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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2151
IVC Wealth Advisors
Pennsylvania
$579K -$2.55K -8 -0.5%
BWP
2152
Balboa Wealth Partners
Arizona
$579K +$131K +410 +31%
OFG
2153
Oxford Financial Group
Indiana
$579K -$22.7K -71 -4%
GCP
2154
GSA Capital Partners
United Kingdom
$578K +$551K +1,728 New
CSA
2155
Cornerstone Select Advisors
Missouri
$575K +$549K +1,721 New
CWA
2156
Clarity Wealth Advisors
California
$575K -$5.75K -18 -1%
CS
2157
Crescent Sterling
Louisiana
$575K +$255K +799 +87%
EMB
2158
Elefante Mark B
$573K +$547K +1,714 New
IF
2159
Intrua Financial
Texas
$573K -$84.6K -265 -13%
BPFA
2160
Barnes Pettey Financial Advisors
Mississippi
$572K
BRIA
2161
Balanced Rock Investment Advisors
Massachusetts
$571K -$33.2K -104 -6%
OL
2162
one8zero8 LLC
North Carolina
$571K +$545K +1,707 New
HHRDM
2163
H&H Retirement Design & Management
Nevada
$569K -$62.9K -197 -10%
NCFG
2164
New Century Financial Group
New Jersey
$569K -$105K -328 -16%
IA
2165
IFG Advisors
Missouri
$568K +$95.7K +300 +21%
BSHC
2166
Breed's Hill Capital
Massachusetts
$566K +$208K +652 +63%
GEM
2167
Global Endowment Management
North Carolina
$565K -$264K -827 -33%
TWP
2168
Triad Wealth Partners
Kansas
$565K +$539K +1,689 New
PPP
2169
Private Portfolio Partners
New Jersey
$564K +$22K +69 +4%
SYBT
2170
Stock Yards Bank & Trust
Kentucky
$562K -$301K -944 -36%
SW
2171
SlateStone Wealth
Florida
$560K +$7.34K +23 +1%
LEA
2172
Legacy Edge Advisors
New York
$559K +$3.83K +12 +0.7%
SFO
2173
Stokes Family Office
Louisiana
$555K -$24.3K -76 -4%
RTC
2174
Real Talk Capital
Tennessee
$554K +$529K +1,657 New
CCA
2175
Corps Capital Advisors
Texas
$553K +$528K +1,654 New