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Name Holding Trade Value Shares
Change
Change in
Stake
PA
2776
Prairie Advisory
Kansas
$232K +$219K +640 New
GWM
2777
Glass Wealth Management
Texas
$232K – – –
BFAG
2778
Blackston Financial Advisory Group
Florida
$231K +$3.77K +11 +2%
SPFA
2779
Summit Place Financial Advisors
New Jersey
$231K -$31.8K -93 -13%
CSI
2780
Clark & Stuart Inc
Maine
$230K – – –
PWM
2781
Praetorian Wealth Management
California
$229K +$217K +633 New
CCP
2782
Cassia Capital Partners
North Carolina
$229K +$685 +2 +0.3%
CWM
2783
Cahaba Wealth Management
Georgia
$229K -$2.05K -6 -0.9%
CIA
2784
Cape Investment Advisory
Georgia
$228K -$14.4K -42 -6%
AFP
2785
Alpha Financial Partners
Kentucky
$228K +$15.1K +44 +7%
B
2786
Bayban
Minnesota
$228K – – –
IIWM
2787
Investment Insight Wealth Management
New York
$228K +$342 +1 +0.2%
PEWA
2788
Pacific Excel Wealth Advisors
California
$228K +$215K +629 New
HFO
2789
Heritage Family Offices
Arizona
$228K +$215K +629 New
CFM
2790
Compass Financial Management
Florida
$228K +$212K +619 New
PIP
2791
Peachtree Investment Partners
Florida
$227K +$12.3K +36 +6%
MFA
2792
McClarren Financial Advisors
Pennsylvania
$227K +$1.71K +5 +0.8%
CSI
2793
Cross Staff Investments
New York
$227K – – –
SCM
2794
Saxony Capital Management
Missouri
$226K -$5.13K -15 -2%
WMWM
2795
Wilkins Miller Wealth Management
Alabama
$226K +$685 +2 +0.3%
RWI
2796
Red Wave Investments
Pennsylvania
$225K – – –
AW
2797
Avion Wealth
Texas
$225K +$7.19K +21 +3%
BRIA
2798
Balanced Rock Investment Advisors
Massachusetts
$225K -$2.4K -7 -1%
CM
2799
Cercano Management
Washington
$225K – – –
PWP
2800
Private Wealth Partners
California
$225K – – –