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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
3826
Palisades Hudson Asset Management
Florida
$2.69M +$1.83K +8 +0.1%
OA
3827
Operose Advisors
Wisconsin
$2.69M +$513K +2,242 +24%
HPM
3828
Hoxton Planning & Management
West Virginia
$2.69M +$46.9K +205 +2%
FCT
3829
First Community Trust
Iowa
$2.69M -$23.3K -102 -0.9%
AT
3830
Adelphi Trust
Florida
$2.69M +$2.66M +11,641 New
GWA
3831
Geometric Wealth Advisors
District of Columbia
$2.69M -$89K -389 -3%
KFP
3832
Kerr Financial Planning
California
$2.67M +$97.5K +426 +4%
GD
3833
Grandfield & Dodd
New York
$2.67M -$10.8K -47 -0.4%
WAG
3834
Wallace Advisory Group
California
$2.67M -$1.61M -7,020 -38%
TCP
3835
TMB Capital Partners
Arkansas
$2.66M +$2.64M +11,534 New
PPC
3836
Pennington Partners & Co
Maryland
$2.66M
ACA
3837
Affinity Capital Advisors
California
$2.65M +$106K +464 +4%
MSWM
3838
McGlone Suttner Wealth Management
Wisconsin
$2.65M -$155K -676 -6%
SPAS
3839
Spectrum Planning & Advisory Services
California
$2.65M +$31.6K +138 +1%
GFL
3840
Granite FO LLC
New Hampshire
$2.64M -$270K -1,180 -9%
LFASL
3841
Lugano Financial Advisors SA (LFA)
Switzerland
$2.64M -$88.3K -386 -3%
SIS
3842
Strategic Investment Solutions
Illinois
$2.64M -$585K -2,556 -18%
CI
3843
Cordant Inc
Oregon
$2.64M +$2.51M +10,972 +2,417%
HAIM
3844
Hunter Associates Investment Management
Pennsylvania
$2.64M +$52.4K +229 +2%
RA
3845
Rise Advisors
New York
$2.63M -$60.6K -265 -2%
GHAM
3846
Gilman Hill Asset Management
Connecticut
$2.63M +$190K +830 +8%
WBG
3847
Wharton Business Group
Pennsylvania
$2.63M -$26.1K -114 -1%
CG
3848
Cynosure Group
Utah
$2.63M -$1.72M -7,517 -40%
GCP
3849
GSA Capital Partners
United Kingdom
$2.63M +$83.5K +365 +3%
GA
3850
Goldstein Advisors
Wisconsin
$2.62M +$259K +1,132 +11%