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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
951
Savvy Advisors Inc
New York
$241K +$245K +675 New
CIA
952
Concurrent Investment Advisors
Florida
$240K +$8.7K +24 +4%
ADL
953
Asset Dedication LLC
California
$240K
KWM
954
Kingsview Wealth Management
Oregon
$237K +$2.17K +6 +0.9%
VF
955
Vest Financial
Virginia
$236K +$33.3K +92 +16%
HFS
956
Hopwood Financial Services
Virginia
$235K
ACM
957
Avalon Capital Management
California
$235K +$239K +660 New
DWA
958
Dougherty Wealth Advisers
Minnesota
$235K
MPM
959
MBB Public Markets
Illinois
$235K -$55.1K -152 -19%
AA
960
Armis Advisers
Georgia
$234K +$362 +1 +0.2%
RFG
961
REAP Financial Group
Texas
$234K +$362 +1 +0.2%
CFFP
962
Center for Financial Planning
Michigan
$233K
UPS
963
UHLMANN PRICE SECURITIES
Illinois
$232K
GCM
964
Goldstream Capital Management
Hong Kong
$232K
HNB
965
Hilltop National Bank
Wyoming
$232K +$235K +649 New
MAA
966
Matrix Asset Advisors
New York
$231K
SIM
967
Sentry Investment Management
Wisconsin
$231K
AIP
968
ARS Investment Partners
New York
$230K +$234K +645 New
SCM
969
Stevens Capital Management
Pennsylvania
$230K +$234K +645 New
CFGW
970
Chancellor Financial Group WB
Pennsylvania
$229K
BIAS
971
Beacon Investment Advisory Services
New Jersey
$228K +$232K +639 New
MSE
972
MUFG Securities EMEA
United Kingdom
$227K +$231K +637 New
Federated Hermes
973
Federated Hermes
Pennsylvania
$227K -$117K -324 -34%
SI
974
Seeds Investor
New York
$225K -$66.3K -183 -23%
SW
975
SVB Wealth
Massachusetts
$224K -$319K -880 -58%