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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
2251
Blueprint Investment Partners
North Carolina
$860K +$188K +1,178 +27%
GWM
2252
Gray Wealth Management
Maine
$860K +$6.22K +39 +0.7%
D
2253
Diversified
Delaware
$859K +$195K +1,221 +29%
CVA
2254
Central Valley Advisors
California
$856K -$49K -307 -4%
NCM
2255
NCM Capital Management
New Jersey
$856K -$7.97K -50 -0.9%
Balentine LLC
2256
Balentine LLC
Georgia
$854K -$2.85M -17,851 -77%
BCA
2257
Bray Capital Advisors
Florida
$854K +$797 +5 +0.1%
BHWM
2258
Beaird Harris Wealth Management
Texas
$853K +$184K +1,154 +27%
FSWA
2259
Financial Synergies Wealth Advisors
Texas
$853K +$38.9K +244 +5%
AIIMS
2260
Analyst IMS Investment Management Services
Israel
$851K +$156K +977 +22%
HEIP
2261
Hudson Edge Investment Partners
New Jersey
$850K – – –
BWM
2262
Bullock Wealth Management
Indiana
$849K -$25.2K -158 -3%
PP
2263
PrairieView Partners
Minnesota
$848K +$637K +3,993 +279%
LWA
2264
Lantern Wealth Advisors
New York
$848K -$79.7K -500 -8%
PPWM
2265
Paragon Private Wealth Management
Kentucky
$847K -$29.7K -186 -3%
IGGA
2266
Iron Gate Global Advisors
Utah
$847K -$53.4K -335 -6%
AIM
2267
Alhambra Investment Management
Florida
$846K -$60.6K -380 -7%
CPW
2268
Crestmont Private Wealth
Texas
$845K +$171K +1,071 +25%
Hardman Johnston Global Advisors
2269
Hardman Johnston Global Advisors
Connecticut
$845K – – –
WAM
2270
WFA Asset Management
Wisconsin
$842K +$8.77K +55 +1%
TWD
2271
True Wealth Design
Ohio
$842K +$4.46K +28 +0.5%
PA
2272
Perennial Advisors
New York
$841K +$39.4K +247 +5%
EBWM
2273
Eagle Bluffs Wealth Management
Missouri
$839K +$15.8K +99 +2%
ICM
2274
Islay Capital Management
Texas
$839K +$34.4K +216 +4%
AAG
2275
Armstrong Advisory Group
Massachusetts
$838K +$109K +685 +15%