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Name Holding Trade Value Shares
Change
Change in
Stake
DE
1201
Defiance ETFs
New York
$285K +$40.7K +144 +16%
SWP
1202
Strategic Wealth Partners
Ohio
$284K -$8.76K -31 -3%
FWM
1203
Focused Wealth Management
New York
$283K +$9.32K +33 +3%
EWM
1204
Elmwood Wealth Management
California
$282K +$8.19K +29 +3%
DA
1205
Detalus Advisors
Missouri
$282K +$7.06K +25 +3%
OWM
1206
OneAscent Wealth Management
Alabama
$282K -$4.8K -17 -2%
CAL
1207
Capital Analysts LLC
Pennsylvania
$280K +$61.6K +218 +27%
PIA
1208
Perennial Investment Advisors
California
$279K +$7.91K +28 +3%
Vanguard National Trust
1209
Vanguard National Trust
Pennsylvania
$279K -$17K -60 -6%
SL
1210
Sentinus LLC
Illinois
$278K +$6.78K +24 +2%
RCG
1211
Regatta Capital Group
California
$277K
FNWM
1212
Financial Network Wealth Management
Utah
$277K
PWW
1213
Pettyjohn Wood & White
Virginia
$277K
BFA
1214
Beaumont Financial Advisors
Massachusetts
$276K +$283 +1 +0.1%
GWMR
1215
GC Wealth Management RIA
Massachusetts
$276K -$49.4K -175 -15%
WAM
1216
Weatherly Asset Management
California
$275K -$3.96K -14 -1%
ST
1217
Spinnaker Trust
Maine
$275K +$7.34K +26 +3%
FA
1218
Fiduciary Alliance
South Carolina
$275K -$45.2K -160 -14%
HFA
1219
Highland Financial Advisors
New Jersey
$274K -$1.41K -5 -0.5%
MA
1220
MONECO Advisors
Connecticut
$274K +$281K +993 New
CPA
1221
Capital Performance Advisors
California
$272K -$236K -834 -46%
HAIM
1222
Hunter Associates Investment Management
Pennsylvania
$272K -$4.52K -16 -2%
TIM
1223
Tevis Investment Management
Texas
$272K -$13.6K -48 -5%
OR
1224
Olympiad Research
Connecticut
$271K -$5.08K -18 -2%
WFAG
1225
Wescott Financial Advisory Group
Pennsylvania
$270K -$565 -2 -0.2%