Name Holding Trade Value Shares
Change
Change in
Stake
NFA
876
Northern Financial Advisors
Michigan
$284K -$8.25K -78 -2%
EGA
877
Eagle Global Advisors
Texas
$283K – – –
CWP
878
CFM Wealth Partners
Texas
$282K +$31.7K +300 +11%
BJL
879
Brighton Jones LLC
Washington
$282K +$9.2K +87 +3%
SC
880
Savant Capital
Illinois
$282K -$1.36M -12,869 -81%
AWM
881
Ariadne Wealth Management
California
$282K +$38.2K +361 +14%
VWM
882
Venturi Wealth Management
Texas
$281K -$187K -1,769 -36%
CWA
883
Clearview Wealth Advisors
Oregon
$280K +$325K +3,077 New
PWP
884
Principle Wealth Partners
Connecticut
$280K – – –
SWM
885
Spire Wealth Management
Virginia
$280K -$23K -217 -7%
MWM
886
Mission Wealth Management
California
$277K +$123K +1,167 +62%
UB
887
Umpqua Bank
Oregon
$277K +$6.88K +65 +2%
SIM
888
Sentry Investment Management
Wisconsin
$276K -$116K -1,101 -23%
AIP
889
Ameritas Investment Partners
Nebraska
$274K +$9.52K +90 +3%
MFFIA
890
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$273K +$106K +1,000 +50%
WE
891
Wealth Effects
Massachusetts
$273K -$52.4K -495 -14%
1WM
892
1858 Wealth Management
Ohio
$271K -$1.12M -10,599 -78%
ACG
893
Allen Capital Group
Nebraska
$271K +$3.38K +32 +1%
RS
894
Rakuten Securities
Japan
$269K -$94.7K -895 -23%
VVP
895
Venture Visionary Partners
Ohio
$269K +$33.7K +319 +12%
SG
896
StoneX Group
New York
$269K -$398K -3,760 -56%
SC
897
Schiavi & Co
Delaware
$267K – – –
LL
898
LPWM LLC
Minnesota
$266K +$38.2K +361 +14%
PGWM
899
Parisi Gray Wealth Management
New Jersey
$266K +$309K +2,917 New
AG
900
AIA Group
Hong Kong
$264K -$1.45M -13,739 -83%