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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1351
Armstrong Advisory Group
Massachusetts
$243K +$13.8K +36 +7%
RIG
1352
Renaissance Investment Group
Massachusetts
$243K +$220K +575 New
WKWM
1353
Walter & Keenan Wealth Management
Indiana
$243K +$220K +575 New
BFW
1354
Brady Family Wealth
Missouri
$242K +$220K +573 New
IP
1355
Ignite Planners
California
$241K +$219K +571 New
CGFA
1356
Colton Groome Financial Advisors
North Carolina
$241K +$219K +570 New
KWM
1357
Kaydan Wealth Management
Michigan
$240K +$218K +569 New
MCM
1358
Monument Capital Management
Virginia
$240K +$218K +569 New
RPGK
1359
Retirement Planning Group (Kansas)
Kansas
$239K +$217K +566 New
BAM
1360
Blueshift Asset Management
New Jersey
$237K +$215K +562 New
ATC
1361
Adirondack Trust Company
New York
$237K -$767 -2 -0.4%
CCWM
1362
Cassaday & Co Wealth Management
Virginia
$237K +$215K +560 New
APM
1363
a16z Perennial Management
California
$234K +$212K +554 New
LAM
1364
Longboard Asset Management
Arizona
$234K +$212K +554 New
TIA
1365
Traphagen Investment Advisors
New Jersey
$232K +$211K +550 New
VAS
1366
Vestmark Advisory Solutions
Massachusetts
$232K +$211K +550 New
SAM
1367
S.A. Mason
Michigan
$232K – – –
RR
1368
Robotti Robert
$232K +$211K +550 New
IGGA
1369
Iron Gate Global Advisors
Utah
$232K +$210K +548 New
SP
1370
SWS Partners
Ohio
$230K +$209K +546 New
KFA
1371
Krane Funds Advisors
New York
$230K -$74.8K -195 -26%
BWP
1372
BSW Wealth Partners
Colorado
$230K +$209K +544 New
RMF
1373
Red Mountain Financial
Colorado
$230K +$209K +544 New
OPA
1374
Old Port Advisors
Maine
$229K +$208K +543 New
BFS
1375
BridgePort Financial Solutions
Iowa
$229K +$208K +543 New