Name Holding Trade Value Shares
Change
Change in
Stake
IF
1001
Insight Folios
North Carolina
$426K +$4.27K +42 +1%
LFP
1002
Lakeshore Financial Planning
Michigan
$425K +$102 +1 +0%
LAI
1003
Legal Advantage Investments
California
$425K – – –
TPI
1004
Trust Point Inc
Wisconsin
$424K +$5.18K +51 +1%
LIM
1005
Letson Investment Management
Georgia
$423K – – –
GVAG
1006
Great Valley Advisor Group
Delaware
$421K +$21.2K +209 +6%
AWM
1007
Aprio Wealth Management
Georgia
$421K +$17.8K +175 +5%
FWTB
1008
First Western Trust Bank
Colorado
$420K – – –
BFAG
1009
Blackston Financial Advisory Group
Florida
$419K +$116K +1,139 +44%
IAA
1010
Ironsides Asset Advisors
North Carolina
$417K – – –
CC
1011
Chicago Capital
Illinois
$417K – – –
AT
1012
American Trust
Kentucky
$416K -$610 -6 -0.2%
AG
1013
AlTi Global
New York
$416K -$113K -1,108 -23%
FA
1014
Faithward Advisors
Pennsylvania
$416K -$8.44K -83 -2%
NSB
1015
Norway Savings Bank
Maine
$415K – – –
MIS
1016
Morningstar Investment Services
Illinois
$412K +$48.4K +476 +15%
BFA
1017
Beaumont Financial Advisors
Massachusetts
$412K +$19K +187 +5%
AFC
1018
AFT Forsyth & Company
Florida
$411K – – –
WPW
1019
Waldron Private Wealth
Pennsylvania
$410K +$4.17K +41 +1%
SC
1020
Schoolcraft Capital
Colorado
$409K – – –
EIP
1021
Ellis Investment Partners
Pennsylvania
$409K +$508 +5 +0.1%
OS
1022
Objectivity Squared
South Carolina
$407K +$1.73K +17 +0.5%
APW
1023
Acima Private Wealth
Virginia
$407K – – –
SPC
1024
Spirepoint Private Client
Florida
$406K -$2.03K -20 -0.5%
FIBT
1025
First International Bank & Trust
North Dakota
$405K -$11.7K -115 -3%