Name Holding Trade Value Shares
Change
Change in
Stake
GHA
2076
Granite Harbor Advisors
Texas
$672K +$1.6K +32 +0.2%
RWA
2077
Redhawk Wealth Advisors
Minnesota
$672K -$17.6K -352 -3%
TL
2078
Tradewinds LLC
North Carolina
$672K +$671K +13,457 New
EWA
2079
EverSource Wealth Advisors
Alabama
$670K +$9.53K +191 +1%
WCM
2080
Whitener Capital Management
North Carolina
$670K +$1.55K +31 +0.2%
RSA
2081
River Street Advisors
Illinois
$670K +$24.6K +493 +4%
GWSG
2082
GPS Wealth Strategies Group
Colorado
$667K -$3.34K -67 -0.5%
AFG
2083
Atomi Financial Group
New York
$664K +$287K +5,758 +76%
HIM
2084
Hillsdale Investment Management
Ontario, Canada
$664K -$131K -2,620 -16%
RA
2085
Rational Advisors
New York
$662K -$96.8K -1,940 -13%
SHGA
2086
Sand Hill Global Advisors
California
$661K -$38.3K -768 -5%
CPW
2087
Cove Private Wealth
New York
$659K – – –
HCMG
2088
Howard Capital Management Group
California
$656K +$10.8K +216 +2%
KWM
2089
Kolinsky Wealth Management
New Jersey
$656K -$4.24K -85 -0.6%
BOPW
2090
Brandywine Oak Private Wealth
Pennsylvania
$656K -$14.8K -296 -2%
AWM
2091
Accel Wealth Management
Iowa
$655K -$200 -4 -0%
AIA
2092
Angeles Investment Advisors
California
$655K +$52.4K +1,050 +9%
TBWA
2093
Three Bridge Wealth Advisors
California
$655K -$36.3K -728 -5%
GITFIT
2094
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$654K +$20K +400 +3%
FBT
2095
First Bank & Trust
South Dakota
$652K -$343K -6,867 -34%
CPA
2096
Capital Planning Advisors
California
$652K -$42.9K -860 -6%
BWA
2097
BlueChip Wealth Advisors
Georgia
$651K +$50 +1 +0%
YLHM
2098
Yelin Lapidot Holdings Management
Israel
$650K – – –
FNC
2099
First National Corp
Massachusetts
$650K – – –
RBFC
2100
Roman Butler Fullerton & Co
Missouri
$646K +$22.3K +446 +3%