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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
2926
Investment Advisory Group
Massachusetts
$273K +$14.4K +90 +5%
CSPAM
2927
Cary Street Partners Asset Management
Virginia
$273K – – –
FIC
2928
Family Investment Center
Missouri
$272K +$16.2K +101 +6%
RA
2929
Riverstone Advisors
Texas
$272K +$277K +1,729 New
FCA
2930
Fortis Capital Advisors
Kansas
$271K -$57.1K -356 -17%
FWM
2931
Focused Wealth Management
New York
$271K +$8.34K +52 +3%
HWMT
2932
Heritage Wealth Management (Texas)
Texas
$270K +$276K +1,719 New
IPW
2933
Impact Partnership Wealth
Georgia
$270K +$275K +1,717 New
LRIA
2934
Leonard Rickey Investment Advisors
Washington
$270K +$275K +1,714 New
TC
2935
Truvestments Capital
Florida
$269K +$158K +985 +136%
SWRP
2936
Summit Wealth & Retirement Planning
California
$269K -$35.9K -224 -12%
PM
2937
Penbrook Management
New York
$267K – – –
RLWM
2938
RF&L Wealth Management
Massachusetts
$267K – – –
BCIM
2939
Bishop & Co Investment Management
Pennsylvania
$267K – – –
SIA
2940
Strategic Investment Advisors
Michigan
$266K -$6.41K -40 -2%
SRG
2941
SBB Research Group
Illinois
$266K +$2.56K +16 +1%
CCM
2942
Check Capital Management
California
$265K – – –
KWS
2943
Keystone Wealth Services
California
$265K +$1.12K +7 +0.4%
WCFA
2944
Walkner Condon Financial Advisors
Wisconsin
$265K -$9.3K -58 -3%
RCG
2945
Resource Consulting Group
Florida
$265K +$270K +1,684 New
BFO
2946
Biltmore Family Office
North Carolina
$264K -$50.3K -314 -16%
CWA
2947
Capital Wealth Alliance
Arizona
$264K +$962 +6 +0.4%
ICA
2948
Infrastructure Capital Advisors
New York
$263K +$12.8K +80 +5%
CM
2949
Columbus Macro
Pennsylvania
$263K -$158K -987 -37%
AIIMS
2950
Analyst IMS Investment Management Services
Israel
$262K +$269K +1,676 New