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Name Holding Trade Value Shares
Change
Change in
Stake
Edgestream Partners
4751
Edgestream Partners
New Jersey
$1.31M -$4M -15,955 -74%
LWM Advisory Services
4752
LWM Advisory Services
Florida
$1.31M -$2.31M -9,195 -63%
Massar Capital Management
4753
Massar Capital Management
Connecticut
$1.31M -$10.3M -41,218 -88%
Talisman Wealth Advisors
4754
Talisman Wealth Advisors
New Jersey
$1.31M +$216K +862 +19%
Planning Directions
4755
Planning Directions
Pennsylvania
$1.31M -$264K -1,051 -16%
Artesa Financial Group
4756
Artesa Financial Group
Texas
$1.31M -$20.1K -80 -1%
Pine Harbor Wealth Management
4757
Pine Harbor Wealth Management
Maryland
$1.3M – – –
Investors Asset Management of Georgia
4758
Investors Asset Management of Georgia
Georgia
$1.3M -$54.7K -218 -4%
KLCM
4759
KG&L Capital Management
Louisiana
$1.3M -$126K -501 -8%
Adapt Wealth Advisors
4760
Adapt Wealth Advisors
Georgia
$1.3M -$291K -1,158 -18%
WealthCare Investment Partners
4761
WealthCare Investment Partners
Rhode Island
$1.3M +$173K +691 +15%
Essential Partners
4762
Essential Partners
California
$1.3M -$502K -1,998 -27%
Grant Street Asset Management
4763
Grant Street Asset Management
Pennsylvania
$1.29M -$126K -502 -8%
Cantor Fitzgerald Investment Advisors
4764
Cantor Fitzgerald Investment Advisors
New York
$1.29M -$6.53K -26 -0.5%
Optivise Advisory Services
4765
Optivise Advisory Services
Tennessee
$1.29M +$34.1K +136 +3%
Burk Holdings
4766
Burk Holdings
Oklahoma
$1.29M +$76.6K +305 +6%
Gould Asset Management
4767
Gould Asset Management
California
$1.28M -$134K -534 -9%
Wilson & Boucher Capital Management
4768
Wilson & Boucher Capital Management
California
$1.28M -$23.8K -95 -2%
Cynosure Group
4769
Cynosure Group
Utah
$1.27M -$1.2M -4,799 -47%
Themes Management Co
4770
Themes Management Co
Connecticut
$1.27M -$102K -406 -7%
Independence Wealth Advisors (Ohio)
4771
Independence Wealth Advisors (Ohio)
Ohio
$1.27M -$20.3K -81 -1%
CAM
4772
CPA Asset Management
Florida
$1.27M +$50.2K +200 +4%
Seldon Capital
4773
Seldon Capital
California
$1.27M – – –
St Louis Trust
4774
St Louis Trust
Missouri
$1.27M – – –
Legacy Financial Independent Advisors
4775
Legacy Financial Independent Advisors
Kentucky
$1.27M -$2.09M -8,328 -61%