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Name Holding Trade Value Shares
Change
Change in
Stake
SWASL
1226
Spartan Wealth Advisory Services LLC
Michigan
$824K +$943K +4,141 New
EA
1227
Everpar Advisors
Oklahoma
$820K +$74.5K +327 +9%
CFS
1228
CRA Financial Services
New Jersey
$819K +$153K +674 +20%
RCA
1229
Resonant Capital Advisors
Wisconsin
$816K +$91.8K +403 +11%
SCM
1230
Stonebridge Capital Management
California
$816K +$934K +4,100 New
SGI
1231
Summit Global Investments
Utah
$814K -$3.42K -15 -0.4%
JWA
1232
JFS Wealth Advisors
Pennsylvania
$812K -$108K -474 -10%
CIA
1233
Cladis Investment Advisory
Montana
$811K +$9.11K +40 +1%
CD
1234
Chapin Davis
Maryland
$810K +$144K +632 +18%
SWM
1235
Silverlake Wealth Management
Vermont
$808K +$15.9K +70 +2%
PWP
1236
Private Wealth Partners
California
$807K +$14.8K +65 +2%
FFP
1237
FourThought Financial Partners
Florida
$806K -$95.4K -419 -9%
NWWA
1238
New Wave Wealth Advisors
Arkansas
$806K +$279K +1,226 +43%
PMG
1239
Private Management Group
California
$805K +$13.7K +60 +2%
WG
1240
Welch Group
Alabama
$803K -$2.5K -11 -0.3%
OFS
1241
OneAscent Financial Services
Alabama
$803K +$290K +1,272 +46%
SOS
1242
Silver Oak Securities
Tennessee
$802K +$204K +897 +29%
EM
1243
ELCO Management
New York
$801K -$360K -1,579 -28%
ETC
1244
Exchange Traded Concepts
Oklahoma
$801K +$256K +1,125 +39%
RIM
1245
RW Investment Management
Idaho
$800K +$916K +4,021 New
Federated Hermes
1246
Federated Hermes
Pennsylvania
$798K -$21.9K -96 -2%
NWAG
1247
Net Worth Advisory Group
Utah
$796K -$26.2K -115 -3%
4A
1248
4Wealth Advisors
Illinois
$796K -$136K -598 -12%
BCM
1249
Boltwood Capital Management
California
$795K +$36K +158 +4%
FCM
1250
Fairbanks Capital Management
California
$794K -$3.42K -15 -0.4%