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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2626
Cortland Associates
Missouri
$526K
NLP
2627
Next Level Private
New York
$526K +$97.1K +1,241 +22%
KCFA
2628
Key Client Fiduciary Advisors
New Jersey
$525K -$1.8K -23 -0.3%
NIA
2629
NIA Impact Advisors
California
$525K -$247K -3,157 -32%
CWA
2630
Canvas Wealth Advisors
Kansas
$524K -$24.1K -308 -4%
FWP
2631
Firethorn Wealth Partners
Georgia
$524K +$2.58K +33 +0.5%
AFA
2632
American Financial Advisors
Georgia
$524K +$1.72K +22 +0.3%
BI
2633
Bolthouse Investments
California
$523K
ITIM
2634
Indiana Trust & Investment Management
Indiana
$523K +$37.2K +475 +8%
CCWM
2635
Correct Capital Wealth Management
Missouri
$522K +$176K +2,245 +50%
TDB
2636
Thompson David Blair
$521K +$229K +2,923 +77%
BFA
2637
Beacon Financial Advisory
Ohio
$521K +$27.6K +352 +6%
TDC
2638
Thompson Davis & Co
Virginia
$521K -$9.79K -125 -2%
PAW
2639
Plan A Wealth
Nebraska
$520K +$34.6K +442 +7%
GRWP
2640
Green Ridge Wealth Planning
New Jersey
$520K +$3.68K +47 +0.7%
BC
2641
Barrett & Company
Rhode Island
$518K -$14.2K -182 -3%
SWM
2642
Sterling Wealth Management
Illinois
$518K -$368K -4,700 -41%
WSCM
2643
Wellington Shields Capital Management
New York
$518K +$137K +1,750 +36%
GW
2644
Griffith & Werner
Georgia
$518K +$78 +1 +0%
WLIM
2645
White Lighthouse Investment Management
Massachusetts
$518K +$5.32K +68 +1%
MIP
2646
Marietta Investment Partners
Wisconsin
$517K
SA
2647
Strategic Advisors
New York
$517K +$313 +4 +0.1%
SFP
2648
Sandbox Financial Partners
Maryland
$516K +$6.5K +83 +1%
AAM
2649
Augustine Asset Management
Florida
$515K -$48.8K -624 -9%
WWMSC
2650
Wagner Wealth Management (South Carolina)
South Carolina
$515K -$1.88K -24 -0.4%