Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2351
Capital Planning Advisors
California
$568K -$6.64K -108 -1%
IA
2352
Intellus Advisors
Florida
$567K -$9.59K -156 -2%
BW
2353
BIP Wealth
Georgia
$567K -$83.1K -1,353 -14%
WAM
2354
Walker Asset Management
Missouri
$567K +$1.84K +30 +0.4%
FA
2355
FDx Advisors
Illinois
$565K -$7.62K -124 -2%
GAM
2356
Gould Asset Management
California
$565K -$58K -943 -10%
SFA
2357
Souders Financial Advisors
Ohio
$565K +$35.8K +582 +8%
CWA
2358
Canvas Wealth Advisors
Kansas
$565K -$492 -8 -0.1%
GGS
2359
Galvin Gaustad & Stein
Arizona
$563K -$74.2K -1,207 -13%
SPWG
2360
Syntegra Private Wealth Group
Missouri
$561K -$22.1K -360 -4%
JCM
2361
Jacobsen Capital Management
Utah
$561K +$116K +1,880 +30%
NSB
2362
Norway Savings Bank
Maine
$560K -$5.22K -85 -1%
LAM
2363
LOM Asset Management
$560K +$496K +8,073 New
ECA
2364
Elevated Capital Advisors
Utah
$559K – – –
WHCI
2365
W.H. Cornerstone Investments
Massachusetts
$558K -$5.78K -94 -1%
CWA
2366
Centennial Wealth Advisory
Michigan
$557K +$33.6K +547 +7%
RB
2367
Renasant Bank
Mississippi
$556K -$19.6K -319 -4%
EW
2368
Elyxium Wealth
California
$555K +$35.3K +575 +8%
BWM
2369
BankPlus Wealth Management
Mississippi
$553K +$17.6K +287 +4%
SA
2370
Strategic Advocates
Utah
$552K +$64.3K +1,047 +15%
SWM
2371
Segment Wealth Management
Texas
$552K +$11.5K +187 +2%
SEIA
2372
Signature Estate & Investment Advisors
California
$552K -$12.2K -198 -2%
BWA
2373
Blodgett Wealth Advisors
California
$548K +$123 +2 +0%
KWM
2374
Keebeck Wealth Management
Illinois
$548K +$46.5K +757 +11%
CWP
2375
CFM Wealth Partners
Texas
$547K – – –