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Name Holding Trade Value Shares
Change
Change in
Stake
JHP
2701
James Hambro & Partners
United Kingdom
$275K – – –
Harris Associates
2702
Harris Associates
Illinois
$274K -$3.28K -25 -1%
WA
2703
Wealthstream Advisors
New York
$274K +$394 +3 +0.1%
FAG
2704
Fortitude Advisory Group
Washington
$273K -$3.28K -25 -1%
LWM
2705
LJI Wealth Management
Indiana
$272K +$263 +2 +0.1%
SDWMA
2706
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K +$44.6K +340 +20%
AWM
2707
Austin Wealth Management
Texas
$271K -$25.9K -197 -8%
AIA
2708
Arbor Investment Advisors
North Carolina
$271K – – –
DFG
2709
Demars Financial Group
Washington
$270K -$39.6K -302 -13%
1W
2710
1776 Wealth
Georgia
$270K -$360K -2,742 -58%
BWM
2711
BigSur Wealth Management
Florida
$270K – – –
MPW
2712
Magnolia Private Wealth
Pennsylvania
$269K +$26K +198 +11%
CFA
2713
Cahill Financial Advisors
Minnesota
$269K +$68.4K +521 +35%
AGC
2714
Aspen Grove Capital
Colorado
$269K -$151K -1,154 -37%
GWP
2715
Gateway Wealth Partners
Wisconsin
$268K +$45.4K +346 +21%
Cohen & Steers
2716
Cohen & Steers
New York
$268K – – –
MWM
2717
Maridea Wealth Management
New York
$268K +$272K +2,069 New
CI
2718
Corient IA
Florida
$268K -$212K -1,615 -45%
B
2719
Bellecapital
Switzerland
$268K – – –
WCM
2720
Wisconsin Capital Management
Wisconsin
$268K – – –
GA
2721
Goldstein Advisors
Wisconsin
$268K -$8.66K -66 -3%
GCP
2722
Gill Capital Partners
Colorado
$267K -$1.31K -10 -0.5%
SFG
2723
Sunburst Financial Group
Alabama
$266K -$656 -5 -0.3%
RFA
2724
Resurgent Financial Advisors
Georgia
$266K +$4.99K +38 +2%
SIS
2725
Sound Income Strategies
Florida
$266K +$23K +175 +10%