500 -17%
SRSA
2489
S.R. Schill & Associates
Washington
$259K -$194K -1,832 -42%
KBFS
2490
Kohmann Bosshard Financial Services
Ohio
$259K – – –
MFFIA
2491
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$259K – – –
AWM
2492
Aprio Wealth Management
Georgia
$257K -$101K -957 -28%
BTC
2493
Bank & Trust Company
Illinois
$257K +$262K +2,471 New
VBFP
2494
Valtinson Bruner Financial Planning
Minnesota
$256K – – –
AWS
2495
Aspen Wealth Strategies
Colorado
$256K – – –
SGCA
2496
Steel Grove Capital Advisors
Tennessee
$255K +$106 +1 +0%
SHA
2497
Seneca House Advisors
Virginia
$255K -$5.3K -50 -2%
MW
2498
Maia Wealth
Colorado
$254K +$262K +2,467 New
PFG
2499
Prosperity Financial Group
California
$252K -$25.4K -240 -9%
EAM
2500
Empirical Asset Management
Massachusetts
$252K +$764K +7,205 +111%