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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1851
Pines Wealth Management
North Carolina
$1.35M +$7.2K +92 +0.5%
GPFA
1852
Game Plan Financial Advisors
Ohio
$1.35M +$1.2M +15,351 +771%
PIA
1853
Pinion Investment Advisors
Kansas
$1.34M -$175K -2,231 -11%
EFSCE
1854
Enterprise Financial Services Corp (EFSC)
Missouri
$1.34M +$321K +4,099 +31%
IWA
1855
IVC Wealth Advisors
Pennsylvania
$1.34M +$2.43K +31 +0.2%
Facet Wealth Inc
1856
Facet Wealth Inc
Maryland
$1.33M +$417K +5,322 +45%
SW
1857
SkyOak Wealth
Michigan
$1.33M – – –
ABLA
1858
Alan B. Lancz & Associates
Ohio
$1.33M -$313K -4,000 -19%
LWM
1859
LeConte Wealth Management
Tennessee
$1.33M +$98.2K +1,254 +8%
BL
1860
BFSG LLC
California
$1.33M +$7.04K +90 +0.5%
UAS
1861
United Asset Strategies
New York
$1.33M +$18.6K +237 +1%
KIM
1862
Kurv Investment Management
California
$1.32M -$870K -11,114 -39%
SRC
1863
Sage Rhino Capital
California
$1.32M -$8.38K -107 -0.6%
RMCM
1864
Reynders McVeigh Capital Management
Massachusetts
$1.32M +$100K +1,275 +8%
LHC
1865
Little House Capital
Massachusetts
$1.32M -$3.52K -45 -0.3%
CP
1866
Canopy Partners
Ohio
$1.32M +$3.44K +44 +0.3%
BFIM
1867
Beese Fulmer Investment Management
Ohio
$1.31M +$19.9K +254 +2%
TTIC
1868
Tower Trust & Investment Company
Iowa
$1.31M -$4.7K -60 -0.4%
AA
1869
Addison Advisors
Vermont
$1.31M -$5.71K -73 -0.4%
ZIG
1870
Zullo Investment Group
Pennsylvania
$1.31M -$16.8K -214 -1%
CWA
1871
CM Wealth Advisors
Ohio
$1.31M +$73.3K +937 +6%
SFM
1872
Signet Financial Management
New Jersey
$1.3M -$20.4K -261 -2%
TC
1873
TwinBeech Capital
New York
$1.3M +$1.32M +16,805 New
EGA
1874
E&G Advisors
Texas
$1.3M +$8.92K +114 +0.7%
SP
1875
SmartHarvest Portfolios
Washington
$1.3M -$131K -1,676 -9%