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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1326
IAG Wealth Partners
Wisconsin
$750K -$3.78K -17 -0.5%
ACA
1327
Anchor Capital Advisors
Massachusetts
$750K -$17.8K -80 -2%
EIP
1328
Ellis Investment Partners
Pennsylvania
$747K -$7.34K -33 -0.9%
SAM
1329
S.A. Mason
Michigan
$746K -$228K -1,025 -23%
I2I
1330
Insight 2811 Inc
Illinois
$746K +$25.8K +116 +3%
SI
1331
Seeds Investor
New York
$744K +$554K +2,489 +263%
WC
1332
Weil Company
California
$742K – – –
CL
1333
CLG LLC
California
$742K +$2.23K +10 +0.3%
WC
1334
Wynn Capital
Georgia
$741K – – –
SP
1335
Stonebrook Private
Michigan
$740K +$41.6K +187 +6%
WIM
1336
WealthPlan Investment Management
Nebraska
$738K +$35.4K +159 +5%
RWM
1337
Riverbend Wealth Management
South Carolina
$737K +$194K +871 +34%
FWP
1338
Falcon Wealth Planning
California
$733K +$163K +734 +28%
PHIC
1339
Pine Haven Investment Counsel
Massachusetts
$732K – – –
DTC
1340
Davidson Trust Company
Washington
$728K +$5.12K +23 +0.7%
CWA
1341
Consilium Wealth Advisory
Texas
$727K -$6.23K -28 -0.8%
MC
1342
Miramontes Capital
California
$727K -$42.3K -190 -5%
PCG
1343
Prosperity Consulting Group
Maryland
$726K +$118K +529 +19%
CBTWT
1344
Community Bank & Trust (Waco, Texas)
Texas
$717K – – –
TCBWMS
1345
Texas Capital Bank Wealth Management Services
Texas
$717K +$149K +668 +25%
LA
1346
LexAurum Advisors
Kansas
$716K +$5.56K +25 +0.8%
MHWM
1347
Montz Harcus Wealth Management
Louisiana
$714K -$22.7K -102 -3%
BCG
1348
Breakwater Capital Group
New Jersey
$713K -$63.4K -285 -8%
PA
1349
PFG Advisors
Arizona
$712K -$93.4K -420 -11%
DE
1350
Defiance ETFs
New York
$711K +$161K +724 +29%