Name Holding Trade Value Shares
Change
Change in
Stake
CI
2276
Cherokee Insurance
Michigan
$562K – – –
BF
2277
Brucke Financial
Indiana
$561K +$294K +4,769 +96%
BC
2278
Belmont Capital
California
$561K +$560K +9,093 New
GAM
2279
Gould Asset Management
California
$561K +$25K +406 +5%
AA
2280
Advisory Alpha
Michigan
$560K -$3.94K -64 -0.7%
ECA
2281
Elevated Capital Advisors
Utah
$559K -$16.6K -270 -3%
PPW
2282
Pasadena Private Wealth
California
$559K +$52K +845 +10%
PTP
2283
Platform Technology Partners
New York
$556K +$12.7K +206 +2%
AI
2284
Accredited Investors
Minnesota
$556K +$739 +12 +0.1%
BWP
2285
Balboa Wealth Partners
Arizona
$555K -$17.4K -283 -3%
BSTWA
2286
Blake Schutter Theil Wealth Advisors
Ohio
$554K -$862 -14 -0.2%
WFA
2287
Wade Financial Advisory
California
$554K -$17.4K -283 -3%
PAS
2288
PKS Advisory Services
New York
$550K +$44.8K +727 +8%
APW
2289
Austin Private Wealth
Texas
$550K +$22.7K +368 +4%
LAM
2290
Lewis Asset Management
California
$550K +$57.9K +940 +12%
NPT
2291
National Philanthropic Trust
Pennsylvania
$550K – – –
VCWM
2292
Vista Cima Wealth Management
Arizona
$549K -$28.8K -467 -5%
MFS
2293
Madrona Financial Services
Washington
$549K +$2.77K +45 +0.5%
RCM
2294
RB Capital Management
Nevada
$548K -$14.9K -242 -3%
PA
2295
PharVision Advisers
Florida
$547K +$208K +3,383 +62%
SMWM
2296
Silvia McColl Wealth Management
California
$547K -$6.16K -100 -1%
PWP
2297
Precedent Wealth Partners
Texas
$546K -$1.39M -22,638 -72%
ICP
2298
Interchange Capital Partners
Pennsylvania
$545K -$13.1K -212 -2%
EWM
2299
Edge Wealth Management
New York
$543K – – –
WB
2300
West Bancorporation
Iowa
$543K – – –