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Name Holding Trade Value Shares
Change
Change in
Stake
GHA
2751
Granite Harbor Advisors
Texas
$477K +$83.6K +593 +22%
HA
2752
Helium Advisors
Washington
$476K -$8.04K -57 -2%
AI
2753
AdvisorShares Investments
Maryland
$475K +$101K +718 +28%
PWM
2754
Paulson Wealth Management
Illinois
$475K +$21.9K +155 +5%
IWA
2755
Integrity Wealth Advisors
California
$474K +$15.5K +110 +3%
KCFA
2756
Key Client Fiduciary Advisors
New Jersey
$473K +$27.8K +197 +6%
OFC
2757
Oakland Financial Corp
$473K – – –
PWM
2758
Palumbo Wealth Management
New York
$472K -$49.3K -350 -10%
CFA
2759
Cahill Financial Advisors
Minnesota
$472K +$68.4K +485 +17%
PPH
2760
Pure Portfolios Holdings
Oregon
$471K -$81.9K -581 -15%
IPWA
2761
International Private Wealth Advisors
California
$469K +$198K +1,406 +75%
PG
2762
Prostatis Group
Maryland
$469K -$54.6K -387 -11%
SC
2763
Schubert & Co
Texas
$469K +$48.1K +341 +12%
B
2764
Birchbrook
Maine
$467K +$28.3K +201 +7%
RIG
2765
Renaissance Investment Group
Massachusetts
$466K – – –
BBNB
2766
Baker Boyer National Bank
Washington
$466K +$118K +840 +35%
OL
2767
Owen LaRue
Kentucky
$465K -$188K -1,335 -29%
RPA
2768
Rock Point Advisors
Vermont
$465K – – –
CIC
2769
Chase Investment Counsel
Virginia
$464K – – –
AWA
2770
Amplius Wealth Advisors
Pennsylvania
$463K -$21K -149 -4%
PS
2771
Planned Solutions
California
$461K -$32.8K -233 -7%
AHL
2772
Abel Hall LLC
Louisiana
$461K -$129K -916 -22%
FCA
2773
Fortis Capital Advisors
Kansas
$461K -$26.2K -186 -5%
TFA
2774
Teamwork Financial Advisors
Texas
$460K +$31K +220 +7%
SMG
2775
Smart Money Group
Texas
$459K +$1.83K +13 +0.4%