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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2251
Planned Solutions
California
$257K – – –
EM
2252
Excalibur Management
Massachusetts
$256K +$14.6K +34 +5%
LAM
2253
Lifestyle Asset Management
Texas
$255K +$60K +140 +27%
OFO
2254
OneAscent Family Office
Alabama
$255K +$285K +665 New
BWS
2255
Broadway Wealth Solutions
Texas
$254K +$36.9K +86 +15%
YWM
2256
Yoder Wealth Management
California
$253K +$6.86K +16 +2%
MAM
2257
Morse Asset Management
Connecticut
$252K -$2.62M -6,104 -90%
NFP
2258
Narus Financial Partners
Utah
$252K +$29.2K +68 +12%
IIL
2259
Insight Inv LLC
California
$252K +$3.1M +7,234 +1,367%
MAM
2260
Mystic Asset Management
Rhode Island
$251K +$86.6K +202 +45%
Nikko Asset Management Americas
2261
Nikko Asset Management Americas
New York
$251K -$3K -7 -1%
TA
2262
TFB Advisors
Kansas
$250K -$7.29K -17 -3%
TWP
2263
Triad Wealth Partners
Kansas
$250K -$16.7K -39 -6%
PAG
2264
Powers Advisory Group
Illinois
$250K +$13.7K +32 +5%
MA
2265
MONECO Advisors
Connecticut
$249K -$78.5K -183 -22%
FP
2266
Fiduciary Planning
Florida
$249K -$28.7K -67 -9%
HCP
2267
Hexagon Capital Partners
Arkansas
$249K -$3K -7 -1%
GSIS
2268
Global Strategic Investment Solutions
Arizona
$248K -$18.4K -43 -6%
FWM
2269
Forza Wealth Management
Florida
$248K +$4.29K +10 +2%
GTAM
2270
Global Trust Asset Management
Florida
$247K -$124K -290 -31%
AAM
2271
Auxier Asset Management
Oregon
$247K – – –
VNA
2272
Valley National Advisers
Pennsylvania
$246K +$106K +247 +63%
PCM
2273
Pennsylvania Capital Management
Pennsylvania
$246K -$2.14K -5 -0.8%
TCM
2274
Teza Capital Management
Illinois
$245K +$274K +640 New
S
2275
Sunpointe
Missouri
$245K -$162K -378 -37%