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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1776
Wealth Alliance
New York
$262K -$7.39K -35 -3%
MC
1777
Machina Capital
France
$262K +$275K +1,300 New
AWA
1778
Acorn Wealth Advisors
Michigan
$261K – – –
BRM
1779
Boston Research & Management
Massachusetts
$261K – – –
WP
1780
Wedgewood Partners
Missouri
$261K – – –
PA
1781
Perennial Advisors
New York
$261K +$2.11K +10 +0.8%
RPWA
1782
Regent Peak Wealth Advisors
Georgia
$260K -$1.48K -7 -0.5%
VC
1783
Vicus Capital
Pennsylvania
$260K +$264K +1,251 New
BEAM
1784
Baker Ellis Asset Management
Washington
$259K – – –
DC
1785
DeDora Capital
California
$259K – – –
SIA
1786
Schechter Investment Advisors
Michigan
$259K +$271K +1,285 New
Delta Accumulation LLC
1787
Delta Accumulation LLC
California
$258K +$270K +1,280 New
AL
1788
ADE LLC
Maryland
$257K – – –
CG
1789
CFO4Life Group
Texas
$256K +$39.7K +188 +17%
SI
1790
Saxon Interests
Texas
$256K +$250K +1,183 New
AWC
1791
Abundance Wealth Counselors
Pennsylvania
$256K +$269K +1,273 New
SAM
1792
Steinberg Asset Management
New York
$255K – – –
IFPL
1793
Investments & Financial Planning LLC
Kentucky
$255K +$246K +1,166 New
DTC
1794
Davidson Trust Company
Washington
$254K -$5.49K -26 -2%
Cohen & Steers
1795
Cohen & Steers
New York
$254K +$77.5K +367 +41%
OR
1796
Olympiad Research
Connecticut
$254K +$266K +1,261 New
SWIM
1797
Smallwood Wealth Investment Management
New Jersey
$254K +$266K +1,261 New
MHR
1798
Matthew Hamilton Rosenberg
$253K -$22.8K -108 -8%
GWM
1799
Gitterman Wealth Management
New Jersey
$253K -$13.7K -65 -5%
OPA
1800
Old Port Advisors
Maine
$253K +$22.2K +105 +10%