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Name Holding Trade Value Shares
Change
Change in
Stake
GBFG
1376
Gerald Baker Financial Group
Texas
$632K +$723K +3,175 New
BOSSRA
1377
B.O.S.S. Retirement Advisors
Utah
$632K +$10K +44 +1%
CA
1378
Claris Advisors
Missouri
$632K – – –
BHC
1379
Bull Harbor Capital
Maryland
$630K +$721K +3,164 New
JWM
1380
Jessup Wealth Management
Ohio
$625K +$76.1K +334 +12%
GFG
1381
Greystone Financial Group
Michigan
$624K -$1.38M -6,050 -66%
GEA
1382
Glen Eagle Advisors
New Jersey
$624K +$135K +594 +23%
TF
1383
Trek Financial
Arizona
$619K +$40.1K +176 +6%
R.M. Davis Inc
1384
R.M. Davis Inc
Maine
$615K -$11.4K -50 -2%
RA
1385
Rise Advisors
New York
$615K +$228 +1 +0%
IVP
1386
Intrinsic Value Partners
Arizona
$614K – – –
Harvest Fund Management
1387
Harvest Fund Management
China
$613K +$648K +2,845 +1,200%
AWS
1388
Aspen Wealth Strategies
Colorado
$613K +$10.5K +46 +2%
NERM
1389
New England Research & Management
Illinois
$609K +$696K +3,058 New
CVA
1390
Central Valley Advisors
California
$601K +$199K +874 +41%
ACM
1391
Allred Capital Management
Texas
$600K +$455 +2 +0.1%
EB
1392
Exchange Bank
California
$599K – – –
Forum Financial Management
1393
Forum Financial Management
Illinois
$596K -$836K -3,671 -55%
AlTi Global
1394
AlTi Global
New York
$595K +$352K +1,544 +107%
Facet Wealth Inc
1395
Facet Wealth Inc
Maryland
$593K +$120K +528 +22%
HAG
1396
HF Advisory Group
Maryland
$591K +$15.7K +69 +2%
OL
1397
one8zero8 LLC
North Carolina
$591K -$114K -500 -14%
PWA
1398
Pitcairn Wealth Advisors
Pennsylvania
$589K – – –
Stock Yards Bank & Trust
1399
Stock Yards Bank & Trust
Kentucky
$589K +$174K +766 +35%
ALC
1400
Alexander Labrunerie & Co
Missouri
$587K +$2.28K +10 +0.3%