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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1876
Accredited Investors
Minnesota
$293K +$2.74K +13 +1%
KCA
1877
Karn Couzens & Associates
Connecticut
$293K +$275K +1,304 New
RHBC
1878
R.H. Bluestein & Co
Michigan
$292K
TF
1879
Trek Financial
Arizona
$291K -$50.4K -239 -16%
GLA
1880
Good Life Advisors
Pennsylvania
$291K -$6.33K -30 -2%
VR
1881
Viridian RIA
Washington
$291K
BIP
1882
Blueprint Investment Partners
North Carolina
$290K +$272K +1,291 New
SRC
1883
Stone Run Capital
New York
$290K -$12.9K -61 -5%
CAC
1884
Certified Advisory Corp
Florida
$290K
HCM
1885
Hutchinson Capital Management
California
$290K +$2.11K +10 +0.8%
FFG
1886
Frisch Financial Group
New York
$289K +$2.11K +10 +0.8%
GB
1887
Goepper Burkhardt
South Carolina
$288K +$2.74K +13 +1%
KP
1888
Keel Point
Alabama
$288K +$7.39K +35 +3%
KCM
1889
Kanawha Capital Management
Virginia
$287K -$10.6K -50 -4%
CWMGP
1890
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$286K +$268K +1,271 New
KCM
1891
Kathmere Capital Management
Pennsylvania
$284K -$121K -572 -31%
WC
1892
Weil Company
California
$284K +$266K +1,262 New
RPCONE
1893
Retirement Planning Company of New England
Rhode Island
$284K +$267K +1,264 New
DIA
1894
Dana Investment Advisors
Wisconsin
$283K +$2.11K +10 +0.8%
PL
1895
Pluribus Labs
California
$283K +$266K +1,260 New
FNT
1896
First Nebraska Trust
Nebraska
$282K
HCA
1897
Harbour Capital Advisors
Virginia
$282K -$10.6K -50 -4%
WCM
1898
WealthBridge Capital Management
Ohio
$281K -$18.2K -86 -6%
SAS
1899
Sanford Advisory Services
Michigan
$281K -$2.53K -12 -1%
STA
1900
Summit Trail Advisors
New York
$280K -$101K -477 -28%