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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1901
Gradient Capital Advisors
California
$286K +$1.43K +6 +0.5%
JBA
1902
Johnson Bixby & Associates
Washington
$285K
KA
1903
Klingman & Associates
New York
$285K +$3.58K +15 +1%
AI
1904
Accredited Investors
Minnesota
$284K -$39.6K -166 -13%
FFG
1905
Frisch Financial Group
New York
$284K -$3.1K -13 -1%
SFI
1906
SPC Financial Inc
Maryland
$284K +$6.68K +28 +3%
WA
1907
Waverly Advisors
Alabama
$284K +$269K +1,129 New
SKK
1908
Shepherd Kaplan Krochuk
Massachusetts
$283K -$47.7K -200 -15%
PWM
1909
PRW Wealth Management
Massachusetts
$283K -$23.9K -100 -8%
LCM
1910
LCM Capital Management
Illinois
$283K -$9.54K -40 -3%
LF
1911
LifeSteps Financial
California
$282K +$4.77K +20 +2%
FI
1912
Fosun International
China
$281K -$109K -455 -29%
TPA
1913
Trivium Point Advisory
Connecticut
$281K -$6.68K -28 -2%
LB
1914
Leo Brokerage
Texas
$281K +$3.58K +15 +1%
SSW
1915
Smith Shellnut Wilson
Mississippi
$277K -$24.1K -101 -8%
JFA
1916
JNBA Financial Advisors
Minnesota
$277K +$11.9K +50 +5%
LI
1917
LVZ Inc
Michigan
$277K +$13.1K +55 +5%
FIB
1918
First Interstate Bancsystem
Montana
$277K +$265K +1,112 New
PPW
1919
Parcion Private Wealth
Washington
$276K
PPG
1920
Peak Planning Group
Colorado
$275K +$25.3K +106 +11%
TA
1921
TruWealth Advisors
Louisiana
$274K -$38.4K -161 -13%
SCM
1922
Salem Capital Management
Massachusetts
$274K
RE
1923
RBC Europe
United Kingdom
$273K -$27.4K -115 -9%
MFW
1924
Meristem Family Wealth
Minnesota
$273K +$21.5K +90 +9%
FPIS
1925
Financial Planning & Information Services
Wisconsin
$272K +$10.7K +45 +4%