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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1801
Pinion Investment Advisors
Kansas
$881K -$27.7K -48 -3%
CIA
1802
Cape Investment Advisory
Georgia
$876K -$236K -410 -22%
APC
1803
Aspire Private Capital
North Carolina
$875K +$23.1K +40 +3%
AIA
1804
Angeles Investment Advisors
California
$869K -$17.9K -31 -2%
JWM
1805
Jeppson Wealth Management
California
$869K -$1.15K -2 -0.1%
CIS
1806
Custom Index Systems
New York
$866K +$837K +1,452 New
KFS
1807
Kaizen Financial Strategies
California
$866K -$341K -591 -29%
LFAS
1808
Level Four Advisory Services
Texas
$866K +$58.3K +101 +7%
DTL
1809
Dynamic Technology Lab
Singapore
$864K -$880K -1,525 -51%
CFO
1810
CVA Family Office
Colorado
$864K +$577 +1 +0.1%
NBT
1811
Northwest Bank & Trust
Iowa
$861K +$832K +1,443 New
PB
1812
Pinnacle Bancorp
Nebraska
$860K -$11.5K -20 -1%
EWA
1813
Etesian Wealth Advisors
Oregon
$859K -$6.34K -11 -0.8%
NL
1814
NWAM LLC
Washington
$858K +$311K +540 +60%
NB
1815
Northwest Bancshares
Pennsylvania
$857K
MW
1816
Marcum Wealth
Ohio
$856K -$38.6K -67 -4%
DRS
1817
Deane Retirement Strategies
Louisiana
$854K -$3.25M -5,630 -80%
BWP
1818
BSW Wealth Partners
Colorado
$854K +$46.7K +81 +6%
NAS
1819
Nicolet Advisory Services
Wisconsin
$851K -$50.8K -88 -6%
WCA
1820
Waypoint Capital Advisors
Minnesota
$851K -$17.3K -30 -2%
NHC
1821
Nicholas Hoffman & Company
Georgia
$850K -$11K -19 -1%
AWE
1822
Avidian Wealth Enterprises
Texas
$849K -$114K -197 -12%
BFC
1823
Bedel Financial Consulting
Indiana
$847K +$4.61K +8 +0.6%
TSS
1824
Two Sigma Securities
New York
$845K +$142K +247 +21%
FOFP
1825
Fee-Only Financial Planning
South Carolina
$842K