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Name Holding Trade Value Shares
Change
Change in
Stake
PIP
951
Peachtree Investment Partners
Florida
$490K -$8.97K -42 -2%
CIA
952
Choate Investment Advisors
Massachusetts
$483K +$502K +2,352 New
ACM
953
Andina Capital Management
Utah
$482K +$28.4K +133 +6%
DA
954
Detalus Advisors
Missouri
$480K +$7.69K +36 +2%
TW
955
TritonPoint Wealth
Maryland
$480K +$641 +3 +0.1%
FFA
956
Founders Financial Alliance
North Carolina
$480K +$854 +4 +0.2%
PP
957
PDS Planning
Ohio
$477K -$38.9K -182 -7%
CI
958
Conning Inc
Connecticut
$473K – – –
GWSG
959
GPS Wealth Strategies Group
Colorado
$473K +$14.1K +66 +3%
GIA
960
Gladstone Institutional Advisory
Florida
$467K -$50.6K -237 -9%
PF
961
Phoenix Financial
Israel
$467K +$116K +542 +31%
CT
962
Clearstead Trust
Maine
$467K -$16.7K -78 -3%
BA
963
Ballast Advisors
Minnesota
$466K -$7.47K -35 -2%
IC
964
Inscription Capital
Texas
$465K +$10.3K +48 +2%
TCWA
965
Turtle Creek Wealth Advisors
Texas
$463K +$151K +705 +45%
CGL
966
Clarius Group LLC
Washington
$462K -$192K -899 -29%
OHWP
967
Oak Harbor Wealth Partners
North Carolina
$461K – – –
NAMP
968
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$460K – – –
AFT
969
Alpha Family Trust
California
$456K – – –
Fayez Sarofim & Co
970
Fayez Sarofim & Co
Texas
$455K -$15.4K -72 -3%
RFA
971
Resurgent Financial Advisors
Georgia
$455K – – –
DOA
972
D'Orazio & Associates
Virginia
$451K -$55.7K -261 -11%
SIMG
973
Sonora Investment Management Group
Arizona
$448K – – –
SAI
974
Savvy Advisors Inc
New York
$448K +$8.33K +39 +2%
WF
975
Wayfinding Financial
Washington
$448K -$214 -1 -0%