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Name Holding Trade Value Shares
Change
Change in
Stake
NFA
1876
Northern Financial Advisors
Michigan
$526K -$25.9K -101 -5%
RA
1877
Riversedge Advisors
Delaware
$526K +$31.3K +122 +7%
BGA
1878
Battery Global Advisors
Massachusetts
$525K
IGGA
1879
Iron Gate Global Advisors
Utah
$524K -$1.79K -7 -0.4%
TCM
1880
Telos Capital Management
California
$523K -$58.7K -229 -11%
ECA
1881
Elevated Capital Advisors
Utah
$523K +$489K +1,909 New
JWM
1882
Jeppson Wealth Management
California
$522K +$256 +1 +0.1%
Financial Engines Advisors
1883
Financial Engines Advisors
California
$522K -$1.96M -7,646 -80%
WAG
1884
Winthrop Advisory Group
Massachusetts
$521K +$256 +1 +0.1%
SWA
1885
Sax Wealth Advisors
New Jersey
$520K +$246K +962 +103%
FA
1886
Fermata Advisors
California
$519K +$131K +511 +37%
SFG
1887
SevenBridge Financial Group
Pennsylvania
$519K +$88.1K +344 +29%
CNBTD
1888
Citizens National Bank Trust Department
Mississippi
$517K +$35.1K +137 +8%
BOPW
1889
Brandywine Oak Private Wealth
Pennsylvania
$513K
FWM
1890
FFT Wealth Management
Pennsylvania
$513K +$64K +250 +15%
PA
1891
PSI Advisors
Florida
$513K +$256 +1 +0.1%
WWP
1892
Waypoint Wealth Partners
California
$512K +$83.2K +325 +21%
FI
1893
Financial Insights
Washington
$510K -$436K -1,701 -48%
RCM
1894
Raleigh Capital Management
North Carolina
$509K +$33.3K +130 +8%
GA
1895
Geller Advisors
New York
$508K +$21.5K +84 +5%
AT
1896
Avalon Trust
New Mexico
$508K -$109K -425 -19%
ACM
1897
Arcataur Capital Management
Wisconsin
$508K -$1.28K -5 -0.3%
BWG
1898
Berry Wealth Group
Texas
$508K +$1.54K +6 +0.3%
FHC
1899
First Heartland Consultants
Missouri
$507K +$127K +496 +37%
SC
1900
Saiph Capital
New Jersey
$507K +$1.02K +4 +0.2%